Family Offices in Munich

Active Equity Management GmbH is a family office based in Munich, Germany, founded in 1995. The firm specializes in private equity and growth investments across a range of sectors including manufacturing, services, e-commerce, robotics, environmental technology, health, information technology, food, and lifestyle.Active Equity Management takes a hands-on approach to its investments, focusing on mid-market companies with strong growth potential. The firm has made several notable investments including WMK Maschinenbau R. Wagner, DeSta (Machinery), and EnergieWerk Ost, spanning the manufacturing, distributors/wholesale, and machinery industries.

Bavarian Capital Management is a Munich-based family office investment firm that primarily focuses on private equity and venture capital investments. The firm engages in direct investments, partnering closely with founders by offering coaching and strategic guidance to help portfolio companies achieve their goals, which may include a takeover or an IPO. While the firm initially engaged in active portfolio management encompassing listed equities, foreign exchange (FX) dealing, Contracts for Difference (CFDs), and various options strategies, its business model has evolved to almost exclusively concentrate on private equity and venture capital.The firm was founded in 2001, although its active portfolio management began in 2014. The founder, Niko Dimitrov, brings extensive experience from a distinguished career in finance. He began his journey in August 1983 at the US American investment bank Kidder Peabody & Co. in Paris, following his graduation from the European Business School and an MBA from the American University in Washington D.C. From 1985 to 1995, Dimitrov worked at Morgan Stanley in London, gaining significant experience in institutional sales and high-net-worth departments, where he also started his venture capital and private equity endeavors as a business angel.Bavarian Capital Management's diverse portfolio includes investments across various sectors. Notable companies include SILKFRED, an online platform for independent fashion brands; PAEDI PROTECT AG, specializing in skincare products for sensitive skin; MYNARIC, a developer of laser communication equipment for aerial and space networks; 4TIITOO, a pioneer in natural user experience software based on eye tracking and AI; QARMA, which utilizes proprietary algorithms to measure global market sectors; TABLECROWD, a business networking platform; INVITROCUE, a provider of bio-analytic solutions for cell-based testing and digital pathology; and SILBERTREU 24h Care.The firm's investment strategy is sector-agnostic, with a history of transactions in aerospace, e-commerce, technology, fashion, consumer goods, communication, healthcare, and food and beverage sectors. They often look to co-invest with other family offices, institutional, and individual investors. Niko Dimitrov's deep financial background and experience as a business angel underpin the firm's approach to nurturing and growing its portfolio companies.

Blue Lion is the single-family office of the entrepreneurial Schörghuber family, based in Munich, Germany. The firm serves as the central entity for the family to consolidate its financial assets, regional holdings, and investments across private equity and venture capital. Its investment philosophy centers on enhancing the "quality of life," guiding its activities to fulfill fundamental human needs such as secure living spaces, high-quality food, and opportunities for experiences and identity. The family's significant operational interests in real estate, food & beverage, and hospitality are primarily managed under the Schörghuber Group.The roots of the Schörghuber family's entrepreneurial endeavors trace back to 1954, marking a long-standing tradition of sustainable business practices. While the family's business interests have evolved over decades, Blue Lion as a dedicated family office structure manages the diversified portfolio. The firm is guided by values of being family-oriented, quality-driven, and appreciative, emphasizing diligence, discipline, and foresight in its investment approach and interactions with partners.Blue Lion's investment strategy is multifaceted, encompassing direct operational participations in businesses complementary to the Schörghuber Group's core sectors, with revenue targets between €20 million and €200 million in Europe. Its venture capital arm actively seeks opportunities in areas like Proptech, Agritech, Machine Economy, Artificial Intelligence, Fintech, Insurtech, Consumer Goods, E-Commerce, and Software Applications, investing across Seed to Later Stage companies in Europe, Switzerland, the UK, USA, and Israel. Additionally, the firm engages in fund-based investments in private equity, venture capital, and agriculture, with ticket sizes ranging from €1 million to €20 million, extending its reach to Latin America.The firm's portfolio includes direct investments in cable car operations and golf courses, as well as a leading European insurtech company. Past exits highlight a diverse investment history, including stakes in major beverage bottlers, a winery, a prefabricated house provider, and an aircraft leasing company. Beyond its investment activities, Blue Lion demonstrates a strong commitment to social responsibility through two foundations: the Josef Schörghuber-Stiftung for children in Munich, established in 1995, and the Stefan Schörghuber Stiftung, founded in 2019 by Alexandra Schörghuber and her children, which supports child and youth welfare, science, and research projects.

