Münster Stegmaier Rombach Family Office

Overview

Münster Stegmaier Rombach Family Office is an independent multi-family office focused on preserving, growing and coordinating substantial family fortunes through intergenerational transitions.²

The firm reports more than 70 employees, four locations, four managing directors and more than 50 wealthy entrepreneurial families served.²

History

Johannes Stegmaier and Dr. Hermann Siegfried Graf zu Münster founded the business in 2001 as the Münster Stegmaier Family Office.²

Leadership

- Werner Gasser, CEO and managing shareholder, leads the firm and oversees strategy, central services, finance, personnel and business development.³ - Stephan Jäggle, CIO and managing shareholder, is responsible for strategic asset allocation and asset-manager selection.³ - Wolfgang Rombach, managing shareholder, oversees advisory work and the family office’s investment holdings business.³ - Vanessa Matheis, managing shareholder, is responsible for advisory services and wealth controlling.³

Services

MSR’s services include total wealth management, efficient wealth structures, tailored investment concepts, manager selection, tax and legal optimization, reporting, controlling, risk analysis and succession planning.⁴

The firm also supports family constitutions, family strategies, will execution, foundation formation and foundation management.⁵

What the firm offers

• Tax planning
• Estate planning
• Philanthropy

Client Focus

MSR works with entrepreneurial families whose wealth is complex, including family businesses and families spanning multiple generations in Germany and abroad.⁶

Approach

The firm describes its approach as independent, comprehensive and individually tailored. It emphasizes transparent reporting, long-term family partnerships and mediation when family interests differ.²

Regulation

MSR states that BaFin authorizes it under Section 15 WpIG for investment brokerage, investment advice, contract brokerage, financial portfolio management and proprietary trading.⁷

FAQs

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Sources

1. https://www.msr-familyoffice.de/de/
2. https://www.msr-familyoffice.de/de/werte/philosophie-fakten
3. https://www.msr-familyoffice.de/de/menschen/berater-team
4. https://www.msr-familyoffice.de/de/expertise/unser-weg
5. https://www.msr-familyoffice.de/de/expertise/orientierung-struktur
6. https://www.msr-familyoffice.de/de/meta/impressum

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.