What We Deliver as an Independent Family Office
As an independent family office, we develop tailored strategies to provide the best possible solutions for our clients. A core component of our services is comprehensive wealth controlling. This includes the objective documentation, monitoring, and continued reporting of complex assets, as well as the management and handling of administrative tasks. Building on this foundation, we advise on and actively steer portfolios – with a particular focus on strategic, long-term asset allocation. Mutual respect and strict confidentiality are among our highest priorities.
Our services cover not only the supervision of invested assets and liquidity, but also extend to generational planning and intergenerational wealth transfer.
As an owner-managed and independent family office, we are fully committed to serving our clients’ interests. We act transparently and are always accessible – whether in person, by phone, via video conference, email, or messaging services. In addition to our offices in Hamburg, Kassel, and Düsseldorf, we are part of a trusted network that gives us access to offices in numerous other European cities.
Why We Do What We Do
We relieve our clients of complex administrative burdens while offering in-depth expertise and strategic guidance. Our broad market overview and deep sector knowledge enable a professional and comprehensible approach to wealth management.
Beyond that, a family office is often a trusted advisor in all areas of life. Our experienced and empathetic team members are capable of assuming responsibility with both foresight and discretion. We are also available as personal sparring partners – helping to ease the weight of responsibility that often comes with significant wealth.
This sets us apart from conventional asset managers and allows us to deliver genuine added value. Experience has shown time and again: once clients experience the benefits of a dedicated personal family office, they rarely want to go back.
The Value We Create as an Independent Family Office
Direct access to the owners of our family office enables close, eye-level collaboration. Working side-by-side with you, we develop a holistic and sustainable asset allocation strategy that forms the foundation for long-term success.
We possess deep expertise across all relevant asset classes and provide bespoke solutions tailored to your specific goals and personal preferences. Our approach draws on experience, market insight, and a robust network of specialists – all aligned with your long-term vision.
High levels of transparency, regular performance reporting, continuous oversight of service providers, and measurable efficiency in terms of cost and time are hallmarks of our work. We are also happy to support your decision-making process beyond strictly financial matters.
At all times, we act independently and solely in your interest – because we pursue one shared goal: a long-term, successful relationship built on trust.
Das unabhängige Family Office Liesner & Co. im Detail
We have established ourselves as an independent multi-family office. Our scale allows us to offer cost advantages and better access to global markets, emerging companies, expert insights, and critical networks.
As a member of the Association of Independent Family Offices (VuFO), we benefit from ongoing exchange with other market participants. This dialogue fosters continual knowledge-sharing and updates on best practices, regulatory trends, and emerging developments across financial and strategic fields.
Together with our clients, we define the appropriate balance between wealth preservation and asset growth. This includes assessing cash positions for liquidity needs, as well as targeted allocations across real estate, equities, fixed income, and direct investments in operating companies.
We manage assets across all classes efficiently and transparently, with regular reporting in a structured and trusted format.
In principle, we believe that any substantial wealth structure with a degree of complexity will benefit from our services – regardless of the specific asset holder.
Would you like to learn more? We look forward to hearing from you.
