This is WEALTHGATE

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.

We work exclusively for you!

For us Family Office means close connections to our clients as well as an intensive relationship of trust between all parties involved. We are close to you and available for you at any time.

You have made many right decisions in your life – this results in your life’s work. You have worked hard for it and created values. You have been diligent and have pursued your vocation. Now we will do exactly the same – for you, for your family and for the next generation. And that for each of our clients individually.

We are a manufactory that recognizes your goals, wishes and ideas and realizes them with you. With outstanding skills and a great deal of craftsmanship in our work, we will maintain and increase values for you.

Value-preserving

You alone, or together with your ancestors, have built up and increased your family wealth. We ensure that your life’s work continues to grow and is safe and protected even in times of crisis.

Securities, real estate, art collections or real estate – it’s all about your total assets. Our task is to set the right course in good time in order to be able to preserve what you have created in the future.

What is self-evident in a company should also apply to your private assets: professional management by competent experts – but above all by people who think their way into the history of your family and learn to understand your family philosophy.

For us, Family Office means being your sparring partner, understanding your life situation and preserving your family assets over the long term – and that for generations to come.

Supporting

We show the best ways to reach your destination. We accompany you personally with the plan to relieve you effectively as well as to preserve and increase your assets.

The introduction of efficient asset structures, as well as a selection of individually tailored concepts, are only some of our tools. We approach decisions from your own personal perspective and implement them in close consultation with you.

Put your trust in the competence of our consulting team, which has decades of experience and flexible strategies that can adapt to current developments at all times.

Choose sustainability, safety and experience; Choose the best for your family assets, the WEALTHGATE Family Office.

Tailor Made

Only the most experienced and best qualified advisors in their field will take care of your assets, just as you and future generations would like them to.

You determine the scope. Our aim is to make it easier for you to handle your assets and to preserve your family’s philosophy.

We accompany you in the implementation of investment decisions and check every single step for compliance with your risk momentum, investment guidelines and performance targets.

Continuous reporting ensures a high level of transparency about the development of your assets at all times.

Our Philosophy: More than a Bank

The art of asset management lies in maintaining and increasing value over the long term, regardless of market changes. Profound market knowledge, many years of expertise and a network of strong partners form the basis for our individual asset management services.



Carefree

We direct our investment advice solely to the individual needs and objectives of our clients. Taking into account your individual circumstances and wishes, we manage your assets in such a way that you are relieved of all administrative issues.



Individuality

When choosing investment products, we are completely bank-independent. We are happy to work with the bank of your choice. With V-Bank, a private bank specialising in asset managers, we can offer you particularly attractive conditions for portfolio management and account management.

w

The best advice

Our many years of personal experience, our in-depth knowledge of national and international financial markets and our active monitoring of current market developments form the solid foundation of our advice. Each team member personally guarantees absolute discretion and integrity. This is complemented by our cooperation with one of the leading tax offices in the region.

Our partners

Your access



E-Mail

mail@wealthgate.de



Phone

+49 (0)791 202 196 00