Auretas Family Trust — Family offices — Hamburg, Germany

We look deeper. We are interested in the person behind the wealth. We understand what wealth means — both economically and emotionally. AURETAS family trust GmbH is one of Germany’s leading family offices and ranks among the country’s most prominent independent firms in this field. The company acts as a responsible partner and advisor to high-net-worth individuals and selected institutional investors. AURETAS currently manages and advises on more than four billion euros in assets on behalf of over 400 clients. Its team of more than 40 employees operates from offices in Hamburg and Munich. What sets us apart from traditional family offices? When people talk about traditional wealth management, the focus is usually on risk profiles and the selection of asset classes. For us, that approach is too limited — we think differently about wealth. In wealth management, there are many different objectives. We position these within the risk-return spectrum and structure assets according to three fundamental economic functions: Protection, Harvest, and Opportunity. The necessary guidance is provided by our AURETAS Investment Compass. The Protection function mitigates crisis scenarios. The Harvest function captures traditional risk premiums. The Opportunity function enables participation in additional sources of return. By innovatively tapping into all potential return sources across these three economic functions — well beyond traditional equity and bond markets — we enhance the risk-return profile of our clients’ assets through the optimal combination offered by the AURETAS Investment Compass. Our advisory process begins with careful listening, because your needs are at the center of everything we do. We show you what already works well today and how we can bridge the gap to your individual optimum. With this understanding, we then develop your personal Investment Compass.

Family offices · Wealth Investors (LP)