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Your access to sustainable financial management
About us

Specialists for your assets.

Tailor-made
your specialists

Always up to date financially

Opportunities, risks, decisions
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Tailor-made financial management for you

The WEALTHGATE GmbH Family Office combines for you many years of experience in all segments of the financial sector as well as extensive tax expertise at the highest level.
Together with renowned tax law firms in Baden-Württemberg, WEALTHGATE GmbH Family Office has an absolutely unique know-how for the support and advice of extremely wealthy clients.

Independence in consulting, no matter whether a foundation, corporate client or private individual, is our top priority. WEALTHGATE GmbH offers you demand-oriented investment advice, perfect financial controlling or classical asset management, tailored to your needs. We coordinate banking and financial topics for you and supplement this with an investment strategy that only suits you.

We are firmly convinced that the key to your financial success lies in having a partner at your side who is absolutely independent and who is oriented exclusively to your individual needs.

About us

Our services

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Asset controlling and reporting

Real estate and financing

Financial and succession planning

Private Equity

Insurances

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M&A and company handover

Tangible assets

Financial planning for professional athletes

Foundation Management

Investment advice and Investment Brokerage

Asset management

Fund and portfolio management

Der weltweit erste Data bzw. Text Mining Fonds der Welt – Globallytics Fund No. 1

Service overview

Trustworthy handling of your assets

Carefree financial management for you.

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We earn your trust with our professional advice and expertise. Taking into account your personal situation and individual wishes, we manage your assets in a tailor-made manner.
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We relieve our customers in all administrative matters. So that you can simply stay with your house bank, we work together with a selection of custodian banks.
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Our investments follow a stringent, transparent and disciplined investment process with a long track record. Thanks to our exclusive and bank-independent investment research, we are free of conflicts of interest.
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Sustainability in investment is very important to us. We would be happy to work with you to develop exclusion and positive criteria tailored to your needs.
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We can adapt our professional reporting to your wishes. Intensive and open communication is our top priority.
Our philosophy

Interesting facts and news

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E-Mail

mail@wealthgate.de

Phone

+49 (0)711 96 000 150

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