Novethos Family Office
Novethos Family Office GmbH is a Munich-based, BaFin-regulated wealth advisory firm serving high-net-worth families, entrepreneurs, and foundations with modular Family Office mandates spanning capital markets, alternative investments, real estate, succession planning, and consolidated reporting.
- Company typePrivate
- Founded1996
- HeadquartersMunich, Germany
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Novethos Family Office does
Novethos Family Office GmbH is a Munich-based, BaFin-regulated wealth advisory firm founded in 1996 that delivers holistic family office services to high-net-worth individuals and families, entrepreneurs and business owners, and foundations. Its offering is organized around four linked product lines: a modular Family Office Mandate covering succession planning, philanthropy, next-generation education, shareholder structuring, and wealth governance; a Capital Markets advisory capability providing independent access to international investment boutiques and asset managers; an Alternative Investments sourcing and management service; and a Real Estate capability spanning strategy, sourcing, club deals, and ongoing administration nationally and internationally. A proprietary, multi-device reporting tool serves as the unified client interface.
Underlying the advisory surface is an AI-enhanced investment identification layer that screens real estate, capital markets, and alternative opportunities and is described as a mechanism for sourcing exclusive deals; the firm has placed approximately €2 billion across 352 transactions over the last decade, including €1.2 billion in alternatives, and claims outsized returns versus comparable public funds (e.g., €8.1 million of additional return over 10 years on a €10 million equity allocation).
The firm monetizes through recurring management fees on modular Family Office mandates (annual billing), plus transaction and performance-based components on placements. Distribution is exclusively direct and referral-led: a team of approximately 12-15 specialists (CEO Sven Stebinger plus heads of real estate, capital markets, alternatives, compliance, IT, finance, and client management) sells into a relationship-driven channel, supported by LinkedIn and website content marketing. Compliance and regulatory infrastructure — including WpIG/WpHG authorization, MiFID II and EU SFDR sustainability disclosure, ISO 27001-backed HinSchG whistleblower system, and EdW membership — anchors the offering for institutional-quality family clients.
Novethos Family Office firmographics
Firmographics- Name
- Novethos Family Office
- Legal name
- NOVETHOS Family Office GmbH
- Website
- https://novethos.de
- Company type
- Private
- Founded year
- 1996
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Novethos Family Office GmbH is a Munich-based, BaFin-regulated wealth advisory firm serving high-net-worth families, entrepreneurs, and foundations with modular Family Office mandates spanning capital markets, alternative investments, real estate, succession planning, and consolidated reporting.
- Ownership category
- akta.pro rank
Novethos Family Office industry classification
Industry- Product category
- Family Office Services
- NAICS
- Portfolio Management and Investment Advice (523940), Finance and Insurance (52)
- SIC
- Investment Advice (6282), Finance Services (6199), Real Estate Agents & Managers (For Others) (6531)
- akta.pro primary industry
- Family Office Services (Single & Multi-Family Office) (FSABADAF)
- akta.pro secondary industries
- Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC), Real Estate Management for Family Offices (Acquisition, Development, Property Ops) (FSAAADAI), Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD)
Keywords
Where Novethos Family Office is headquartered
LocationHeadquarters
- HQ city
- Munich
- HQ country
- Germany
- HQ region
- Europe
Offices1 record
Markets served
Novethos Family Office business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Family Office Mandate Management: Comprehensive wealth management services with flexible, customizable service modules that can be expanded, adapted, and restructured based on client needs. Revenue derived from management fees and performance-based success components.
- Investment Advisory and Placement: Advisory services for real estate, capital markets, and alternative investments with access to exclusive investment opportunities. Success-based compensation model where Novethos is satisfied only when clients achieve their goals.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Flexible, individually assembled service modules |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels3 records
Novethos Family Office product offering
Product offeringCore offering
Novethos Family Office provides holistic wealth management services to high-net-worth families, entrepreneurs, and foundations through a modular Family Office mandate. Core offerings span capital markets advisory, alternative investments sourcing, and real estate investment services, complemented by AI-enhanced investment identification and a proprietary multi-device reporting tool.
