Institutional clients

Family offices, foundations
and companies

Bespoke wealth management for complex requirements — holistic, regulated and at the highest level.

Institutional clients

Wealth management for family offices, foundations and companies

Wealth Partners Tegernsee is your specialised partner for holistic wealth management for institutional clients. We think in modules, act in your interest and rely on depth rather than standard solutions.

Family offices

Family offices manage complex, often multi-generational wealth. Alongside a strategically aligned asset allocation, we support the structuring of investment committees, the drafting of investment guidelines and the implementation of rule-based investment processes. We also act as a second opinion on investment decisions or on advisory boards to safeguard quality.

Foundations

Foundations operate within a field of tension between capital preservation, ongoing distributions and a societal mandate. We develop foundation-specific investment guidelines, advise on the definition of income-focused benchmarks and provide well-founded capital-market assessments. On request we accompany tender processes and offer regular risk analyses.

Companies

Companies face the task of investing liquidity reserves and pension obligations safely and efficiently. We offer liquidity-management solutions, advise on the design of conservative yet profitable portfolios, and support balance-sheet optimisation through structured investment concepts.

Your challenges, our solutions

Specialist expertise for complex requirements

Organisations face a wide range of strategic, regulatory and operational challenges. Our service offering is designed to meet these requirements with clarity, structure and experience.

Our expertise also includes

Regular macroeconomic assessments for the G7 states, India and China
Ad-hoc capital-market outlooks in response to geopolitical events
Assessments of policy rates, inflation, sector outlooks and property markets
Development of business models for single and multi-family offices
Macro and capital-market assessments for boards and investment committees
Development of statutes, investment guidelines & investment governance
Impact investing and ESG-compliant strategies
Legal and tax coordination with existing law firms

Whether as full guidance or selective support: we deliver clarity, direction and impact.

What distinguishes our wealth management

A holistic approach: from analysis through implementation to ongoing monitoring
Regulated & experienced: BaFin-licensed, member of the DVFA
Individually scalable: modular design on a cafeteria principle
Precise reporting: transparent reporting, performance checks, benchmark comparisons

Our service building blocks

Three steps. One goal: your wealth optimally positioned.

1. Engineering: analysis & strategy development

Structure check: statutes, investment guidelines, governance requirements
Goal definition: risk-return profile, ESG criteria, distribution needs
Strategy: individual asset allocation & portfolio construction

Example: a foundation with a large holding of fixed-term deposits is repositioned through a diversified dividend portfolio with clear distribution targets.

2. Implementation: from idea to investment

Selection of suitable investment products and platforms
Coordination with existing service providers
Support for implementation through internal or external partners
Investment advice for self-managed accounts (under our WpIG licence)

Example: a family office integrates private equity as a new asset class through us, taking the regulatory framework into account.

3. Quality assurance: ongoing monitoring & adjustment

Performance measurement & target monitoring
Risk reporting & stress scenarios
Evaluation through third-party review or advisory board

Example: a company uses our quarterly evaluation to assess whether its liquidity reserves remain aligned with strategy.

Reliable, well beyond that

Locally rooted. Internationally positioned.

At home at Lake Tegernsee

Wealth Partners Tegernsee GmbH combines traditional values with modern capital-market solutions. Our base at Lake Tegernsee stands for calm, independence and confidentiality — an ideal place for sustainable decisions.

BaFin-licensed & DVFA member

As a BaFin-licensed securities institution we are supervised by the German Federal Financial Supervisory Authority. Member of the DVFA (German Association for Financial Analysis and Asset Management).