Working together to set new standards, Excellent solutions for complex requirements
Professional generational management for families, foundations and family offices requires creative solutions in line with institutional standards. With decades of experience, tailored services and an extensive network, we provide exclusive access to specialised solutions, appropriate investment opportunities, complex financing and high-level collaboration.
We provide access and connect you with:
We bring together what belongs together
For foundations
The role of foundations is not only to preserve assets, but also to employ assets for long-term growth. We support you in investing your financial assets with a long-term perspective, and in identifying projects aligned with your purpose. In this context, we provide access to partners and co-founders who share your vision and accompany you on your journey.
For family offices
Family offices manage complex assets across generations. In addition to capital investments and succession planning, philanthropic engagement is becoming increasingly important. We provide access to exclusive asset management opportunities, support you with structuring and reporting, and we connect you with foundations and initiatives aligned with your values. In this way, we combine the preservation of assets with the ability to create a meaningful impact.
“We build wealth through trust, responsibility and strategic foresight. Our tailored solutions create lasting value, providing security and preserving wealth across generations.”
Global Head UHNWI & Family Office
Our services
We provide foundations and family offices with economic clarity, strategic orientation and high-level access. Our wealth management ensures transparency and clarity, forming a reliable basis for sound decisions. We offer objective, independent insights into performance, structures and risks - supported by a trusted network of partners.
In addition, we also provide assurance through rigorous oversight of fees and expenses, as well as the audit of transactions for market conformity. With our extensive network inside Commerzbank and beyond, we connect you with experts, projects and co-founders that are aligned with your foundation and investment objectives.
Our advisory services extend beyond initial analysis, providing ongoing support across all asset-related matters. At the same time, we act as a neutral instance, safeguarding your interests and helping to mitigate liability risks. The result is a relationship built on trust, reliability and a real partnership – with the aim of preserving and growing your wealth across generations.
Personal advisory, Consult our experts for personalised advisory services!
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Commercial real estate financing, construction financing or asset planning – customised strategies for your debt capital are our strength.