Product overview
Novethos Family Office is a German wealth management firm offering a modular, customizable suite of services anchored by a Family Office Mandate. The core portfolio comprises four linked offerings: Family Office Mandat (holistic wealth governance), Kapitalmarkt (capital markets advisory), Alternative Investments (alternative asset selection), and Immobilien (real estate advisory). A proprietary Reporting Tool serves as the unified client interface across PC, tablet, and smartphone. The firm reports approximately €2 billion in successfully placed investments across 352 transactions in alternatives and real estate over the last 10 years, with €1.2 billion specifically in alternative investments.
Differentiator
Problem solved
Functional benefit
Products and services
- Family Office Mandat (Family Office Mandate) Holistic family office mandate covering next-generation integration, shareholder structure organization, wealth protection, estate planning, succession planning, philanthropy support, and international diversification. Designed for high-net-worth families, entrepreneurs, and foundations needing comprehensive multi-generational wealth governance.
- Kapitalmarkt (Capital Markets) Capital market expertise providing independent and neutral access to international capital markets, connecting clients with investment boutiques, independent asset managers, and large asset managers. Claims sustainable outperformance versus comparable public funds.
- Alternative Investments Hand-selected alternative investment opportunities managed by a dedicated team of experts, with €1.2 billion successfully placed for clients and claimed excellent performance versus market benchmarks.
- Immobilien (Real Estate) Real estate investment services covering strategy analysis, portfolio optimization, direct property sourcing, club deals, portfolio building and administration, and ongoing property management, both nationally and internationally.
- Reporting Tool Intuitive wealth reporting solution accessible via PC, tablet, and smartphone; available daily, monthly, and quarterly with independently configurable views based on individual client preferences.
Quantifiable outcome
- €2 billion invested for clients over 10 years across 352 transactions
- +2 more outcomes
Companies that use Novethos Family Office
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
Novethos Family Office technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability1 record
Feature1 record
Novethos Family Office partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Nicolaidis YoungWings StiftungminorNovethos supports the Nicolaidis YoungWings Foundation, which provides counseling and long-term grief support for young mourners who have lost parents or partners. Bettina and Bernd Glönkler serve as ambassadors and board members. Novethos co-organizes the annual YoungWings charity golf tournament with the foundation and Thomas Müller as ambassador. The tournament was ranked #1 charity golf tournament in Germany.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
Novethos Family Office competitors and assessment
Company assessmentMarket position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks4 records
Key highlights7 records
Customer concentration
Novethos Family Office social profiles
Digital presenceNovethos Family Office compliance and trust
Trust signalCompliance7 records
Novethos Family Office financial estimates
Financial estimateRevenue estimate
Valuation estimate
Novethos Family Office leadership team
Management profileNumber of profiles
Profiles11 records
Novethos Family Office funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Novethos Family Office M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Novethos Family Office
What does Novethos Family Office do?
Novethos Family Office provides holistic wealth management services to high-net-worth families, entrepreneurs, and foundations through a modular Family Office mandate. Core offerings span capital markets advisory, alternative investments sourcing, and real estate investment services, complemented by AI-enhanced investment identification and a proprietary multi-device reporting tool.
Is Novethos Family Office a public or private company?
Novethos Family Office is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Novethos Family Office founded?
Novethos Family Office was founded in 1996. It employs 11 to 50 people.
Where is Novethos Family Office based?
Novethos Family Office is headquartered in Munich, Germany, in the Europe region.
How does Novethos Family Office make money?
Two revenue lines are on record. Family Office Mandate Management is the primary driver. The others are investment Advisory and Placement.
Does Novethos Family Office have an API?
No public API is recorded for Novethos Family Office.
What industry is Novethos Family Office in?
Novethos Family Office's product category is Family Office Services. Its primary akta.pro industry code is FSABADAF, Family Office Services (Single & Multi-Family Office), with a secondary code of FSAAADAC, Family Office Advisory & Outsourced CIO (OCIO). Its NAICS code is 523940 and its SIC code is 6282.