Extorel is the family office of the Strascheg family, based in Munich, Germany. As an independent institution, it provides comprehensive advice to the family on all investment decisions, aiming for broad portfolio diversification across nearly all asset classes. The firm's primary focus lies in alternative investments, including direct company participations, liquid alternatives/hedge funds, private markets, and real estate. Extorel employs a disciplined investment process for market analysis, value selection, portfolio composition, and risk management.The firm was founded in 1997 and manages the assets of the Strascheg family. Falk F. Strascheg, a founding partner, is recognized as one of Germany and Europe's most experienced and successful venture investors. He previously founded TECHNOLOGIEHOLDING in 1987, which became a leading venture capital firm in the German-speaking region before its sale to 3i Group plc in 2000. Prior to that, he established Laser-Optronic in 1971, a prominent European manufacturer of lasers, which he successfully sold to Coherent Inc. in 1981. Renate Strascheg, also a partner, has been an entrepreneur for nearly 50 years and co-founded several successful companies. She established the Renate Strascheg Stiftung in 2003 to support art, culture, and monument preservation.Extorel primarily invests in B2B companies operating in the electronics, laser & semiconductor, and information & web technology sectors across Germany. The firm targets venture and private equity investments in young, innovative technology-driven companies with high growth potential, allocating capital to early-stage and growth-stage businesses. As of July 2018, Extorel had invested in 36 companies, primarily in Series A rounds for Germany-based startups, with investments spanning high tech, enterprise applications, and life sciences. Notable past investments include companies like Torqeedo, Nextmarkets, everphone, Ayondo, and Dynamic Biosensors, with a portfolio that has seen IPOs and acquisitions.The core team at Extorel brings extensive expertise to their investment activities. Mathias Lindermeir, the Managing Director since 2004, focuses on direct and indirect participations, including private equity and venture capital funds, as well as liquid assets. His background includes roles at 3i and TECHNOLOGIEHOLDING. Dr. Daniel Bohlmann, Investment Director, manages the liquid and illiquid asset portfolio and has experience in quantitative forecasting systems and startup consulting for technology companies. Sebastian Steuer, also an Investment Director, is responsible for the illiquid part of the portfolio and previously worked in corporate consulting for PricewaterhouseCoopers.

FORUM Family Office is a Munich-based investment firm that has been managing the assets of a single family since 1997. The firm operates with a 100% focus on equity investments, distinguishing itself through a long-term, permanent capital approach. Unlike traditional private equity funds or corporations that often seek quick returns, FORUM Family Office invests for decades, aligning with the generational perspective of family offices. Their investment philosophy is rooted in identifying and nurturing companies with unique business models and competitive advantages, aiming to strengthen them sustainably and secure their succession over generations.The firm's investment strategy is bifurcated into two core competencies: Family Equity and Value Investing. Through Family Equity, FORUM Family Office acquires majority stakes, often 100%, in small and medium-sized privately owned companies, particularly those with recurring revenue models such as subscription businesses. They focus on sectors like software, water & fluid management, and healthcare, with a transaction value typically ranging from €5-50 million. In parallel, their Value Investing arm focuses on listed medium-sized companies in Europe that are market leaders in their respective niches. The insights gained from these public market investments inform and enhance their strategies for Family Equity holdings.FORUM Family Office has a portfolio of 45 companies, employing over 1,700 individuals across six countries. Notable acquisitions include FBS Informatik Holding AG, Siint S.r.l. (through their group company Mecmatica S.r.l.), B+B International S.r.l., and ab-data GmbH & Co KG. The firm prides itself on a decentralized and entrepreneurial approach, fostering trust and aiming for growth that outpaces the market by at least 5% within its holdings.The team at FORUM Family Office comprises professionals across various functions, including analysts, recruiting specialists, and digital marketers, all working towards achieving long-term value for their portfolio companies. The firm has been recognized as a 'Top Company 2025' for its outstanding employee reviews, highlighting its commitment to a valued work environment and team spirit.

