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We protect your values and help your assets to develop

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Presentation

Achieving your goals together

When you create a project or your priorities change, it is important to have someone you can rely on. We support our clients in organising and structuring their wealth irrespective of their respective family situation and the complexity of their assets. For more than 30 years, we have offered personalised concepts that reflect the particular values and advantages of our family office.

What we offer

International expertise

We are established in Germany, Switzerland and France and coordinate our entire expertise for the clients of ODDO BHF Family Office.

Comprehensive advisory experience

We offer many years of experience in supporting legal and tax asset structuring*, strategic asset allocation and the selection of asset managers.

*ODDO BHF Family Office does not perform legal or tax law advisory services

Independence

As an autonomous family office, we perform independent asset monitoring and provide individual advice.

Resources of the financial group

Our clients benefit from the financial group network in the form of access to corporate banking, co-investments with the owner family and financing topics, for example.

Individuality

We perform a differentiated and expert analysis of your needs and goals and offer you tailored services selected from our broad service portfolio.

Our values

  • 01.

    A long-term mindset

    We think for the long term and gear our actions toward the expectations of our clients and their successors.

  • 02.

    Family values

    We strengthen family ties and accompany assets as they are passed on to the next generation.

  • 03.

    Discretion

    Our clients’ trust and our integrity make us a worthy advisor for your assets.

  • 04.

    Stability

    We provide our clients with stable foundations thanks to our experience and professional planning.

  • 05.

    Entrepreneurial spirit

    We are characterised by personal initiative and a desire to find individual, long-term solutions.

Expertises

Asset management

The composition of our clients’ assets is becoming increasingly varied. To help them to achieve their goals, we support them in areas ranging from tax and legal issues through to administrative aspects and continuous asset monitoring. We begin with a needs analysis, assist them in determining and implementing their strategy, and offer comprehensive reporting.

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Asset organisation

We help our clients to analyse their asset situation and develop an individual family strategy so that we can structure their investments optimally with regard to tax law, arrange proactive succession planning and safeguard their pension provision and family management.

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Foundations and philanthropy

We contribute to the success of our family clients’ charitable organisations and projects by helping them to set up and arrange asset management for foundations and non-profit solutions.

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Access to networks

From collectors and entrepreneurs to managing directors, our family office clients gain access to a wide network of private clients with the same interests and experts who can offer tailored advisory services and solutions.

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Our clients

Entrepreneurial families and high-net-worth individuals

Entrepreneurial families and high-net-worth individuals

We help entrepreneurs and their families to organise, structure and monitor their assets and implement their asset strategy in a targeted manner.

Single family offices

Single family offices

We offer single family offices a modular service range tailored to their individual needs and supplemented by existing solutions.

Organisations

Organisations

We help foundations, associations and municipalities to manage and monitor their assets. We assist you in establishing suitable investment guidelines and implementing your asset strategies efficiently and sustainably.

Belonging to a family-run financial group means we understand and share the long-term interests of our clients and feel closely connected to them. This forms the basis for the quality of the services we offer and makes us a trusted partner.

Joachim Häger

Member of the Management Board and Partner of ODDO BHF SE