SONNTAG Family Office GmbH

Overview

SONNTAG Family Office GmbH manages substantial client fortunes through individualized, forward-looking solutions. The firm coordinates advice across asset categories and supports clients from initial analysis through implementation and ongoing reporting.¹

History

SONNTAG Family Office was founded in 2001 as a subsidiary of a leading regional corporate law firm. The company is organized as a German Gesellschaft mit beschränkter Haftung and is registered with the Augsburg commercial register under HRB 18841.¹²

Leadership

The managing directors are Andreas Kerpf, Stefan Grießer and Eva-Maria Erhard. Matthias Kellner serves as an advisor.¹

Services

The firm begins by recording and analyzing a client’s total assets, then works with the client to define investment objectives. Its services include asset structuring, wealth succession planning, investment strategy development and implementation support.¹

SONNTAG Family Office also advises on selecting suitable external service providers, oversees controlling and provides regular reports on the status and development of a client’s total assets.¹

What the firm offers

• Estate planning

Client Focus

The firm serves clients with significant assets who require coordinated advice across their financial affairs. Its team draws on extensive experience and an international specialist network covering all major asset categories.¹

Approach

SONNTAG Family Office describes its approach as independent, objective and loyal. Its “alter-ego principle” centers the advisory relationship on the client’s interests, while its specialist network contributes structuring expertise, implementation support and investment competence.¹

FAQs

Related resources

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• Similar firms917 Family Office AG
  A/VENTUM family office Consulting AG
  Atlan Family Office

  These profiles offer nearby reference points for comparing SONNTAG Family Office GmbH with 917 Family Office AG, A/VENTUM family office Consulting AG and Atlan Family Office. Reviewing their stated services and client focus can help a German family or business owner identify questions about estate planning, investment support and adviser fit.

Sources

1. SONNTAG Family Office
2. SONNTAG Family Office 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.