FINVIA CUSTOMER STORY:
Family assets after the sale of the company
After selling a company, successful entrepreneurs are often faced with the challenge of investing their wealth sustainably and strategically. The complexity increases when it comes to securing the wealth not only for themselves, but also for future generations and protecting it from risks.
More customer stories
In our client stories, we share the experiences and perspectives of our clients from different walks of life - from successful athletes to retired entrepreneurs. Each story gives you a unique insight into how different wealth planning goals and needs can be and how we can solve them individually.
Customer story
READ NOW
Initial situation
OF OUR CLIENT
Albrecht Roth is a 62-year-old entrepreneur who has built up his wealth mainly through the sale of his company. His aim is to provide financial security for his family and future generations. At the beginning of the collaboration, his real estate assets amounted to 350 million euros.
Name:
Albrecht Roth and family*
Profession:
Entrepreneur in the specialty chemicals sector
Origin of assets:
Proceeds from the sale of the company
Age at the start of the mandate:
62
Real estate assets:
350 million euros at the start of the mandate
Target:
Financial security for the family including future generations
*In order to preserve the anonymity of our clients, the success story described is a fictitious personal example that was created on the basis of various real mandates of FINVIA.
Challenges and goals
OF AN ENTREPRENEUR
Albrecht Roth had decided to invest in private equity. However, he was quickly confronted with three major problems when subscribing to private equity funds: He had difficulties scaling the investments as he lacked the experience in managing such a large wealth . Another challenge was the lack of diversification in his portfolio. In addition, as a non-institutional investor, Mr. Roth was often excluded from funds or had to pay higher entry sums.
- A well-founded private equity strategy should be developed on the basis of personal values, previous investments and total assets.
- A dedicated portfolio development plan is to be developed and implemented in order to scale the investments efficiently.
- Managers are to be selected and presented on the basis of comprehensive due diligence.
- New commitments should be intelligently diversified across vintages, company phases, geographies and sectors.
At FINVIA, we have the right solution for precisely these challenges: with more than 1 billion euros of capital invested in alternative investments and over 70 funds underwritten, FINVIA's private equity team offers the ideal combination of expertise and experience. Find out how we strategically invested the Abrecht family's assets across generations with a private equity managed account worth EUR 100 million.
Jan Hoffmann, Head of Alternative Investments FINVIA
"Large and complex wealth requires the development of a customized investment strategy. This is the only way to ensure the family's financial security and create a stable basis for future generations."
Find out which individual investment strategy
FINVIA HAS IMPLEMENTED WITH THE CUSTOMER