Wilhelm Von Finck Deutsche Family Office

Deutsche Oppenheim Family Office AG is a prominent multi-family office based in Germany, dedicated to providing comprehensive wealth management services. The firm caters to a diverse clientele, including high-net-worth individuals, entrepreneurs, churches, foundations, and institutional investors. Their core focus lies in developing bespoke wealth strategies, offering sophisticated capital market solutions, and expertly managing real estate and various alternative assets. The firm adopts a global multi-asset approach, emphasizing diversification and risk-adjusted strategies to preserve and grow client wealth across generations.

The establishment of Deutsche Oppenheim Family Office AG in 2013 was a result of a strategic merger that brought together two long-standing pioneers in the German family office landscape: Oppenheim Vermögenstreuhand and Wilhelm von Finck Deutsche Family Office, alongside Bankhaus Sal. Oppenheim. The legacy of Wilhelm von Finck Deutsche Family Office dates back to 1988, when it was founded by the Wilhelm von Finck family to manage their substantial assets, rooted in a rich entrepreneurial and banking tradition. This merger consolidated decades of expertise and experience in family office services and asset management, creating a leading entity in the German market.

Deutsche Oppenheim Family Office AG's investment strategy encompasses a broad spectrum of asset classes, including private equity (through both direct investments and fund structures), venture capital, infrastructure, and impact investments. The firm also actively manages liquid securities portfolios, with a particular emphasis on high-quality equities and bonds from established companies, primarily in the US and Europe, alongside promising mid-cap opportunities. Their rigorous investment process integrates systematic top-down analysis with a structured bottom-up security selection across diverse asset classes, such as commodities and other alternative investments. Furthermore, the firm strategically considers global mega-trends like digitalization, artificial intelligence, mobility, and climate change when making investment decisions.

The firm is distinguished by its team of approximately 51-100 experienced and highly qualified experts, possessing extensive capital market knowledge. This team provides independent and neutral advice, leveraging a global network, particularly through its affiliation with Deutsche Bank Group. Their collective expertise spans critical areas such as strategic asset allocation, succession planning, real estate consulting, and meticulous manager selection. This comprehensive approach ensures client-centric wealth management, and the firm has consistently received accolades for the quality of its asset management and strategic asset allocation team.