For family offices, institutional investors, and friends of the firm.

We work with professional investors and property owners who value independence, discretion, and an entrepreneurial approach.

What our customers have in common is a clear expectation: reliable results. Transparent processes. And answers when it counts.

Handwritten text that reads, 'Build wealth. Protect wealth.'

01

Families and Family Offices

  • Our investment advice focuses on long-term capital preservation, value growth, and stable distributions.

  • We develop customized solutions tailored to existing family office and holding company structures.

  • We provide support in structuring asset and ownership arrangements and establishing clear governance.

  • We provide operational support wherever it adds value for the family - whether that involves establishing structures, selecting reliable partners, or strengthening existing teams.

  • We support generational transitions from the planning stage through to the active involvement of the next generation.

  • We structure and manage co-investments and club deals with clearly defined roles and decision-making processes.

  • We provide integrated, clear, and customized reporting to help you maintain an overview, stay in control, and make informed family decisions.

02

Institutional investors, funds, and investment platforms

  • We provide support at the asset and portfolio levels and integrate seamlessly into existing governance, reporting, and compliance structures.

  • We provide actionable analyses for investment committees and asset allocation decisions.

  • We source tailored deal flow - ideally off-market - through our established network.

  • We coordinate and oversee the due diligence process (legal, tax, technical, ESG) and synthesize the findings into a clear assessment of risks and value potential.

  • We provide support with financing and handle underwriting and negotiations based on robust modeling.

  • We ensure transparency through structured reporting - including budgets, cash flows, and KPIs, along with specific recommendations for action.

  • We operate with regulatory certainty - in compliance with regulations, efficiently, and without unnecessary complexity.

Looking up at a modern, curved glass building with multiple floors, with a clear blue sky visible at the top.

Over more than 25 years, we have built a robust network of developers, tax advisors, and property owners. This gives us access to properties that remain hidden from the broader market.

For our clients, this offers a clear advantage:
About 70% of our acquisitions are made off-market.

Sometimes, talking is the best remedy.

Whether you have a specific request, a question, or just want to get to know us - we look forward to your call or message.

Tino Lurtsch
T +49 172 1316 695
tino.lurtsch@tream-partners.com

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