The prosperity and well-being of our clients is our highest aim. That is why our working philosophy emphasises independence, forward thinking, tailor-made approaches and – where appropriate – the courage to act unconventionally. This enables us to craft innovative and successful solutions for challenging portfolios.
FERI was founded more than 30 years ago as one of the first German multi-family offices for the Quandt family and its associates. From the day the company was founded, we have known what it means to manage family assets strategically and successfully.
This background is still reflected in the structure of our clientele today. The majority of clients who entrust their assets to us have an entrepreneurial background. We advise private individuals, families, foundations, as well as smaller institutional clients.
The approach of the FERI family office solution concept is as flexible as you wish. Our specialists will be happy to provide you with holistic support, but you can also assemble individual components in modules according to your requirements. In the end, only one thing counts for us: you must be pleased with the result.
For us, your requirements and needs are the basis for optimising your asset structure. Of course, we always keep an eye on all legal and tax aspects and try to bring about improvements for you. As we work strategically on a long-term basis, we place a strong focus on comprehensive future and succession planning. It goes without saying that our in-house research provides the necessary framework data for a long-term projection of your asset structure.
As part of the implementation consulting service, a flexible and transparent asset structure is implemented on the basis of your individual requirements. Our extensive network enables us to select the most suitable service providers for your assets. The joint development of investment guidelines provides clarity with regard to your investment universe and your risk tolerance. The outstanding market positioning of the FERI family office enables optimal implementation of the insights and objectives gained in strategic asset planning.
The FERI family office is your neutral advisor when it comes to assessing commissioned service providers such as asset managers, tax advisors, credit institutions and legal experts. Our extensive experience gives us the tools to classify services and take measures. The cost structures of external partners are reviewed and evaluated regularly. If required, we will negotiate the conditions for you in order to exploit any potential for savings. FERI asset reporting also provides you with a detailed and up-to-date asset overview at all asset levels.
Taking full risks or opting for complete security? Controlling risks also means identifying risks. To this end, we regularly measure and assess the risk of your asset positions. In addition, we are happy to advise you on the possibility of implementing overlay strategies or other risk-limiting services to protect your assets.
Wealth is about much more than just the monetary aspect. Integrated wealth protection strategies take human and social wealth into account in addition to the client’s financial situation. Comprehensive management of financial assets therefore also pays attention to all relevant aspects of human and social assets. Negative influences on human capital such as intellectual property or social assets (reputation) must be avoided.
In a systematic consulting process, we work with you to identify the relevant risk areas, develop viable protection concepts and coordinate their implementation.
Can investment strategies be used to shape the future in a lasting way, to the benefit of our society and our planet, satisfying at the same time the requirements of a family office in terms of sustainabilty? Our goal is to make this possible. We think and act differently from others. The FERI family office offers holistic advice, from the implementation of your own concept to a sustainability strategy that is in line with your individual, long-term investment strategy. In the implementation phase, we guide you in your search for a suitable structure and investment opportunities that meet your expectations and requirements.
We integrate strategic issues at an early stage by reference to the studies and analyses of the FERI Cognitive Finance Institute. As FERI's strategic research institute and creative think tank, the Cognitive Finance Institute focuses in particular on the economic, capital market and asset protection sectors with the aim of helping investors and asset owners make informed decisions in the face of increasingly complex capital market issues.Go to FERI Cognitive Finance Institute
T +49 (0) 6172 916-3171
FERI Trust GmbH