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, founder of Logos Patrimon and an expert in wealth management, offers innovative virtual family office services for ultra high net worth individuals and single family offices. With 25 years of professional experience, including at HQ Trust and Sal. Oppenheim, she has a global view of the wealth industry and fluently speaks German, English, Italian, and Spanish. She’s also a Certified Financial Planner and has experience with philanthropic foundations.