TSB Wealth Advisory GmbH

Overview

TSB Wealth Advisory develops individualized wealth concepts that consider each client’s residence, family situation, investment horizon, assets, risk tolerance and external advisers. Its approach is designed to align wealth planning with personal circumstances, family needs and long-term objectives.¹

History

TSB states that it has more than 20 years of experience with foreign insurance solutions and sometimes develops its own solutions and products.¹

Leadership

Thomas Bächer is the firm’s managing director, founder and shareholder. TSB identifies him as a bank clerk, financial planner and estate planner. His listed career includes Volksbank Hennef, ABN AMRO Finanzplanung GmbH and Schallehn Family Office GmbH, before and alongside his role at TSB.¹

Services

TSB provides wealth structuring and succession planning. Its succession-planning work addresses tax, legal, economic and emotional considerations and supports implementation.¹

The firm also acts as an insurance broker specializing in foreign unit-linked insurance and inheritance-tax insurance across markets including Luxembourg, Liechtenstein, Ireland, the Bahamas, Bermuda, Singapore, Canada and the United States.¹

Financial advice begins with an analysis of clients’ financial goals and personal circumstances, followed by a long-term investment strategy, implementation support and periodic adjustments.¹

TSB offers wealth planning directly to end clients and as an outsourcing solution for asset managers, banks, family offices, tax advisers and lawyers. The firm states that its outsourcing wealth-planning work is success based, with clients paying after successful implementation based on the value achieved.¹

What the firm offers

• Financial planning
• Tax planning
• Estate planning
• Risk and insurance

Client focus

TSB serves asset managers, banks, family offices, lawyers and tax advisers, as well as affluent private clients, entrepreneurs, international top managers and professional athletes.¹

Approach

TSB’s multi-family office “light” model combines individualized planning with coordination among clients’ external advisers. Its concepts reflect each client’s personal circumstances, family situation, investment horizon, assets, risk tolerance and implementation requirements.¹

FAQs

Related resources

• LocationMultifamily offices in Germany

  This page provides context on how German multi-family offices are structured and the types of households they serve. It can help a family or business owner compare local approaches to wealth structuring, succession planning, insurance and long-term financial advice before reviewing TSB Wealth Advisory GmbH.

• GuideMultifamily office services

  This overview explains common multi-family office services, including financial, tax, estate and risk planning. A reader can use it to map those service areas to personal priorities, such as preparing a succession plan or coordinating insurance decisions across family and business assets.

• Network siteFamilyBusinesses.com

  FamilyBusinesses.com offers a directory and practical playbooks for owners of family-run companies. Its material can help readers consider governance, ownership transfers and continuity questions alongside the financial and estate planning topics relevant to a German business-owning family.

• GuideQuestions to ask a multifamily office

  This question guide gives prospective clients a framework for discussing fees, advice, communication, conflicts and succession work with a multi-family office. It can support a more focused first conversation about the services, decision makers and long-term expectations that matter to a family or business owner.

• Similar firms917 Family Office AG
  A/VENTUM family office Consulting AG
  PARAMUS Asset Management & Finanzplanung

  Profiles of 917 Family Office AG, A/VENTUM family office Consulting AG and PARAMUS Asset Management & Finanzplanung provide nearby comparison points on this site. Reviewing them can help readers identify differences in service scope, planning focus and client fit when considering German advisory firms.

Sources

1. TSB Wealth Advisory GmbH
2. Netherlands Authority for the Financial Markets register

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.