PARAMUS Asset Management & Finanzplanung

Overview

PARAMUS Asset Management & Finanzplanung advises clients through integrated financial planning that connects investments, real estate, insurance, tax matters, and legal planning with personal life goals. Its services include individualized wealth management, tailored financial and portfolio strategies, retirement planning, risk protection, and family-office support.¹²

Leadership

The PARAMUS team includes Rainer Brixel, European Financial Advisor EFA® and Financial Planner (HfB); Julia Lorenz, Bankbetriebswirtin (BA); Mark A. Königshofen, Certified Financial Planner® and EFA®; Thomas Klemmer, Financial Consultant and Sparkassenbetriebswirt; Michelle Veh, who holds a B.A. in Business Administration; and Thomas Krammer, Financial Consultant.³

Services

PARAMUS develops individualized financial plans that can address property purchases, wealth accumulation, early retirement, and intergenerational wealth transfer. The firm also provides insurance planning, inheritance and succession planning, and foundation advice through its family-office services.²⁴

The firm offers a dedicated Women & Finance advisory focus covering wealth building, retirement planning, protection planning, and financial coaching.⁵

What the firm offers

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

Client Focus

PARAMUS serves clients seeking coordinated advice across investments, property, insurance, taxes, legal planning, retirement, and family wealth transfer. Its planning process is designed to adapt as clients’ wishes and life circumstances change.²

Approach

PARAMUS describes its approach as independent, transparent, comprehensive, individualized, and oriented toward clients’ long-term goals. The firm says it discloses costs and fees and offers individual remuneration models.¹

PARAMUS also states that its advisers work as tied financial planners and advisers of FiNUM.Private Finance AG.⁶

FAQs

Related resources

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  Use this guide to review the range of services a multifamily office may coordinate. For someone considering PARAMUS, it offers a checklist covering financial planning, private investments, philanthropy, insurance, retirement needs, and estate considerations before discussing priorities with an adviser.

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Sources

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.