Guides.
Clear answers.
Answers to the questions families and entrepreneurs ask about organising their wealth.
All guides
What is a family office? Meaning and tasks
What a family office is, which tasks and services it takes on, which forms exist and how it differs from traditional portfolio management.
When is a family office worth it?
How much wealth a single or multi-family office needs to be worthwhile, what it costs and which lower-cost routes exist for smaller fortunes.
Family offices and taxes in Germany
Family offices and taxes in Germany: private assets and asset-holding GmbH, costs, distributions, and inheritance and gift tax at a glance.
Family office software: features and costs
What family office software should do, what it costs and what to look out for: the step between Excel and a family office of your own.
Excel or family office software?
When a spreadsheet is enough and when it is not: Excel and family office software compared, from account balances to investments and access rights.
Holding company assets: structure and reporting
Holding company assets: what an asset-holding company is, how property holdings are structured and what good wealth reporting shows.
Reading statements, receipts and contracts automatically
How software reads bank statements, invoices and contracts, what it recognises, where you should check and how long receipts must be kept.
Private equity: capital calls and open commitments
How private equity funds call capital, why open commitments belong in liquidity planning, what TVPI, DPI and IRR show and what software should do.
