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Family Office Services Ready to rethink Family Office.
When it comes to the important things in life, standard solutions aren’t enough. Your goals are as unique as you are—and this should be reflected in how your wealth is managed. As a modern multi-family office, we take a holistic and independent approach to managing your wealth, working together with you to develop an investment strategy tailored to your life goals and individual success. After all, it’s about your wealth—not just anyone's.
By combining decades of experience and personalized advice with the possibilities of cutting-edge technology, we are redefining the family office standard and ensuring that your wealth stands the test of time.
With digital excellence, we offer entrepreneurs, families, professional athletes, and institutions comprehensive wealth structuring and management for large-scale assets of varying complexity.
7
billion euros
supervised wealth
420
years
Experience
70
Experts
across Germany
Multiple
award recipient
from Handelsblatt Elite Report
Your wealth our commitment
In the past, large assets have often outperformed smaller wealth. The reason for this is access to better experts, better products, better advice and all at more attractive conditions.
However, most of the wealth is not optimized in Germany: According to a study, 96 percent of all bank advisors cannot make the best of the wealth their clients 1 . Only four percent of investors have a portfolio that is tailored exactly to their needs and is therefore future-proof.
As the conductor of your wealth orchestra, we stand above banks and other institutions and use them as instruments for your personal success. To ensure this, we continuously monitor the performance of the appointed managers and keep you informed transparently about the performance of your assets at all times.
If you wish, we can support you with trust and foundation management, and we can advise you on philanthropic projects and family governance as well as on tax and estate planning.
As an independent entity , we are committed to you alone - unlike bank advisors or traditional asset managers. We coordinate partners for your assets - so that you have more peace and time for the important things in life.
1 Private Wealth Management Study Germany 2020 I Stephan Unternehmens- und Personalberatung GmbH
Family Office
One approach
Infinite possibilities
strategic asset allocation
strategic asset allocation
A plan for your wealth
The SAA defines the guidelines for your wealth management according to your goals, your risk tolerance, your personal situation and other factors. This makes it possible to find the perfect allocation of your wealth to identify suitable assets and avoid risks before they arise.
With decades of expertise in all asset classes, FINVIA is your perfect partner for the competent creation of your individual investment strategy.
Investment Infrastructure
Investment Infrastructure
Best conditions for your wealth
Capital development also depends on external circumstances. The investment infrastructure lays the foundation for this: whether tax laws, setting up legal structures, regulating family matters or selecting reliable banks.
As a family office, we are familiar with all issues in this area and are at your side when building your investment infrastructure.
Contemporary, paperless, highly secure and completely uncomplicated
With FINVIA you benefit from the holistic, efficient and independent support of your wealth as well as their complete transparency thanks to the latest technology.
With our specially developed digital ecosystem, you receive all data about your assets not only on a daily basis, but also from any location: whether as an app in your pocket or conveniently on your PC - we provide you with everything you need to know, perfectly prepared and embedded in an intuitive interface.
Even subscribing to exclusive funds from curated managers in our network is no longer a problem via our FINVIA Investment Platform.
FINVIA Masterclass
investment principles
Principles for Sustainable Success – Lessons from Three Decades of Asset Management
In a conversation with Christian Neuhaus, Reinhard Panse now gives a very personal insight into his experiences for the first time. Based on relevant events from the past, he shares his own failures from his youth, the conclusions he drew from them and the lessons his professional experience taught him. Get to know the investment principles of our chief investment strategist.
View Masterclass
Family Office
The FINVIA approach for your wealth
The FINVIA approach offers you what only very few asset owners have had access to so far:
Together with you, we develop an investment strategy for your entire wealth , which is individually tailored to your needs. We work out the optimal division of your wealth on the various asset classes and adapt them as soon as the capital market or your investment objectives change – so that your wealth always developed the way you want it.
We offer you professional asset management with a modular, combinable range of services and instruments. This includes access to alternative asset classes , wealth management including controlling and reporting as well as our valuable FINVIA network.
The FINVIA approach in 5 steps
1. Definition of the investment objective
We provide you with holistic advice and put you at the centre of everything we do. Taking your total assets into account, we achieve your personal investment goal with the highest probability, the lowest risk and the highest liquidity – always in line with your values and goals.
2. Individual strategic asset allocation
As a trusted partner, we work with you to develop the optimal strategic asset allocation to achieve your investment goal. To do this, we determine long-term guidelines based on your specifications. Thanks to our dynamic management, we continuously react to changes in the capital market.
3. Implementation of the investment strategy
To implement your investment strategy, we offer you access to curated managers of all liquid and illiquid asset classes. This is how you benefit from investment experts with extensive experience , disciplined strategies and expertise in capital market analysis.
4. Implementation of the investment infrastructure
We analyze and coordinate all available options in terms of organization, custodian bank structures, costs and tax advantages as well as operational and legal risks in order to create a resilient asset organization.
5. Ongoing wealth controlling
So that your wealth develops optimally in the long term, we continuously monitor the performance of the appointed managers - qualitatively and quantitatively. We also show you the performance of your investments and your total assets in regular meetings with our experts and in our FINVIA Cockpit - intuitively prepared online and via app.
A Family Office for the Future
Digitalization meets over 420 years of experience
Considering that the oldest family offices still in existence today were founded in the 19th century, we are a young company - but with good reason: FINVIA was founded in 2019 with the declared aim of taking the traditional concept of the family office into the future and setting new standards.
Just a few years after our foundation, we are already managing wealth in the billions. Digital technologies developed in-house allow us to offer a level of advice and service from total assets of just EUR 2 million that was previously often only available to very few ultra high net worth individuals and single family offices.
This enables us to react to current developments on the capital market and change requests within minutes. What used to take several days in analog form can now be calculated digitally in just a few seconds. This enables us to optimize and adjust investment structures in the shortest possible time.
The FINIVA Cockpit gives you constant access to your assets online and via app. This gives you greater transparency and the best possible overview - whether you're sitting in your living room or on vacation.
Despite all the technological innovations, one thing will never change: Your personal Family Officer is always on hand to answer any questions you may have about your wealth .
FINVIA services
