Family Office Services

In addition to our network and conference activities, we support family offices, entrepreneurs and professional investors on selected strategic matters.

FAMILY OFFICE ADVISORY

• Establishment and structuring of single and multi-family offices
• Optimization of existing structures — governance, reporting, cost efficiency
• Succession planning and next generation education

INVESTMENT & DEAL FLOW

• Curated investment opportunities from private equity, venture capital, real estate and impact investing
• Due diligence support and co-investment coordination
• Direct capital market access through our Vienna Stock Exchange Direct Funding network

CORPORATE TRANSACTIONS & SUCCESSION

• Sale preparation and buyer identification
• Management buy-out / buy-in support
• Succession solutions for family businesses

INTERNATIONAL EXPANSION

• Market entry and partner identification in DACH, UK and selected international markets
• Structuring of cross-border investments
• Access to our international investor network

IMPACT & ESG

• Definition and implementation of impact strategies
• ESG integration into existing portfolios
• Access to impact investments through our Vienna Impact Investment Forum