Quiet structure for newly created wealth.
Wealth Auss is an independent multi-family office in Vienna, serving high net worth individuals and their families with personally accumulated wealth. We oversee significant assets in one place and produce reporting that turns fragmented portfolios into a single, workable picture.
Speak with Wealth AussFor entrepreneurs and professionals with newly accumulated capital
- —Entrepreneurs and Business Owners: Founders and shareholders who have realised liquidity events and now require independent oversight of the capital that moved out of their businesses.
- —Senior Executives and Professionals: Leaders whose remuneration, accumulated savings and investment decisions have resulted in substantial personal portfolios.
- —Real Estate and Financial Investors: Individuals with significant property and financial positions who want those holdings monitored and controlled from a single point.
Independent stewardship across families
- —Fully independent, with no obligation to promote proprietary products or in-house funds.
- —Able to sit alongside existing banking relationships and improve the way information is gathered and decisions are taken.
- —Conservative in approach, with an emphasis on preserving newly created wealth before additional ambition is pursued.
- —Informed by established European family office practice in how wealth is held and how the office is run.
Working with specialists
Where technical work sits outside our remit, we work alongside established firms in banking, Austrian legal and tax advice and international fiduciary administration. Our role is to keep the wider picture organised, so that specialist input is properly connected to each client's mandate.
Services for organised, monitored and protected wealth
For high net worth and ultra-high net worth clients, efficient legal and holding structures are an important part of wealth management. Wealth Auss works with external legal and tax advisors to implement holding companies, foundations and other vehicles, always with regard to applicable regulation and long-term control. We also help clients articulate decision frameworks for future generations, defining who has authority and how outcomes are reviewed.
Wealth Auss helps clients design and monitor asset allocation across cash, bonds, equities, real estate and alternative investments, based on risk tolerance and long-term objectives. We review portfolios across banks and managers and identify points where the combined holdings create exposure that is out of line with the client's intentions. This creates an integrated view of total wealth across accounts and products.
Significant assets generate an ongoing administrative load through documentation, reporting, compliance and coordination. Wealth Auss provides a central point of contact for these requirements, consolidating information and working with service providers to ensure obligations are met accurately and on time. Our team manages review schedules and prepares reporting in formats that make decisions straightforward for busy clients.
Typical multi-family office mandates include asset monitoring, risk management, wealth reporting and representation of clients in dealings with financial institutions and advisors — all services Wealth Auss provides for its client base.
Support for those who have earned their wealth
Newly accumulated wealth often stems from years of decisions taken in business and investing. Wealth Auss is set up for those who have personally created capital, with an approach that respects their experience while adding structured analysis and control.
In our work with first-generation wealth and later planning, we frequently see similar questions about how much risk to retain and how to prepare for succession.
How exposed is total wealth to a single sector, country or asset class.
What portion of assets is available for new opportunities without destabilising core holdings.
Which structures or agreements need to be in place to carry wealth into the next generation.
We address these questions with quantified analysis and structured reporting, instead of generalised statements.
How we work
Measured
We place emphasis on data and on written rationale for decisions, so that every recommendation can be traced back to identifiable facts. Asset allocation work is prepared with explicit assumptions and conservative stress tests.
Discreet
Privacy and confidentiality are central characteristics of family offices, and Wealth Auss is organised accordingly with controlled access to information and restricted communication channels. Our clients often prefer low public visibility; we respect this preference and keep our work centred on substance.
Personal
Each mandate is overseen by senior professionals who remain responsible over time. We deliberately limit the number of client relationships to ensure that decisions are taken by people who know the background in detail.
Client reviews
“They're good at chasing the detail so I don't have to. Emails are short, answers are precise.”
“I moved my reporting to Wealth Auss after getting tired of five different statements. One pack now, which I actually read.”
“The team sat with me, went through every account and position, and pointed out a few risks nobody had mentioned before.”
“I wanted someone steady in the background as my children grow up. Wealth Auss has been steady. No drama, no noise.”
Private conversation with Wealth Auss
For high net worth individuals and families with personally created wealth who seek traditional, independent multi-family office support, Wealth Auss offers a confidential setting to discuss objectives and existing arrangements.
An initial meeting typically covers the current asset structure and the most pressing decisions, so that we can assess whether our services are appropriate.
Contact us directly to arrange a conversation in person or via secure online channels.
- Address
- Tuchlauben 7A 1010 Vienna, Austria
- Phone
- +43 7 209 020 04