Your Topics Your Topics
Your Topics

Your Topics

Reasons to Consult a Family Office


Our clients seek support in highly diverse matters. It is often a question of adapting the family assets to a new situation with upcoming challenges. Independent advice and administrative support are crucial for success in an increasingly challenging business environment.

 

MARCARD, STEIN & CO AG Ballindamm 36
20095
Hamburg, Germany

"Every family has its highly individual topics. Our many years of experience enable us to develop suitable, tailor-made solutions both quickly and professionally."

Sascha R. Sander, Director Family Office

We Frequently Deal with the Following Situations and Topics:

Preservation of Family and Assets

We can support you in your capacity as head of your family by shouldering some of the responsibility not only for your assets and values, but also for your family and the next generation.

Cross-generational Asset Management

Changes to the structure of a family have to be well thought out and prepared. Reflecting the demographic trends, often three generations need to be considered when actively defining a family strategy.

Sale of the Family Business

The sale of the family business is always a central event for an entrepreneurial family. It is a challenging phase in which negotiations, contracts, and countless details have to be dealt with. The decision itself is often the outcome of difficult, sometimes emotional discussions about finding the right decisions and how to act adequately to the family traditions. 

Family Council

Our clients wish to make the right decisions that ensure their financial success. One important prerequisite to this is a reliable and resilient data base. Just like management reports in a business, this should apply to private assets with an identical level of professionalism. Perhaps even a little more, as the family also has to deal with emotions which sometimes contradict rational decisions.

Family Protection

The security and protection of the individual and of the family are one of the most important aspects of life. Safety primarily means preventing risks to life and limb. However, the protection of your privacy and identity is also an essential component of a holistic security concept.

Further Topics at a Glance

A family office can be an ideal partner and support you and your family on many levels.
Any form of intensive cooperation requires mutual understanding at the level of shared values.
Our clients are looking for support with very different issues. Independent advice and moderating support can be useful here.
With our comprehensive range of advisory services, we can meet the challenging task of safeguarding larger assets over several generations.
We will be happy to take the time to provide you with more detailed and individual information and answer all your questions in a personal meeting.