M&A-Glossar · Begriff

Family Offices

Definition

Definition: Family offices are private wealth management firms that manage the financial and entrepreneurial assets of high-net-worth families. They serve as a central point of contact for all financial, tax, and often personal matters.

Family Offices#

Definition: Family offices are private wealth management firms that manage the financial and entrepreneurial assets of high-net-worth families. They serve as a central point of contact for all financial, tax, and often personal matters.

#### Details: A family office can be organized as a Single Family Office (SFO) – for one family – or as a Multi Family Office (MFO) – for multiple families. The goal is to preserve, grow, and transfer wealth across generations.

  • Direct investments in companies, real estate, and alternative assets
  • Often more discreet and long-term oriented than other investors
  • Key buyer group in the M&A market

#### Relevance in a transaction context: Family offices often bring capital, entrepreneurial mindset, and long-term investment interest – making them especially relevant in succession situations for mid-sized companies.

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