Sal. Oppenheim: Private Asset Management
Preserving assets over the generations, in good times as well as bad, is an art which Sal. Oppenheim has mastered thanks to its 200-year tradition. We have learned what it means to adapt to new situations time and again and to remain flexible, while always maintaining the aim of safeguarding our independence on a long-term basis.
As a result of Sal. Oppenheim wealth gained through experience over many years, they have developed a good understanding of the challenges facing private clients of high net worth and family businesses today.
Successful succession planning is an interdisciplinary process made up of tax, civil and company law as well as financial and asset planning. Sal. Oppenheim role in this is to initiate succession planning, to moderate it in an interdisciplinary way and to direct the implementation.
One common goal unites Sal. Oppenheim: Long-term value preservation and asset growth for generations to come.
Structuring, preserving and increasing assets over generations – these are the core competencies of Asset Management at Sal. Oppenheim. Our experienced and very highly qualified staff advise clients in all asset-related matters.
With tailored investment concepts in the areas of securities, real estate and equity investments, Sal. Oppenheim meets the individual demands and wishes of our clients. As independent advisors, we always invest in the best financial solutions.
Sal. Oppenheim’s client support staff adopt a comprehensive approach that consistently incorporates different asset class combinations in an effective way. Calculable and continuous yield development and balanced risk diversification are more important in this context than focussing on short-term profit considerations or short-lived market trends. For us it is a matter of course that we should include our clients’ private as well as corporate assets in these considerations.