Family Office Services

Flexible to measure

Solution partner for Family Offices

What is a Family Office? According to our understanding (see Schaubach 2011), it is an organisational unit established by a family or an individual in which the strategic, tactical and operational services for the configuration, coordination and mobilisation of the financial, human and social assets as well as everyday management are bundled with the aim of optimising value creation in the long term across generations and without conflicts of interest, in the interests of the family.

That sounds complex? It is.

We’re happy to join you in taking on the challenges this will entail. Unifinanz has seen itself as an experienced partner at the side of Family Office companies for many years. We support you with tailor-made services in the areas of family governance, succession planning, monitoring of assets, wealth structuring, legal, tax and compliance issues, asset management, support in everyday administration, reporting, and philanthropy. Find out more about what we can do for you and let us clarify together which services can benefit your Family Office.

What do we do? Learn more.

How can we support your Family Office?