K5 Family Office is a German single-family office that primarily focuses its investment activities on real estate and alternative asset classes. The firm also allocates capital to opportunities within the technology sector. Beyond direct investments, K5 Family Office provides comprehensive investment solutions and financial advisory services to its clients, acting as a strategic partner in wealth management.Established in 2011, K5 Family Office is based in Germany. The firm's operational model involves offering advisory, wealth management, and asset management services, with its assets managed by a dedicated executive management team. This structure allows for tailored investment strategies designed to meet the specific objectives of its clientele.While K5 Family Office is active in its investment pursuits, specific details regarding its notable investments and portfolio companies are not extensively disclosed in publicly available information. The firm maintains a focused approach on its core asset classes and sectors, building a portfolio that aligns with its long-term investment philosophy.The team at K5 Family Office comprises professionals dedicated to managing its investment mandates. Dr. Julius Neuberger is noted as a director, overseeing the firm's operations and strategic direction. The firm's lean structure, with a reported three professionals, underscores a focused and specialized approach to investment management and client service.

M4Capital is a German family office established in 2015, with a strategic focus on venture capital, private equity, and real estate investments. The firm is headquartered in Munich and Frankfurt am Main, Germany. M4Capital has institutionalized its health tech venture capital activities through its dedicated VC fund, YZR Capital. The firm is driven by a passion for companies that enhance efficiency and transparency, improve quality of life, and facilitate continuous positive change. In its real estate endeavors, M4Capital prioritizes projects that deliver social, environmental, and aesthetic value, adhering to modern ESG criteria.The firm was co-founded by Prof. Dr. Reinhard Meier, who serves as a Managing Partner. Prof. Dr. Meier is a medical doctor, entrepreneur, and investor, known for founding YZR Capital and co-founding TeleClinic, a prominent German healthcare platform that achieved a successful exit to docmorris. Tom Solo also holds a position as Managing Partner, contributing a unique blend of craftsmanship, entrepreneurship, and experience from the media and film industry to the firm's investment strategies.M4Capital's diverse investment portfolio spans various sectors, including health tech, biotechnology, and digital solutions. Notable investments include companies such as Meucci (business/productivity software), 4Ways (healthcare services), Euradia Nuklearmedizin (clinics/outpatient services), Avi Medical, HAIR & SKIN, flair.hr, and Vara. The firm has also achieved successful exits with portfolio companies like Teleclinic, Crashtest Security, and Blikk. M4Capital frequently engages in co-investments, partnering with firms such as Soleria Capital.M4Capital operates with a strong belief in the transformative power of the digital revolution, anticipating rapid industry changes, ongoing disruption of traditional businesses by digital startups, and the increasing dominance of technology companies. The collective expertise of its team, encompassing medical, business, creative, and entrepreneurial backgrounds, underpins M4Capital's strategic approach to identifying and nurturing innovative ventures in a dynamic market landscape.

Novethos Family Office is a multi-family office based in Munich, Germany, dedicated to providing comprehensive wealth management solutions. The firm focuses on actively shaping and growing its clients' assets, emphasizing individuality and partnership. Their approach is built on trust, discretion, loyalty, integrity, and commitment, aiming to concretize and realize client wishes and goals. Novethos offers flexible and customized service modules that can be adapted to changing client situations, benefiting from a cost-efficient structure and entrepreneurial success components.Established in 1996, Novethos Family Office was founded with the vision of offering independent and holistic financial guidance. The firm has a strong track record, having invested nearly €2 billion for its clients over the last decade, demonstrating proven success. In a recent generational change in May 2024, Sven Stebinger, Dr. Bernhard Theuer, and Claudia Maier took over the management, with founder Bernd Glönkler and Alexander Schätz transitioning to the advisory board to continue their active support.Novethos's expertise spans real estate, capital markets, and alternative investments, with a particular focus on leveraging artificial intelligence (AI) to identify profitable entrepreneurial investments and create exclusive access opportunities. The firm acts as a visionary, sparring partner, and enabler, guiding families, entrepreneurs, and foundations in all aspects of wealth steering with a high level of professional and service quality.The team at Novethos is composed of individuals who complement each other professionally and personally, contributing diverse impulses for successful company development. Key team members include Sven Stebinger and Dr. Bernhard Theuer, who serve as Managing Directors, alongside Claudia Maier, who is responsible for finance, controlling, compliance, and risk management. The firm's commitment extends to social responsibility, actively supporting the Nicolaidis YoungWings Foundation, which provides assistance to young grieving individuals.

