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FINVIA BLOG

the Family Office Blog

Knowledge as a head start -our blog topics

Family OfficeInteresting facts and news

Successful succession strategies: strategies for entrepreneurs and private individuals

succession strategies presents both private individuals and entrepreneurs with complex challenges, as financial, legal, tax and private aspects need to be taken into account. FINVIA supports you in all steps of asset succession.

Asset succession between expectation and change

Passing on the family wealth to the next generation is a highly emotional process for both sides. So how can it be planned to avoid disputes and prepare everyone involved in the best possible way? FINVIA founder Christian Neuhaus explains how the family office supports the generations as a neutral partner in wealth succession.

Company sale - and then?

Selling your company gives you time for new projects and a significant increase in assets. But what comes next? Senior Family Officer Beatrice Reed sheds some light on the subject and explains why entrepreneurs are increasingly relying on the services and offers of family offices.

wealth managementInformation and tips for your systems

The art of stable performance in the wealth management

At wealth management , stable performance is no coincidence, but the result of a well thought-out strategy. With a multi-asset approach, precise asset allocation and careful selection of asset managers, we at FINVIA focus on long-term resilience and sustainable performance.

How active ETFs complement modern portfolios and strengthen them in the long term

In combination with a long-term overall portfolio strategy, active ETFs offer a valuable option for reacting flexibly to market changes. What role do they play in a modern asset strategy?

5 steps to reduce complex wealth structures

As wealth grows, so does its complexity and the challenges for its owners. So how can you master these and ensure that you and your family always have an overview and a sound basis for decision-making? Senior Family Officer Christina Hartner on the 5 steps to wealth decomplexing.

Alternative InvestmentsEverything about illiquid investments

Understanding private equity: The key differences between primary and secondary funds

Primary and secondary funds complement each other ideally in a well-structured private equity portfolio and enable investors to benefit from both long-term growth and stable returns. FINVIA explains the key differences between primary and secondary funds and what you need to look out for.

Challenges in private equity investments - efficient liquidity management with the family office

Those who want to protect themselves from volatile share prices use private equity to invest in company developments outside the stock market. However, the illiquid nature of the asset class and its staggered capital calls present investors with a major challenge. So how can you manage to benefit from the advantages and maintain sufficient liquidity in your overall assets?

Sports Investments - the new asset class with FINVIA Sports

FINVIA Sports Investments opens up new opportunities for investors of all kinds. In addition to passion and exceptional talent, this sector offers unique opportunities for your wealth. Co-founder Mathias Jauch explains what these are and why this offer could also be interesting for your portfolio.

Sustainable investmentWhen impact meets return

Impact through private equity & venture capital investments

Impact investing is not just a matter of the heart. If you want to invest your wealth in this type of investment, you have to ask yourself a few fundamental questions: Do I want to achieve an ecological and/or social impact with my investment? Should the impact take place on a global or regional level? What return do I expect from the impact investment?

When impact meets return: purpose & profit in impact investments

Investors often ask themselves whether the return on impact investments suffers as a result of the impact goals. What is the truth of this myth?

Real EstateDirect, indirect, global and regional

Real estate investments: direct or indirect

A diversified and sustainable asset allocation is particularly important. Real estate is playing an increasingly important role in the asset strategy. Elena Reuter, Head of Real Estate, gives us a brief overview of direct and indirect investments.

PodcastStories and outlooks

Episode #17: The outlook with Reinhard Panse

This month: In the face of historic upheaval, we take a look ahead to 2034 and look at market aspirations and reality in the wake of Donald Trump's election in the US.

Business Class Podcast: Oliver Bierhoff on career, health and financial strategies

Oliver Bierhoff as a guest on the Business Class Podcast - What health, balance and a clear goal have to do with a career and what he believes is important when building wealth.

Willipedia Podcast: Investment opportunities in the world of sports

Michael Jänsch and Oliver Bierhoff on the right financial advice for athletes‍.

InterviewsUnique personalities in conversation

"Nothing would stop me from starting a new company tomorrow"

Josef Brunner, one of Germany's most successful startup founders, talks about the importance of entrepreneurial capital, role models and the value of gut instinct.

"Success cannot always be measured in money alone"

Over 30 years ago, the Dahler couple founded what is now a renowned real estate company. Here they provide insights into their beginnings, the challenges of the industry and their visions for the future.

"I did everything right for a long time, just not the right thing."

Amir Roughani came to Germany as a war refugee at the age of eleven. Today, he is a successful entrepreneur with his VISPIRON Group, which specializes in mobility and renewable energies. In this interview, he reveals why he has turned away from pure profit maximization and how he defines wealth for himself.

Worth knowingFINVIA CIO Reinhard Panse on the latest news

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Panse's PerspectivesFINVIA CIO Reinhard Panse on the latest news

Between interest rate cushions and market expectations

As the year draws to a close, the capital markets are caught between moderate economic adjustments, persistently high interest rates and geopolitical uncertainties.

Where is the USA heading under Trump?

Investors are currently betting on an upswing. But the euphoria is reminiscent of Japan in the 1980s: strong markets, exuberant expectations.

The economy in the headwind

Geopolitical risks and fluctuations in economic data from the major economic areas of the USA, China and Europe are influencing market sentiment and contributing to uncertainty about the prospects for global growth.

StoriesExciting stories from the financial sector

Back to the future with 27 kilos of cocaine

Almost 50 years ago, an eccentric, rich and uncompromising founder tried to turn the automotive industry upside down with his own company. A story about time machines, cocaine and one of the most legendary cars of all time.

The most expensive gap in the country

More and more start-ups in Germany are achieving valuations in the billions. But the money often comes from abroad and German investors are still reluctant. How can this be changed?

Descent of a giant

Motorola once built the first cell phone, had big plans and even wanted to swallow Huawei. Then came the fall into insignificance. Today, the company no longer plays a role alongside Apple and Samsung. How did it get this far?

Knowledge as a head start -

our blog topics

Family office approach

Family office approach

wealth management

wealth management

Alternative investments

Alternative investments

Sustainable investments

Sustainable investments

Real estate

Real estate

Podcast

Podcast

Interviews

Interviews

Reinhard Panse's Perspectives

Reinhard Panse's Perspectives

Stories

Stories

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