HNW Family Office

HNW Family Office AG is a multi-family office based in Erlenbach, Switzerland, dedicated to representing the interests of its clients in all wealth-related matters. The firm emphasizes sovereignty, independence, and strategic foresight in its approach to wealth management. It provides comprehensive family office services, including financial planning, estate management, and asset allocation, with a strong focus on sustainable wealth preservation and growth. HNW Family Office aims to centralize asset structures to optimize the management of risks and opportunities for its discerning clientele.

The firm was established in 1994 by Dr. Michael L. Werner, who serves as the founder and managing partner. Dr. Werner brings extensive banking experience from his tenure at GiroCredit Bank in Vienna, New York, and Zurich, where he specialized in portfolio management, leveraged buyouts, and distressed debt. HNW Family Office operates with a flat, decisive structure, enabling flexible and proactive action without unnecessary bureaucracy. The firm aligns its interests with those of its clients by consistently investing its own capital alongside them, acting as responsible partners with a long-term perspective.

While specific notable investments and portfolio companies are not publicly disclosed, HNW Family Office's services encompass strategic wealth management, portfolio management, and the structuring of customized fund solutions. The firm's investment philosophy blends growth and preservation through diversified opportunities, including public and private markets, private equity, and hedge funds, with a focus on protecting capital and optimizing liquidity.

The interdisciplinary team at HNW Family Office combines deep expertise in managing large and complex assets. Dr. Michael L. Werner's background includes a legal doctorate and significant experience in investment banking. André Berghoff, Head of Business Processes & Compliance, has over 20 years of experience in corporate finance, private equity, and fund structuring, holding an MBA from the University of Oxford. Maximilian Mahn, Head of Portfolio Management, is a certified Family Officer with a background in wealth management from Deutsche Bank AG and Privatbank Bergos AG, responsible for developing long-term investment strategies and overseeing external asset managers across various asset classes.