Private Finance

Due to a large number of company sales in recent years, the number of large liquid assets has increased significantly. Quite a number of these asset owners have their own family office that decides on the investment of the funds. Either asset management mandates are given to banks or asset management companies, or investment decisions are made by the family office itself. Often a combination of both is chosen.

Due to the size of the assets under management, family offices usually have a number of employees and advisors.

We advise you on setting up your family office by assisting you in selecting the necessary hardware and software or a suitable stock exchange information system. If desired, we can also take over the pre-selection of employees, advisors and the banks or asset management companies to be involved.

After the establishment of the family office has been completed, the successful implementation of your (investment) goals comes to the fore. This requires the elaboration of investment guidelines and the strategic determination and weighting of the different asset classes in which you invest.

LOHR + COMPANY also carries out audits of family offices with different objectives. Besides the protection of the assets against unauthorised access of third parties, the quality of the family office should be checked regularly in order to achieve your (investment) objectives. This requires an audit of the regularity of the management, which deals with the organisation of the family office and the existing instruments for monitoring the investment success.