Perpetual Investors GmbH, also referred to as Perpetual Growth, is a Munich, Germany-based single-family office that provides investment and wealth management services. The firm operates with a long-term focus, placing private markets at the core of its strategy. It is the dedicated investment office of the Wilsdorf family, known for founding the watch brand Rolex, and has been organized with family foundations since 1945, with the investment firm itself established in 2015. Perpetual Investors GmbH is independent and not formally connected to Fondation Hans Wilsdorf or ROLEX.The firm specializes in investing across the private markets spectrum, encompassing private equity, private debt, and real asset investments. Perpetual Investors engages in a full range of private equity strategies, from venture capital to large buyouts, with a particular emphasis on the mid-market. Their investment focus includes sectors such as artificial intelligence, fintech, marketplaces, and software. They also consider opportunistic investments in real estate, including hospitality.Perpetual Investors seeks global diversification, actively investing across Europe, the United States, and the Asia-Pacific region. The firm has made notable investments in companies such as Prewave, Mosaic (Financial Software), and Vertice (Business/Productivity Software). Past portfolio companies also include sennder, Hibob, and Copado, with an exit from HomeToGo. To support its private equity program, Perpetual collaborates with AlpInvest, part of Carlyle, for fund selection, while maintaining discretion over strategy, geography, sectors, and investment pacing.The team at Perpetual Investors is led by individuals with deep expertise in private markets. Dr. Christian Wiehenkamp serves as the Chief Investment Officer, playing a key role in guiding the firm's investment strategy and asset allocation. The firm's approach combines capital with pragmatic guidance to empower entrepreneurs and help partners scale and succeed in global markets, aiming to foster new market leaders and enduring enterprises.

Reimann Investors is a Munich-based family office and venture capital firm that manages the assets of members of the Reimann entrepreneurial family. The family divested its stake in the former family business in the late 1990s. The firm focuses on long-term investments in both capital markets and corporate direct investments, particularly in young and fast-growing companies.The firm's venture capital arm primarily backs visionary startups with cutting-edge ideas in the B2B Software, Artificial Intelligence (AI), and Fintech sectors. They invest phase-agnostically, typically in Seed and Series A rounds, but also participate in later-stage growth rounds (Series B, C, D). Reimann Investors positions itself as a strategic and active partner, working closely with management to support and promote company development, particularly in the DACH region (Germany, Austria, and Switzerland).Reimann Investors has a portfolio that includes companies in SaaS, FinTech, and Digital Commerce. Notable past investments include SOFORT (now part of Klarna) and XEMPUS. The firm emphasizes providing resources, mentorship, and a network to help startups scale and achieve their potential, focusing on building lasting legacies rather than solely chasing 'unicorns'.The team at Reimann Investors comprises individuals with diverse backgrounds, including engineers, investors, operators, and analysts. Key team members include Hans-Christian Perle and Samuel Schuler as Managing Directors of Reimann Investors Venture Management GmbH, and Isabell Engel as General Counsel. Johannes Poellmann serves as an Investment Manager, supported by Associates and Analysts, bringing a blend of technical knowledge and business expertise to their investment approach.

SFO Group is a Munich-based family office established in 2013, operating in collaboration with the German Consulting Group (GCG). The firm focuses on investment activities within the small and medium-sized enterprise (SME) sector, particularly in what it refers to as the 'Old Economy'. Its core strategy involves building a portfolio of established mid-sized manufacturers within the industrial goods sector, with a specific emphasis on mechanical and plant engineering, and companies in special situations or undergoing succession planning.The firm views corporate crises as opportunities to create new value and lay the groundwork for long-term success. SFO Group primarily invests its own capital, aiming for successful restructuring and further development of these companies without pressure for immediate resale. They emphasize close and consensual cooperation with all involved stakeholders, including banks, credit insurers, employees, management, and former shareholders.SFO Group's expertise lies in developing robust concepts based on the IDW S6 standard for assessing restructuring viability and worthiness, combined with extensive due diligence know-how. The firm also supports private equity houses and family offices in distressed transactions, offering services in selection, due diligence, and restructuring. They analyze and evaluate over 40 cases annually, providing concrete and economically sound solutions.The firm's investment interests extend to sectors such as mechanical and plant engineering, transportation/aviation, the electronics industry, automotive, and energy. The assets of the family office are managed by its executive management team, reflecting a long-standing entrepreneurial family tradition in Munich.