Wealth that survives a generation.
We advise family offices, foundation boards and private wealth principals on allocation, risk governance and structuring. Discreet. Long-term. With the clarity an inter-generational transition demands.
- Asset allocation across real estate, equity participations, liquidity and alternative investments
- Risk profiling at family level, not just at account level
- Family-office structuring (Single-Family, Multi-Family, Embedded)
- Inter-generational transition with foundation or holding architecture
The Wealth & Risk Dossier.
Institutional sovereignty is achieved through access to validated sector coupling pathways and rigorous strategic modeling.
Strategic Value Levers
Risk Cascade Mapping
Targeted control and evidence-backed execution to maximize returns and mitigate portfolio risks.
Wealth Preservation
Targeted control and evidence-backed execution to maximize returns and mitigate portfolio risks.
Governance Design
Targeted control and evidence-backed execution to maximize returns and mitigate portfolio risks.
Benchmark Metrics
Decision Scenarios
"Implementierung der AME Risk-Cascade für alle Asset-Klassen."
Ready for a confidential Strategic Audit?
AME principals invite you to a structured evaluation. Let us assess tangible value levers and decarbonization pathways for your portfolio.
Topics we manage.
Asset Allocation - Family Level
We think wealth not in accounts, but in family generations. Allocation logic with liquidity, inflation and succession considerations.
Risk Governance
Which risks does the family bear knowingly, which unknowingly? Operational, concentration, counterparty, regulatory. Audit + recommendation for risk management.
Family-Office Structuring
Single-family-office vs Multi-family-office vs Embedded office. We compare three architectures with cost, governance and discretion profiles.
Foundation & Holding Architecture
Structuring with notary, tax advisor, foundation board. We are strategic pilot - legal structuring is done by specialised partners.
Inter-Generational Transition
Family charter, succession plan, foundation setup. The difficult conversations need an external sparring partner - we provide structure and empathy.
Compliance & Reporting
Consolidated family reporting across all asset classes. Compliance maps to §34d/§34f, MaRisk, regulatory reporting requirements.
Four phases from first confidential meeting to ongoing quarterly review.
Discreet Sounding (Weeks 1-4)
Under strict NDA. We understand family reality, wealth structure, unspoken topics. First conversations are 60-90% listening.
Inventory & Risk Audit (Weeks 5-10)
Consolidated wealth overview, risk heatmap at family level, succession-path sketch. Output: memo + heatmap that holds in a private advisory.
Architecture Decision (Weeks 11-16)
Family-office structuring, foundation architecture, holding setup. We coordinate notary, tax advisor, external asset managers. Decision memo with three viable paths.
Execution & Stewardship (ongoing)
Contract structuring, implementation, quarterly reviews, annual family-charter updates. We remain strategic pilot over years, not months.
What we make hold.
Inter-generational transitions need decade thinking
We are advisors, not asset managers, not insurers
NDA-first, cleanroom protocol, no references without approval
Probe discreetly in a structured conversation.
60 minutes under strict NDA. We listen, understand the family and indicate whether a mandate would hold - at no cost, no follow-up obligation.