Family Office

We protect your values
AND HELP YOUR ASSETS TO DEVELOP

THE ESSENTIALS

We offer you a comprehensive perspective on your assets.

We want to protect, develop and optimize what your family has built. As a family-run private bank with an entrepreneurial mindset, this is part of our identity. That is why ODDO BHF has acquired first-class expertise in family office services over the years.


We offer comprehensive, proven and personalized care while managing your complex family assets professionally. This includes optimising your asset structure, supporting you in selecting suitable investments and asset managers, monitoring performance and investment guidelines, and providing consolidated reporting. We also support you in planning and implementing your charitable projects.


Our offering has a modular structure – whether it is complete management or individual services, you choose which of our solutions is best for you.


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OUR SERVICES

Partnership on principle

No matter your goals and perspectives, we are by your side.

As an independent family office, we offer you individual advice and neutral monitoring of your complex family assets. You also benefit from all the expertise available in our financial group at the key financial centres in Germany, France and Switzerland. Our services also include support with legal and tax issues by your lawyers and tax advisors that can play a decisive role, particularly when it comes to asset structuring and covering all contingencies. Our family office team, which always works with trust and transparency in mind, is led by senior advisors and lawyers, some of whom have over 35 years of experience in investments and the capital markets. Why not pay us a visit to talk about your assets? We would be delighted to see you.


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Other expertises

  1. Foundations and Institutions

    If you are establishing a foundation, you are usually entering unfamiliar territory. Private founders either want to make an impact on their professional environment or allocate more funding to a personal interest. Many feel the need to give something back to society. Companies also often establish a foundation to fulfil…

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  2. Discretionary Portfolio Management & Advisory

    Managing wealth comes with great responsibility. Do capital preservation and security come first for you? Or are you prepared to take the higher risks associated with above-average opportunities? When investing your assets, do you want to put your trust in a professional asset manager who makes investment decisions for you?…

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  3. Liquidity and Financing Solutions

    Sometimes there are opportunities you simply do not want to miss out on. But it may be unwise to access the capital you have already invested and cancel long-term commitments. That is why we develop individual liquidity and financing solutions for you. Want to finance a new project? You can…

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  4. External Asset Managers (EAMs)

    As an independent asset manager, your clients’ interests are your top priority. To enable you to focus on your core business, we handle almost all infrastructure services for you. ODDO BHF has been acting as a custodian bank for independent asset managers in Germany, France and Switzerland for over 20…

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  5. Private Equity and Real Estate

    How about investing in something other than listed companies? Private equity and real estate as alternative investments can become additional building blocks in your asset allocation. They serve to diversify portfolios while also offering opportunities for attractive returns with a long-term perspective and a corresponding willingness to take risks. With…

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  6. Wealth Planning

    Wealth planning is more than just the total value of the investments in a portfolio. To put you in the ideal position, we take a holistic, personalized and global approach, considering all factors that influence your wealth, its security and your plans to pass it on.

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Meet us

Germany

ODDO BHF Private Wealth Management has 16 branches throughout Germany.

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France

ODDO BHF Private Wealth Management is based in France, with offices in Paris, Strasbourg, Lyon and Marseille.

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Switzerland

ODDO BHF Private Wealth Management has been operating in Switzerland since the end of 2020, with offices in Zurich, Geneva and Lausanne.

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