The New York Family Office

Overview

The New York Family Office serves German-speaking families, primarily based in Europe, whose investments and family affairs extend into the United States and Canada. The firm describes its guidance as independent and free of conflicts of interest, with advice centered on each client’s personal and financial goals.¹

Its cultural and language familiarity supports its understanding of German-speaking clients’ needs and expectations. The firm works alongside existing advisers and can engage external specialists for specific assignments.²

History

The website copyright displays the dates 2011 through 2026.¹

Services

Asset analysis reviews wealth, liabilities, income, tax and legal circumstances, asset allocation, and investment risks. Asset planning and structuring includes creating a long-term plan shaped by the client’s risk tolerance, liquidity needs, life stage, and personal preferences.³⁴

Coordination and organization services centralize communication among families and advisers, including lawyers, tax advisers, banks, insurers, and asset managers in Europe and North America. The firm also coordinates clients’ activities in the United States and Canada and assists with general administrative matters.⁵

Controlling and reporting services track transactions, monitor wealth development, analyze costs and income, and provide periodic reports on assets and income.⁶

The firm’s listed services also include indirect investments, direct investments, financing, legacy planning, and insurance.¹

What the firm offers

• Tax planning
• Administration and bill pay
• Risk and insurance
• Private and alternative investments

Client Focus

The New York Family Office is designed for German-speaking families, especially those based in Europe with investments and family affairs in the United States and Canada.¹

Approach

The firm identifies honesty and integrity, discretion, client focus, and excellence as its core values. Its approach combines independent guidance with coordination across a client’s existing advisers and selected external specialists.²⁷

FAQs

Related resources

• LocationMultifamily offices in New York

  This directory helps readers compare multi-family offices serving New York and nearby markets. Reviewing listed services can clarify which providers address tax planning, administration, insurance, and private investments for families with North American affairs.

• Network siteCapitalGainsTax.com

  These guides explain capital gains tax concepts and planning considerations for investments held in North America. They can help German-speaking families prepare questions about timing, sales, tax coordination, and the role of specialist advisers.

• Network siteFamilyOffices.com

  FamilyOffices.com offers background resources and a community focused on single-family offices and wealthy families. Readers can use it to learn about governance, administration, investment oversight, and family decision-making before assessing a multi-family office.

• GuideMultifamily office fees

  This fee guide helps readers understand common ways multi-family office costs may be structured. It supports practical questions about retainers, asset-based charges, service scope, and how administration or investment support fits a family budget.

• Similar firmsBessemer Trust
  Collaborative Capital Advisors LLC
  Ehrenkranz Partners

  Profiles of Bessemer Trust, Collaborative Capital Advisors LLC, and Ehrenkranz Partners provide comparison points within the site's broader directory. Readers can examine differences in services, client focus, and geographic orientation when forming questions for a firm serving German-speaking families with North American interests.

Sources

1. The New York Family Office home page
2. About The New York Family Office
3. Asset analysis
4. Asset planning and structuring
5. Coordination and organization
6. Controlling and reporting
7. Values

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.