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DirectoryFinance & InsuranceExternal Asset ManagementWollerauHolm Ventures GmbH
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Holm Ventures GmbH

Summary

About the company

Holm Ventures GmbH is an independent multi-family office that provides integrated wealth management and strategic advisory services to entrepreneurs, business owners, and multi-generational families to preserve and grow capital across generations. Services include investment management, wealth structuring, estate and succession planning, philanthropy advisory, family governance, private market opportunities and global investment access.

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Products & services

Industry:External Asset Management
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Family Offices
Software Development
✓ Offered8
Multi-Family Office
Independent wealth management for entrepreneurs, owners and multi-generational families; investment management, strategic asset allocation, structuring, succession planning, philanthropy advisory, family governance and risk management.
Investment Management
Asset management with strategic asset allocation, access to private markets and global investment managers, as well as ongoing monitoring and adjustment of the strategy.
Wealth Structuring
Wealth structuring with integrated planning across law, taxes, governance and succession, tailored to family and cross-border needs.
Estate & Succession Planning
Succession and estate planning for multi-generational assets, including governance, education and long-term structuring across generations.
Philanthropy Advisory
Advisory on philanthropy and international philanthropy as part of a long-term wealth and family strategy.
Family Governance
Family governance advisory for organising family assets, decision-making structures, education and long-term steering across generations.
Private Market Opportunities
Access to private market investments and direct private equity co-investments through an international network of investment managers and partners.
Risk Management
Risk management for family assets with ongoing monitoring, reporting and proactive strategy adjustment.
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Secure profile

Location

Verenastrasse 2
8832 Wollerau

At a glance

Legal form
Limited Liability Company
UID
CHE-161.648.923
Founded
2026 · 0 years
Last commercial register change
April 14, 2026
Employees
1 to 10

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