Asset infrastructure
Best conditions for your wealth
Investment infrastructureOptimal framework conditions
The facts
Access to optimal partners via the FINVIA network
- Selecting the right custodian banks for your wealth
- Cost reduction, tax reduction and reduction of legal risks through FINVIA
- Transparent, up-to-date controlling and reporting via the FINVIA Cockpit
Best conditionsfor long-term growth
How a wealth develops in the long term never depends solely on the right investment decisions, but also on external circumstances. The best investment strategy is of little help if the legal, tax and family circumstances are not right.
FINVIA not only supports you in creating an asset structure that is optimally tailored to you and your needs. As a modern family office, we also take care of the framework conditions. From selecting the right custodian banks and optimizing costs as well as tax and corporate law issues to organizing family governance, we support you in creating exactly the investment infrastructure you need.
Thanks to the decades of practical experience of our experts in long-term wealth management and our strong network, we ensure that you are prepared for all eventualities.
The right banks
Our experts support you in all matters relating to securities custody and find the best custodian banks for your needs. We take into account your trading activities as well as all other aspects - from the range of services and financing options to the location. We draw on a network of digital, traditional and international custodian banks such as DAB BNP Paribas, Bethmann Bank and VP Bank.
Optimally positioned for tax purposes
An investment strategy can only be effective if it is optimally harmonized with applicable tax laws. We support you with all tax law issues and ensure that your investments are tax-optimized. We keep an eye on downstream compliance obligations and use our digital reporting to ensure that you always have a full overview of your wealth .
The right shape
Successful asset development is always a question of the right form. As a family office, we are your sparring partner and point of contact for all corporate law matters. Depending on your needs, we support you in setting up suitable legal structures to strengthen and protect your wealth and inform you about legal issues or risks.
The familiar
Differences of opinion in families often arise when the best possible provision has not been made. Our family officers are always on hand to support you with family governance coordination. We help you to prevent family conflicts and overcome challenges - be it through the planning of family constitutions, the clear regulation of decision-making processes or estate planning.
Controlled costs
Positive asset growth often fails because of costs - and because many asset managers lack an overall view. With our comprehensive approach, the expertise of our employees and our FINVIA network, we ensure that your investment strategy is optimized in terms of costs - so that you can exploit the full potential of your investments.
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
Asset infrastructure: the foundation of asset investment
Best conditions for long-term growth
The best investment strategy is of little use if the legal, tax and family conditions are not right. In this episode, Christian Neuhaus, co-founder of FINVIA, talks to Marc Sonnleitner, Chief Legal Officer and also co-founder of FINVIA, about the optimal framework conditions for your wealth .
View Masterclass
