Tailored Financial Management.
Wealthgate is a bank-independent, owner-managed Family Office in Germany. We accompany entrepreneurs and families with our Beyond Finance approach: wealth in the context of life, responsibility and the future.
A Family Office that thinks beyond your finances.
Wealthgate is headquartered in Schwäbisch Hall with offices in Stuttgart, Düsseldorf and Munich. We serve high-net-worth individuals, families and entrepreneurs — discreetly, individually and across generations.
We think with the perspective of a family steward: long-term, independent and exclusively in your interest.
Behind every fortune are people with families, life stories, and questions that reach far beyond the next quarter.
We call this:
Beyond Finance
Guidance that begins where traditional wealth management ends.
Beyond
Expectations
We accompany families not only in financial matters — but wherever wealth meets life.
Beyond the Normal
Our Family Officers take responsibility, manage complexity and coordinate our network of tax advisors, auditors, lawyers and specialists. Not side by side — from a single source.
Beyond
the
Normal
Our Family Officers take responsibility, manage complexity and coordinate our network of tax advisors, auditors, lawyers and specialists. Not side by side — from a single source.
Tailored for you with one goal: your wealth in balance.
Individual investment advisory, financial and succession planning, wealth reporting and controlling — coordinated from a single source and aligned with what matters to you.
One approach. Five experienced teams.
Each advisory field is led by a specialist — with deep expertise and personal accountability for the outcome.
Financing
Structured solutions for business and private ventures, from funding strategy to closing.
Real Estate
Acquisitions, disposals and portfolio optimisation as part of your overall strategy.
Protection & Retirement
Independent protection concepts for family and assets, conceived from a life-strategy perspective.
M&A
Discreet support for corporate transactions and cross-generational succession planning.
Tangible Assets
Access to curated investments beyond traditional capital markets.
Our own strategies. Our own discipline.
Our funds arise from the same conviction that shapes our advisory: discipline and structure over forecast and speculation.
What moves the markets — and what we think about it.
Analyses, quarterly reports, webinars and brief assessments — well-founded, relevant and to the point.
Interview with our Director Capital Markets: Dennis Scherer
Was hat dich motiviert, Teil des Wealthgate-Teams zu werden? Ehrlich gesagt hätte ich die Wahrscheinlichkeit, dass ich meinen Job in den nächsten fünf Jahren nochmal wechseln würde, vor einem Jahr als sehr gering eingeschätzt. Bei der Börse in Stuttgart hatte ich ein großartiges Team und einen tollen Chef – ich war also rundum zufrieden. Christian …
Bericht für das 2. Quartal 2026
Liebe Geschäftspartner, Freunde und Interessenten des Wealthgate Family Office, heute erhalten Sie unseren aktuellen Quartalsbericht. Ich wünsche Ihnen informative Einblicke und viel Freude beim Lesen. Bei Fragen oder Anregungen sind wir immer gerne für Sie da und freuen uns über Ihren Anruf.
Bericht für das 1. Quartal 2026
Liebe Geschäftspartner, Freunde und Interessenten des Wealthgate Family Office, heute erhalten Sie unseren aktuellen Quartalsbericht. Ich wünsche Ihnen informative Einblicke und viel Freude beim Lesen. Bei Fragen oder Anregungen sind wir immer gerne für Sie da und freuen uns über Ihren Anruf.
Four Locations. One Aspiration.
Personal advice at each of our locations.
Schwäbisch Hall
Kolpingstraße 19/1, 74523
+49 (0) 791 - 202 196 00
Stuttgart
Marienstraße 27, 70178
+49 (0) 711 - 96000 152
Düsseldorf
Dreischeibenhaus 1, 40211
+49 (0) 211 - 88250 411
München
Luisenstraße 14, 80333
+49 (0) 791 - 202 196 00
How can we support you?
A personal conversation is the best first step.