The New York Family Office

The New York Family Office is a multi-family office that provides comprehensive professional services to German-speaking families, primarily those residing in Europe, who are looking to optimize and safeguard their investments in the United States and Canada. The firm distinguishes itself through its deep understanding of its clients' culture, language, and mindset, offering independent guidance free from conflicts of interest. Their core mission is to uphold and implement the personal and financial goals of their clientele with transparency and discretion.

Established in 2011, The New York Family Office offers a wide array of services designed to manage complex family wealth. These services include asset analysis, asset planning and structuring, coordination and organization, asset controlling and reporting, indirect and direct investments, financing, legacy planning, and insurance. The firm acts as a trusted local contact, collaborating with existing client advisors and leveraging a network of external experts for specialized matters.

In terms of investments, The New York Family Office actively supports its clients in the acquisition, management, and disposition of real estate and stakes in companies within the U.S. and Canada. They guide foreign investors through the challenges of direct investments in these markets, emphasizing transparency, control, and trust in unregulated segments. Their approach to direct investments typically involves a higher level of active involvement and decision-making compared to standardized indirect investments like mutual funds.

While specific team members are not publicly listed, the firm emphasizes its role as a reliable and trustworthy partner on-site, possessing comprehensive knowledge of client expectations. They are committed to providing personalized attention and a holistic understanding of their clients' unique needs, ensuring their financial and other affairs are managed effectively.