Asset Management

Family Office

Maintaining wealth over generations is a challenge. Exceptional circumstances like currency reform or economic crises can be a serious drain on resources, and inflation and taxes take their toll, too. In addition, every transfer between generations, through inheritance or during a lifetime, needs to be dealt with. The challenge can only be met by those who consistently structure and organise their assets well and continually optimise them.

Oppenheim Vermögenstreuhand GmbH

The owner families of the Oppenheim bank founded Oppenheim Vermögenstreuhand GmbH (OVT) in 1990 in order to ensure management of the family assets involving future generations. OVT is now a leading provider of family office services in Europe - not to mention one of the oldest - having gained the trust of a large number of families and institutions.

The OVT lays its emphasis on integrated customer care and advice on complex asset situations. The goal is to maintain the assets through generations despite inflation and taxes. The OVT’s advice is always objective and independent. It points out opportunities and risks and provides transparency on the current status and structure of the whole set of assets as well as individual parts.

The comprehensive analysis and strategic direction of a complex set of assets is an essential condition for its ideal management. Comprehensive, continual reporting and controlling is indispensable for a transparent overview. This must not be limited to capital assets. All other values and classes of asset must be included and incorporated in strategic considerations. This applies, too, to all types of financing and liabilities. For this purpose, the OVT has a self-developed reporting system built on a basis of financial bookkeeping. Its results can be directly taken over and further processed by tax advisers. Consulting, reporting and controlling are interrelated and make possible a precisely targeted orientation of total wealth with a high level of transparency.

For details of the OVT’s range of services please click here: www.ovt.de.

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