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.
Two Perspectives. One Attitude.
Christian Sammet & Lutz Meschke
The Founders
Their shared conviction: wealth needs an institution independent of any bank, one that thinks exclusively in the family’s interest. Not product-oriented. Not short-term. But with personal responsibility.
„Christian Sammet has accompanied families in complex wealth matters for decades. As CFO, Lutz Meschke saw firsthand how rare holistic advice in wealth management is."
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.
Lutz Meschke helps shape WEALTHGATE's strategic direction
Former Porsche CFO and Deputy Chairman Lutz Meschke has been a shareholder at WEALTHGATE since 2018 and is making his role public for the first time.
Auswirkungen des Iran-Kriegs / Ölpreisschocks auf den Biotechsektor
Geopolitische Eskalationen und steigende Ölpreise sorgen kurzfristig für Verunsicherung an den Kapitalmärkten. Historische Erfahrungen zeigen jedoch: Der Biotech‑ und Gesundheitssektor ist strukturell weniger abhängig von Energiepreisen und erholt sich nach anfänglichen Rückschlägen häufig schneller als zyklische Branchen. In unserem aktuellen Update ordnen wir die Situation ein und zeigen, warum volatile Marktphasen im Biotechbereich auch Chancen …
Fondsupdate Februar 2026
Wir freuen uns, Ihnen das aktuelle Monatsupdate für den WEALTHGATE Multi Asset zur Verfügung zu stellen: Monatliches Fondsupdate Februar 2026 Der Bericht bietet Ihnen wie gewohnt eine kompakte Übersicht zur Fondsentwicklung, zu relevanten Marktbewegungen sowie zu strategischen Anpassungen innerhalb des Portfolios. Für Rückfragen oder einen vertiefenden Austausch stehen wir Ihnen jederzeit gerne zur Verfügung.
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.