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Digital pioneer in an industry rich in tradition
There is no doubt that family offices are a successful concept. Since the first modern family offices were founded in the late 19th and early 20th century, the industry has grown steadily. It is estimated that there are now between 6,000 and 10,000 family offices worldwide that successfully manage their clients' wealth .
Despite - or perhaps because of - this success, however, the family office sector has seen only a moderate level of technological innovation. Instead of digitalization, it mostly relies on processes that have been established over the long term.
"With us, traditional multi-family office meets digital technologies. FINVIA manages your wealth holistically, efficiently and independently - and more advanced than ever before."
Valentin Bohländer,Chief Operations Officer
Digital from the ground up
This makes FINVIA a true pioneer in this traditional industry: we are the first advanced Family Office to rely more than anyone else on digital technologies to support our clients in addition to excellent personal advice.
Digitalization is neither a buzzword nor a means of retroactively modernizing established structures, but one of our cornerstones. As a family office that has been digitalized from the ground up, we are taking the concept that has been successful for more than a century into the future.
Family Office, rethought
A digital ecosystem for your success
For decades, traditional approaches and analog office management were the norm in the family office sector. However, the possibilities of digital technologies have also increased the call for greater transparency and insights that go beyond quarterly reports.
THE PROGRESSIVE FAMILY OFFICE
FINVIA sets the pace here. We manage your assets centrally via a digital ecosystem developed by us, which allows us to map even complex wealth and evaluate them holistically. This allows us to react quickly and comprehensively to changes and optimally manage your wealth . FINVIA DNA is digital - you and your wealth benefit from this.
Digital tools
Digital wealth management Your advantages
Daily updated
Insight into assets
Reduced
Administrative expenses
Uniform basis for decision-making
for all stakeholders
Faster and more efficient
Decision-making process
Greatest possible
Transparency
The FINVIA Cockpit
Overview and control
Always and everywhere
Transparency
Daily updated total asset reporting and overview of all sub-asset classes down to the individual investment
Collaboration
Interfaces for relevant stakeholders (tax consultants, banks, lawyers) and external management software
Availability
Logical linking of your asset data with all relevant documents, secure document management and archiving
Security
Consistent rights management and secure data storage in accordance with German standards
Comfort
24/7 access via the browser and via our modern, in-house developed app
The FINVIA Investment Platform
Alternative asset classes
at a glance
The FINVIA Investment Platform is your personal portal to the world of alternative investments. It gives you access to the range curated by our experienced investment committee from private equity, venture capital and closed-end real estate real estate funds and can subscribe online at any time without having to wade through mountains of paper. Invest as a (semi-)professional investor from as little as €200,000 at the conditions of our Multi Family Office and benefit from alternative asset classes in your asset allocation.
