Peter Weikert Corporate Consultancy
Family Office Service

Family Office Service

Peter Weikert Corporate consultancy considers the maintenance and reproduction of family wealth over generations the most important requirement. So I want to serve the wealth of my clients with the highest consequence. Trust, confidentiality and integrity are essential and must accompany each phase of the consulting and implementation.

  • Asset analysis and planning
  • Structuring of investment
  • Asset controlling
  • Asset management
    • Analysis and selection of asset managers, including the negotiating of the conditions
    • Supervising of asset managers by means of a regular, standardized and uniform reporting
    • Cost controlling
  • Figure the total assets on an asset management and succession planning software
  • Real estate management
  • Insurance management
  • Support in questions of succession planning
  • Advisory Board activities