Deutsche Oppenheim Family Office AG

Overview

The firm describes itself as a multi family office for high net worth individuals, entrepreneurs, churches, foundations and institutional investors.² It advises wealthy families across generations and across all asset classes.² The company is an independent affiliate of Deutsche Bank Group.² As a member of the group, it says it provides access to Deutsche Bank AG’s international expertise and global network.² The firm states that BaFin has authorised it to provide investment services and identifies BaFin as a supervisory authority.¹

The firm’s German locations are Hamburg, Köln, Frankfurt and Grasbrunn bei München.⁵

History

The firm traces part of its history to Finck AG, established in Munich in 1988 by Wilhelm von Finck sen. and Wilhelm von Finck jun.² Oppenheim Vermögenstreuhand GmbH was established in Cologne in 1990 by partners of Sal. Oppenheim.² Deutsche Family Office GmbH was established in Frankfurt by Deutsche Bank in 1999.² The company’s history records mergers in 2013 and 2019 that produced the name Deutsche Oppenheim Family Office AG.²

Timeline

1. 1988The firm traces part of its history to Finck AG, established in Munich in 1988 by Wilhelm von Finck sen.
2. 1990Oppenheim Vermögenstreuhand GmbH was established in Cologne in 1990 by partners of Sal.
3. 1999Deutsche Family Office GmbH was established in Frankfurt by Deutsche Bank in 1999.
4. 2013The company’s history records mergers in 2013 and 2019 that produced the name Deutsche Oppenheim Family Office AG.

Leadership

The current imprint lists Volker Hecht as Speaker of the Executive Board, together with Marc Heske, Oliver Leipholz and Anne Wessel.¹ Frank Schriever is listed as Chairman of the Supervisory Board.¹ The firm states that ultimate responsibility for managing a client account rests with a member of the Executive Board.²

Services

The firm develops wealth management strategies after analysing each client’s individual circumstances.³ It offers regular and transparent management covering bank accounts, real estate holdings, company stakes and other assets.³ Legacy services address wealth transfer to heirs, foundation establishment and emergency asset protection.³

Investment implementation includes selecting suitable wealth managers and evaluating active and passive approaches across asset classes.³ The firm advises on real estate projects and company shareholdings.³ It also mentions networks covering private equity, infrastructure, impact and direct investments.³ Sustainability services address ecological, ethical and social criteria in managing family or foundation wealth.³

The firm describes a modular service structure that can be adapted to client requirements.⁴ Clients may select individual services or a complete package.⁴ Its “family fortune as an enterprise” concept has four pillars: wealth management strategy, steering, reporting and controlling.⁴

What the firm offers

• Estate planning
• Philanthropy
• Private and alternative investments
• Cross-border planning

Client focus

The firm serves high net worth individuals, entrepreneurs, churches, foundations and institutional investors.² It says it advises wealthy families across generations and across all asset classes.²

Investment philosophy and approach

The firm says its investment approach is global and multi asset, based mainly on diversification.² It says its in house asset management is tailored to clients’ requirements and risk appetites.²

FAQs

Related resources

• LocationMultifamily offices in Germany

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• Network siteOffshoreTrusts.com

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• Network siteFamilyOfficeDatabases.com

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• GuideThe annual MFO review

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Sources

1. Deutsche Oppenheim Family Office AG, imprint, accessed 2026-10-23
2. Deutsche Oppenheim Family Office AG, About us, accessed 2026-10-23
3. Deutsche Oppenheim Family Office AG, services overview, accessed 2026-10-23
4. Deutsche Oppenheim Family Office AG, Strategy and implementation, accessed 2026-10-23
5. Deutsche Oppenheim Family Office AG, German locations, accessed 2026-10-23

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.