Hartz, Regehr & Partner

Overview

Hartz Regehr advises substantial private fortunes through wealth structuring, securities management, consolidated reporting and wealth succession planning. The firm reports about 80 employees, with all shares held by active partners.

History

Achim Hartz and Fritjof Regehr founded the business in 1988 after beginning to build a wealth-management operation within the Thurn & Taxis family’s Vermögenstreuhand. Thurn & Taxis ownership was acquired in 1991, creating Hartz, Regehr & Partner. Since 2021, the firm has operated under the Hartz Regehr name while retaining its stated values and approach.

Timeline

1. 1988Achim Hartz and Fritjof Regehr founded the business in 1988 after beginning to build a wealth-management operation within the Thurn & Taxis family’s Vermögenstreuhand.
2. 1991Thurn & Taxis ownership was acquired in 1991, creating Hartz, Regehr & Partner.
3. 2021Since 2021, the firm has operated under the Hartz Regehr name while retaining its stated values and approach.

Leadership

The firm’s 2025 disclosure report lists Geschäftsleiter Nikolaus Kemser and Dr. Philipp Manchot.

Services

Hartz Regehr begins wealth structuring by examining each client’s personal and financial circumstances, then develops recommendations around goals, family needs, liquidity and the balance of real and financial assets.

Its securities management service uses globally diversified, daily liquid portfolios that may include equities, bonds and alternative investments. The firm describes a systematic selection process focused on long-term portfolio stability, rebalancing and diversification.

Client portfolios remain in the client’s name at a bank, while Hartz Regehr manages them under a limited power of disposition.

Consolidated reporting brings together securities held with Hartz Regehr’s custodian banks and other banks. Clients can receive reports digitally through a portal or in paper form. Services include consolidated portfolio reports, tax-certificate review, withholding-tax recovery support and tax accounting for business assets.

Wealth succession advice addresses estate-planning matters such as wills and personal provisions, with family members’ individual interests at the center. Hartz Regehr also helps heirs and other successors develop the knowledge required to assume responsibility for substantial family wealth.

What the firm offers

• Tax planning
• Estate planning
• Private and alternative investments

Client Focus

The firm serves large private fortunes in Germany and Austria.

Approach

Hartz Regehr states that its principles are quality, integrity and clarity. Its advice is intended to be understandable and aligned with clients’ interests.

The firm’s investment approach favors systematic selection, long-term stability, diversification and regular rebalancing.

Its 2025 disclosure identifies the company as a Wertpapierinstitut subject to the EU Investment Firm Regulation. The report states that the firm does not accept client money or custody securities.

FAQs

Related resources

• LocationMultifamily offices in Munich

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• GuideMultifamily office services

  This overview explains the main services a multifamily office may provide, including tax planning, estate planning, and access to private or alternative investments. Readers can use it to outline which capabilities matter for a large family fortune or business owner before speaking with a bank-independent wealth manager.

• GuideHow to choose a multifamily office

  This guide offers questions for assessing a multifamily office, such as ownership structure, independence, investment approach, and client fit. Those points help a family or business owner examine whether a provider can coordinate tax and estate matters alongside private and alternative investments across Germany or Austria.

• GuideThe annual MFO review

  The annual review provides a recurring reference for tracking developments among multifamily offices and the services they offer. Readers considering a Munich-based adviser can use it to refresh their understanding of market practices, compare service models, and prepare more focused questions about wealth planning.

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  Profiles of 917 Family Office AG, A/VENTUM family office Consulting AG, and Lennertz & Co. GmbH provide nearby comparison points on this site. Reviewing their stated services, locations, and client focus can help families and business owners frame questions for Hartz Regehr without relying on a single firm profile.

Sources

1. Hartz Regehr
2. Hartz Regehr, Unternehmen
3. Hartz Regehr Offenlegungsbericht 2025
4. Vermögensstrukturierung
5. Wertpapierverwaltung
6. Gesamtreporting
7. Vermögensnachfolge

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.