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About us

As one of the largest multi-family office in Germany, we set standards. Our clients benefit from our decades of experience in advising high net worth individuals, entrepreneurs, churches, foundations and institutional investors.

Management of demanding mandates with highly complex asset structures is in our genes. We match your specific requirements to an equally individual solution. As an established family office, we are your personal solution for managing your assets.

Being at your service means we support you in maintaining and developing your life achievements and values. This is the main focus of our daily work.

 

“Management of demanding mandates requires independent thinking and action. Mutual trust forms the foundation for this.”

Dr. Thomas Rüschen, Chairman of the Executive Board
Phone +49 (69) 97 16 11 02
E-Mail: k.i@uvlkjtyv-fggveyvzd.uv

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Deutsche Oppenheim - Overview

Deutsche Oppenheim Family Office AG is the union of two family office pioneers in the German market – Oppenheim Vermögenstreuhand GmbH and Wilhelm von Finck Deutsche Family Office AG. 

 

Corporate bodies    

Chairman of Supervisory board:

Daniel Kalczynski  

Managing Director, Co-Head Deutsche Bank Wealth Management Germany,
Deutsche Bank AG  
 

Advisory board:

Prof. Dr. h. c. Roland Berger (Chairman)                                                             

founder and honorary Chairman of the supvisory board of the management consultant Roland Berger Strategy Consultants

Prof. Dr. Andreas Söffing (Deputy Chairman)    

Tax Consultant and Partner, Flick Gocke Schaumburg
 
Dieter Becken    
Owner and Managing Director, Becken Holding GmbH
 
Jürgen Fitschen
former Co-Chairman of the executive board of Deutschen Bank
 
Klaus Kaldemorgen
Managing Director, Portfolio Management, Deutsche Asset Management
 
 

Key figures

  • Over 100 clients in asset management and the family office sector 
  • Assets under control worth over €10 billion 
  • More than 80 employees 
  • Offices in Grasbrunn near Munich, Frankfurt am Main, Hamburg and Cologne

 

 

History

  • 1988: Foundation of Wilhelm von Finck in Munich by Wilhelm von Finck Sr. and Wilhelm von Finck Jr.
  • 1990: Foundation of Oppenheim Vermögenstreuhand in Cologne by the then partners of Sal. Oppenheim
  • 1999: Foundation of Deutsche Family Office GmbH in Frankfurt am Main by Deutsche Bank
  • 2005: Acquisition of Wilhelm von Finck by Deutsche Bank 
  • 2011: Merger of Wilhelm von Finck AG and Deutsche Family Office GmbH, forming Wilhelm von Finck Deutsche Family Office AG
  • 2013: Merger of Wilhelm von Finck Deutsche Family Office AG and Oppenheim Vermögenstreuhand GmbH, forming Deutsche Oppenheim Family Office AG

 

 

Philosophy

Corporate independence, our own investment strategy and independent management of our client assets serve to guarantee our long-term and future-oriented approach to protecting and growing the total assets of our clients.

We stand for the highest level of customer support and continuity of advice. Without exception, our clients are supported by a team under the personal supervision of a member of the Executive Board or the extended executive team.

 

 

Comprehensive expertise

Our employees take on a very high level of responsibility for providing discreet, professional and effective advice to our clients, and this requires extensive experience and comprehensive expertise. All employees of Deutsche Oppenheim Family Office AG have undertaken excellent training and have long-standing professional experience in the family office sector, as well as several years of service within the company.

 

 

Interaction in a global network

Our affiliation to Deutsche Bank Group not only guarantees security and stability, it also offers additional options for meeting specific customer needs. Where appropriate, we can call on the international expertise and global network of Deutsche Bank in the interest of our clients. Discretion, neutrality and conflict-free advice are essential components of our value proposition.