Services

Whether you are an individual or a family, the Baumgartner Family Office will assist you in establishing or managing your structures and businesses, as well as support you in the preservation and growth of your wealth.

We are your partner for whatever needs you and your family may have, including entrepreneurial ones.

We are truly independent and offer you a broad range of services:

  • Wealth Management:
    • Reporting (incl. Consolidated Reporting) and Accounting
    • Strategic Asset Allocation
    • Selection of Asset Managers
  • Planning:
    • Wealth Planning
    • Estate Planning
    • Execution of Last Will
  • Business Advisory and Trust Services:
    • Establishment and Management of Companies, Trusts, Foundations
    • M&A (Sale and Purchase of Companies)
    • Sale/Purchase/Lease/Management of Airplanes and Yachts
  • Legal support:
    • Corporate/Mergers & Acquisitions
    • Commercial
    • Banking & Finance
    • Employment
    • Real Estate
    • Private Clients

 

  • Real estate:
    • Purchase/Sale of Commercial and Residential Real Estate
    • Property Management
  • Project Management
  • Private Equity:
    • Selection and Valuation of Targets, Execution of Transaction
    • Management
  • Insurance Solutions:
    • Risk transfer
    • Kidnapping Solutions
  • Philanthropy
  • Family Governance, Concierge and other Services
    • Family Governance
    • Training of Next Generation
    • Relocation
    • Purchase and Sale of Luxury Goods (e.g. Art)