Eulenburg Family Office GmbH & Co. KG

Overview

Eulenburg Family Office GmbH & Co. KG works in partnership with clients through clear analyses, tailored strategies, and ongoing support. The firm combines strategic, economic, and personal guidance to help clients build and preserve wealth.

Firm details

The firm identifies itself under the legal name Eulenburg Family Office GmbH & Co. KG and is registered with the Hamburg local court under registration number HRA 130292.

Leadership

John Eulenburg is listed as managing director. Monja Kaou is listed as executive assistant.

Services

The firm’s stated service areas include financial planning, wealth analysis, wealth management, wealth reporting, and strategic succession planning.

Financial planning reviews liquidity, taxes, assets, and wealth succession as the basis for a financial assessment.

Wealth management provides individual recommendations to optimize existing asset allocation, with implementation carried out in consultation with clients.

Wealth reporting presents liquid and illiquid assets by asset class, giving clients a current overview of their wealth. The Eulenburg wealth report consolidates assets, strengths, weaknesses, and future direction in one format.

Strategic future management addresses the structured planning of personal wealth and business succession.

The firm’s web function gives clients access to personal wealth reporting through a tablet or computer. Concierge services support clients with agreed organizational tasks in their everyday lives.

What the firm offers

• Financial planning
• Tax planning
• Estate planning
• Administration and bill pay
• Business owner services

Client focus

Eulenburg Family Office supports clients seeking guidance for building and preserving wealth, managing assets, understanding their financial position, and planning personal or business succession.

Approach

The firm describes its work as a partnership with clients, emphasizing clear analyses, tailored strategies, and ongoing support.

FAQs

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Sources

1. Eulenburg Family Office imprint
2. Eulenburg Family Office website
3. Eulenburg Family Office team

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.