Werte Invest Family Office GmbH

Overview

Werte Invest Family Office GmbH identifies itself as the provider of its Family Office offering.⁴ It describes that offering as holistic wealth management for asset-owning families, with tailored solutions for the entire family and for individual family members.⁵⁶ Its client coverage extends from parents to children across generations.⁷

History

Stefan Engels is a founding shareholder responsible for building and expanding the company.⁸ Michael Burmann has been a managing shareholder since 2002.⁹ Klaus Utke has been with the company since 2006 and serves as Prokurist.¹⁰ The team says its members have worked together for more than 15 years.¹¹

Timeline

1. 2002Michael Burmann has been a managing shareholder since 2002.
2. 2006Klaus Utke has been with the company since 2006 and serves as Prokurist.

Leadership

The firm names Stefan Engels as a founding shareholder responsible for company development and expansion.⁸ Michael Burmann is identified as managing shareholder.⁹ Klaus Utke is identified as Prokurist.¹⁰ Thorsten Arns is described as a securities specialist and asset manager focused on affluent private clients.¹²

Services

The Family Office lists financial and wealth planning, succession planning, strategic wealth diversification and wealth controlling among its services.^13141516 It also supports the long-term development and realization of individual investment goals.¹⁷ Its offering includes executorship of wills, or Testamentsvollstreckung.¹⁸ The firm says its service includes financial planning, reporting and controlling for continuing wealth development across generations.¹⁹

What the firm offers

• Financial planning
• Estate planning

Client focus

The firm serves whole families, including parents and children across generations.⁷ Its Family Office is directed toward asset-owning families.⁵ Thorsten Arns’s published focus includes affluent private clients.¹²

Investment philosophy and approach

The firm says family strategy guides wealth preservation, growth and control.²⁰ It states that long-term wealth building and financial security take priority over short-term effects.²¹ Its investment strategy aims for continuously positive results regardless of market direction.²² The firm presents trust, personal relationships and individualized advice as central to its client work.²³ It generally assigns two advisers to each client for four-eyes coverage.²⁴

FAQs

Related resources

• LocationMultifamily offices in Germany

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• Network siteFamilyOffices.com

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• GuideOutsourced CIO vs multifamily office

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  Profiles of 917 Family Office AG, A/VENTUM family office Consulting AG, and Eulenburg Family Office GmbH & Co. KG provide nearby points of comparison on this site. Reviewing these entries may help a German family or business owner frame questions about planning, succession, client focus, and service scope.

Sources

1. Werte Invest Family Office offering , accessed/as of October 23, 2026.
2. Werte Invest Family Office offering , accessed/as of October 23, 2026.
3. Werte Invest Family Office offering , accessed/as of October 23, 2026.
4. Werte Invest Family Office offering , accessed/as of October 23, 2026.
5. Werte Invest Family Office offering , accessed/as of October 23, 2026.
6. Werte Invest Family Office offering , accessed/as of October 23, 2026.
7. Werte Invest philosophy , accessed/as of October 23, 2026.
8. Werte Invest team , accessed/as of October 23, 2026.
9. Werte Invest team , accessed/as of October 23, 2026.
10. Werte Invest team , accessed/as of October 23, 2026.
11. Werte Invest team , accessed/as of October 23, 2026.
12. Werte Invest team , accessed/as of October 23, 2026.
13. Werte Invest Family Office offering , accessed/as of October 23, 2026.
14. Werte Invest Family Office offering , accessed/as of October 23, 2026.
15. Werte Invest Family Office offering , accessed/as of October 23, 2026.
16. Werte Invest Family Office offering , accessed/as of October 23, 2026.
17. Werte Invest Family Office offering , accessed/as of October 23, 2026.
18. Werte Invest Family Office offering , accessed/as of October 23, 2026.
19. Werte Invest Family Office offering , accessed/as of October 23, 2026.
20. Werte Invest Family Office offering , accessed/as of October 23, 2026.
21. Werte Invest philosophy , accessed/as of October 23, 2026.
22. Werte Invest philosophy , accessed/as of October 23, 2026.
23. Werte Invest about us , accessed/as of October 23, 2026.
24. Werte Invest philosophy , accessed/as of October 23, 2026.

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.