Discover

Discover proven wealth-building strategies used by successful individuals and families of wealth with expert guidance.

Implement

Create your individual implementation strategy that meats your circumstances, performance goals and risk budget. Learn how to choose the right advisers, managers or investments.

Take Control

  Monitor your investments, advisers or your own family office management by applying the optimal reporting systems and by setting up the right governance structure.

Purpose-Driven Leadership

  Tessy Antony de Nassau

Tessy Antony de Nassau puts theory into practice, advocating for global health, women’s rights, and basic human rights, while empowering young women worldwide. Her achievements include receiving awards such as Dame Grand Cross of Order of Adolphe of Nassau and Leader of the Year 2019.

Family Office Strategy

Peter Brock

Peter, one of the global top 40 family office service consultants according to Family Capital, has extensive experience in family office services and wealth management for accounts up to 5 billion USD, gained from HSBC and leading EY’s Family Office Services practice in EMEIA. He’s also a trusted advisor for small and mid-cap business owners seeking guidance in wealth and succession planning, including M&A transactions and impact investing.

Virtual Wealth Management

Barbara Stadermann

Barbara, former banker and family officer, founder and adviser, is an expert in wealth management and family office organization. With 30 years of professional experience in banking in Germany and Switzerland and a management role in an established family office, she has seen it all from asset allocation to controlling and risk management as well as governance and philanthropy. She is based in Berlin and speaks several languages fluently.