FINVIA BLOG

Family office approach

Family Office Services

Successful succession strategies: strategies for entrepreneurs and private individuals

3.12.2024

Tanja Edenhofer

succession strategies presents both private individuals and entrepreneurs with complex challenges, as financial, legal, tax and private aspects need to be taken into account. FINVIA supports you in all steps of asset succession.

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Successful succession strategies: strategies for entrepreneurs and private individuals

wealth management

Strategic asset allocation - the foundation for successful investing

What is strategic asset allocation? Why is it so important? Read all about this essential building block for successful investing.

wealth controlling

Family Office goes digital

Family offices were successful with traditional methods for decades because the older generation of clients was satisfied with analog office management. The digital transformation has changed things. The newer generation demands transparency and digitalization. Everything is now online. Their wealth and their investments must also be managed and monitored online.

wealth management

6 common mistakes made by wealthy investors

Wealthy Germans continue to be risk-averse when it comes to alternative forms of investment - despite attractive returns. Family Officer Florian Reichenbach sees a clear need for action when it comes to investing. He explains here which mistakes can be avoided.

wealth controlling

What does modern asset controlling do?

How do asset owners keep an eye on reporting and compliance obligations? Qualitative reporting not only makes administrative work easier.

FINVIA

Welcome to FINVIA: about new customers, services and investment amounts

In today's interview, our Head of Marketing & Growth, Matthias John, gives us an insight into how and with what amount you can become a FINVIA customer and which services we cover.

FINVIA

Family Office. Thinking ahead.

In this short interview, our Managing Director Björn Seemann gives us an overview of exactly what sets FINVIA apart from other family offices and how we at FINVIA combine personalized advice and state-of-the-art technology. Because the excellent management of your wealth is playing an increasingly important role these days.

The optimal solution for your wealth - across all asset classes

We will be happy to advise you - personally, directly and without obligation.

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The FINVIA Blog

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