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"We structure wealth – professionally, with foresight, and across generations."
Tailored Funds for Families, Family Offices, and Foundations
We develop customized fund solutions for complex wealth – efficient and with a long-term investment horizon. From structuring to ongoing administration, we create freedom for what truly matters – and open up opportunities that go beyond traditional corporate structures.
Custom fund structures
Structures designed to grow with your wealth
Large fortunes come with complex requirements – especially when the goal is to preserve and grow it over the long term. A dedicated fund offers families, single family offices, and foundations the opportunity to manage their wealth in a professional, efficient, and future-proof manner.
As a specialized investment management company, we coordinate all regulatory and organizational tasks – from setting up the fund to ongoing administration – in close collaboration with external partners. At the same time, you remain in control: through an individually designed committee, you participate in shaping the strategic direction of your fund within the regulatory framework.
With a fund structure, you gain an effective instrument to manage assets efficiently and sustainably. Responsibilities are clearly defined, risks are deliberately minimized, and processes are significantly simplified – flexible and without any administrative burden on your side. In addition, you gain access to asset classes and investment partners that are generally out of reach for private investors.
Through its professional structure, a fund not only creates transparency and efficiency, but also opens up new perspectives for your strategic wealth planning – discreet, scalable, and sustainable across generations. For families, single family offices, and foundations, this means less operational effort, greater transparency, and access to new asset classes – all with full discretion.
The result is a resilient structure that not only relieves the day-to-day burden and is designed for the long term, but also offers institutional advantages such as economies of scale, bundled negotiating power, and access to leading asset managers.
Our Services
Design and Structuring
- Selection and development of the appropriate fund structure
- Design of governance within the regulatory framework
- Definition of individual investment guidelines
- Support in strategic asset allocation
- Preparation of all fund documentation
- Optional integration of ESG criteria
Implementation and Ongoing Management
- Coordination of all regulatory processes, including communication with BaFin
- Oversight of ongoing portfolio management
- Monitoring of fund accounting
- Valuation of assets
- Risk management
- Ongoing reporting and digital analysis as required
FAQs
What strategic advantages does a dedicated fund provide for families, family offices, or foundations?
A dedicated fund creates structure, security, and flexibility – especially for complex wealth. It enables professional, compliant administration, clear governance, and efficient structuring. At the same time, it provides access to asset classes and managers that are otherwise reserved for institutional investors. And best of all: your family or foundation remains entirely in the background – with noticeable administrative relief and reduced liability.
Which responsibilities does Kontora take on – and which remain with me?
You retain strategic control – we coordinate operational implementation. As an investment management company, we are responsible for the regulatory setup, compliance with fund requirements, reporting, and communication with the supervisory authority. Operational administration – such as fund accounting or annual financial statements – is handled by specialized external partners. Strategic control remains with you: through an individually designed committee, you actively shape the long-term direction of your fund – within the regulatory framework.
How tailored can a fund truly be?
Each fund is structured to fit your specific wealth situation, objectives, and governance requirements. Whether distribution plans, ESG criteria, investment restrictions, or reporting formats – we develop a solution within the legal and regulatory framework that meets your needs and proves effective in the long term.
Is there a minimum fund size for establishment?
A fund generally becomes viable starting from assets in the mid-double-digit million range – depending on complexity and objectives. Ongoing costs, regulatory requirements, and individual administrative effort should be in reasonable proportion to the assets under management. Together with you, we assess whether a fund solution is economically and strategically sensible – and present alternatives if another structure is more suitable.
How is confidentiality guaranteed?
The fund does not appear externally under the name of the family or foundation and is managed by us as the investment management company. All regulatory and contractual frameworks ensure the highest level of confidentiality – while at the same time providing full transparency to all authorized internal stakeholders.
The Benefits of a Dedicated Fund
Hand over responsibility – keep control.
A fund provides not only structure but also security. As the investment management company , we take on not only the implementation, but also the regulatory responsibility for fund management. For example, ensuring compliance with supervisory requirements, risk management, and reporting. This process gives both family offices and foundations the freedom they need for strategic wealth management.
Reliable distributions – security across generations.
Distribution plans are a central component of the wealth structure of many families and foundations. Anchored in the investment guidelines, they define when and to what extent funds are withdrawn or reinvested. This creates a reliable framework – for example, for regular withdrawals to cover living expenses, for financing family projects, or for fulfilling a foundation’s purpose. The result is planning certainty and controlled use of funds. A well-considered distribution logic makes a significant contribution to the long-term stability of wealth. We design these plans together with you, individually, transparently and in line with your objectives as well as legal and regulatory requirements. This ensures that distributions remain not only comprehensible but also sustainable over the long-term.
Thinking about establishing your own fund?
Why Choose Us
- Tailored Fund Concepts – Customized structures for families, foundations, and single family offices
- Strategic Management – Clear governance models and reliable responsibilities
- Efficient Relief – Outsourcing of operational tasks with full transparency and control
- Sustainable Structures – Solutions that preserve wealth and work across generations
- Access to Private Markets – Professional positioning for sophisticated asset classes
- High Level of Discretion – Structures that enable a professional external profile while protecting privacy where needed
- Clear Risk Management – Legally compliant processes and assumption of regulatory responsibility
- Robust Reporting – Mandate-specific analyses, available digitally at any time
- Extensive Expertise – Know-how in family office services, wealth structuring, and administration
- Personal Support – Dedicated contacts for all your questions and concerns
