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Family office approach

Family Office Services

Successful succession strategies: strategies for entrepreneurs and private individuals

3.12.2024

Tanja Edenhofer

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.

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Successful succession strategies: strategies for entrepreneurs and private individuals

Family Office Services

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.

wealth management

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.

Family Office Services

"What is a family office?"

What is a family office? How much does a mandate cost? And when is a mandate even appropriate? In this article, FINVIA co-founder and Chief Legal Officer Marc Sonnleitner answers the 21 most important questions about the family office and its various areas of responsibility.

Family Office Services

The European Family Office Report 2023

In 2023, Campden conducted a survey among family offices in cooperation with HSBC to shed light on how they dealt with the challenges of 2022. The result: family offices demonstrated resilience even in times of crisis. So what is their secret? Looking at the data, we put ourselves to the test and explain what investors can learn from the results.

FINVIA

The family office for professional sport

FINVIA Sports is the name of the new offer from FINVIA in cooperation with Oliver Bierhoff. An offer that is particularly aimed at professional athletes. But what exactly does this mean and how do their needs differ from those of other Family Office customers? In his article, co-founder Mathias Jauch explains what is important for wealth management in the sports sector.

Family Office Services

EY Global Wealth Management Research Report

EY's Global Wealth Management Research Report 2023 reveals: Investors want more advice, multichannel presence and transparency from financial service providers. But what does this mean for family offices and how is FINVIA responding to the growing demands of its clients?

Family Office Services

wealth management for foundations

For some years now, family offices have been the point of contact for foundations when it comes to wealth management. What makes family offices so attractive for foundations and what added value do alternative investments offer in this context?

Family Office Services

Family offices: The future of wealth management for high net worth individuals

What distinguishes traditional banks from family offices? Does the future of wealth management perhaps even lie in the services of family offices, which promise more opportunities in terms of independence, profit margin, flexibility and trust?

Family Office Services

The FINVIA approach: 5 steps to a secure future wealth

The larger the wealth, the more important it is to have an investment strategy that matches the individual goals and preferences of the asset holder - because every wealth is just as unique as the person behind it.

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