Private Wealth Management Deutsche Bank

Family Office Services

Families of considerable net worth often maintain an array of holdings – from real estate and business assets to trust funds and other investments in many different countries. Supervision of these assets has often been delegated to portfolio managers and banks, sometimes almost as diverse as the assets themselves. Family Office Services from Deutsche Bank Private Wealth Management aim to consolidate matters, by providing an overview of the performance of your assets – and your asset managers – no matter how geographically dispersed they may be.

The Benefits of Family Office Services

  • Convenience – we can assume responsibility for monitoring asset performance and professional advisers*
  • Security – receive an objective appraisal of the overall value of your holdings
  • Professional reporting – documentation of weaknesses and risks, performance benchmarking
  • Quality advice – from us, and from your professional advisers, once everyone shares a greater understanding of your overall position
  • Cost efficiency – with reduced complexity, participation in contract negotiations and cost advantages of single administration

 
*Constant Monitoring – The degree of monitoring will vary depending on the jurisdiction and terms and conditions agreed to in writing.

Related Topics

Discretionary Portfolio Management
Active Advisory
Independent Financial Advisers
Family Office Services
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