Fontis Family Office Gmbh

Overview

FONTIS Family Office GmbH is a Stuttgart-based, bank-independent advisory firm focused on holistic asset investment and structuring for affluent private individuals, family companies, and foundations. The firm reports that it is partner-led, owner-managed, and independent, serving clients with advised assets in the high billions of euros.¹

History

Fontis says it was founded in 2000 against the background of the Stuttgart business law firm Hennerkes, Kirchdörfer & Lorz.¹

Leadership

The firm’s current managing directors are Wolf Hartmut Adler, Harald Braun, Thomas Becker, and Frank Specht. Its advisory team also includes Katrin Göpfert, Dr. oec. Adrian Kiehn, Sebastian Deufel, and Michael Krumma.²³

Services

Fontis lists needs analysis, wealth structuring, strategic wealth planning, portfolio management, cost optimization, succession planning, risk management, reporting, communication, and coordination with specialist advisers. The firm says each mandate receives a tailored service scope that combines comprehensive advice with flexible implementation.⁴⁵

What the firm offers

• Investment management
• Financial planning
• Estate planning
• Philanthropy
• Risk and insurance
• Private and alternative investments

Client focus

The firm describes its clients as complex family companies, their shareholders, family foundations, charitable organizations, affluent families, and individuals.¹

Approach

Fontis identifies family orientation, objectivity, neutrality, transparency, owner leadership, and security as guiding principles. It reports having more than 20 experts, more than 30 mandates, more than 20 years of market experience, activity across 35 countries, more than 50 network partners, and experience across more than 10 investment classes.¹⁵

Katrin Göpfert’s stated areas of focus include securities and investment business, complex asset structures, ESG-oriented investment approaches, and impact investments. Dr. oec. Adrian Kiehn focuses on the strategic direction of family assets and access to private markets, especially private equity investments.⁶⁷

FAQs

Related resources

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• Similar firmsPARAMUS Asset Management & Finanzplanung
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  Profiles of PARAMUS Asset Management & Finanzplanung, A/VENTUM family office Consulting AG, and 917 Family Office AG provide nearby comparison points on this site. Reviewing their stated services can help a family or business owner identify which planning, investment, and advisory needs to clarify when assessing FONTIS.

Sources

1. Fontis, Unser Wertbeitrag
2. Fontis, Legal notice
3. Fontis, Unser Team
4. Fontis, Unsere Arbeitsweise
5. Fontis homepage
6. Fontis, Katrin Göpfert
7. Fontis, Dr. oec. Adrian Kiehn

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.