Smart Family Office

Name

Smart Family Office

Legal name

Smart Family Office GmbH

Website

https://smartfamilyoffice.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Family Office Services

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282), Investors, Nec (6799)

akta.pro primary industry

Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

akta.pro secondary industries

Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC), Family Business & Succession Advisory (FSAAADAL), Family Office Services (Single & Multi-Family Office) (FSABADAF)

Keywords

• Family office services
• Wealth management advisory
• Succession planning
• Asset allocation strategies
• Family governance consulting

Headquarters

HQ city

Salzburg

HQ country

Austria

HQ region

Europe

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Wealth Advisory Services: Ongoing advisory and consulting services for comprehensive wealth management, including portfolio oversight, succession planning, and family governance. The nature of services (ongoing Core, Investments, Legacy, Strategy modules) suggests recurring fee arrangements, likely retainer or AUM-based.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Smart Family Office provides independent, bank-unaffiliated wealth management advisory services to ultra-high-net-worth entrepreneurs and families across four integrated modules: SFO Core (consolidated wealth reporting across all bank accounts, holdings, real estate, and foundations), SFO Investments (strategic asset allocation and portfolio management), SFO Legacy (succession planning, tax-optimized structuring, and family mediation), and SFO Strategy (family governance and multi-generational decision frameworks). The firm also offers SFO Sports, a specialized vertical for sports-industry clients.

Product overview

Smart Family Office is an independent family office providing comprehensive wealth management advisory services for entrepreneurs, business families, and their successors. The company operates four integrated service modules: SFO Core (total wealth consolidation and reporting), SFO Investments (strategic capital allocation and portfolio management), SFO Legacy (succession planning and intergenerational wealth transfer), and SFO Strategy (family governance and organizational development). These core offerings are complemented by specialized vertical services such as SFO Sports, all delivered through three Smart HUBs located in Salzburg, Frankfurt, and Boston.

Differentiator

Problem solved

Functional benefit

Brands

• SFO Core: Vermögensmanagement-Service zur Erfassung und Strukturierung des Gesamtvermögens mit konsolidiertem Reporting
• SFO Investments
• SFO Legacy
• SFO Strategy

Products and services

• SFO Core Consolidated wealth management service that brings all client assets — multiple bank accounts, holdings, real estate, foundations, and participations — into a unified, transparent reporting system independent of any financial institution. Includes cost and risk control and the establishment of a governance framework, targeted at UHNW entrepreneurs and families seeking oversight across complex multi-bank structures.
• SFO Investments Strategic capital investment management service aligned with entrepreneurial goals. Covers strategic asset allocation, portfolio management, selection of banks and asset managers, direct and co-investment structuring, and performance benchmarking, targeted at UHNW clients requiring active portfolio oversight and bank-independent manager selection.
• SFO Legacy Succession planning and wealth transfer service supporting business and asset succession concepts, foundation and family company design, tax-optimized structuring, family mediation, and coordination of external advisors. Targeted at business owners planning intergenerational transfer and families structuring generational continuity.
• SFO Strategy Translates entrepreneurial leadership into family governance and wealth strategy. Includes family office development, shareholder role and decision structures, strategic KPIs, multi-generational governance models, and organizational change support, targeted at entrepreneurial families formalizing governance for longevity.
• SFO Sports Specialized wealth management vertical focused on the sports industry, led by Alexander Felber as Managing Partner. Applies the firm's core advisory modules to sports-industry clients including athletes, sports families, and related entities requiring cross-border financial structuring, governance, and family office services.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Direct peers

• Glenmede: Independent US-based multi-family office serving UHNW families and foundations with discretionary investment management, wealth planning, and trust services. Directly comparable to Smart Family Office on the independent, bank-unconflicted MFO positioning and multi-generational client focus.
• Pitcairn: US multi-family office serving multiple generations of wealth creators with integrated investment, trust, and family governance services. Closely comparable independent MFO model with strong emphasis on family continuity and multi-generational advisory.
• HQ Trust: German multi-family office providing independent wealth advisory, asset consolidation, and succession planning for entrepreneurial families. Closest DACH-region direct peer with comparable independent positioning and target client profile.
• Marcard, Stein & CO: Independent Hamburg-based German family office serving wealthy families with portfolio management, succession planning, and consolidated reporting. Directly comparable to Smart Family Office as an independent DACH MFO focused on entrepreneurs.
• CI Private Wealth (Altafid Wealth): Multi-family office practice within CI Financial serving UHNW Canadian and US families with consolidated wealth, tax, estate, and succession planning. Comparable independent multi-family office model, particularly on cross-border UHNW wealth planning.

Broad incumbents

• VP Bank Group: Liechtenstein-headquartered private bank with a dedicated family office and intermediary solutions franchise serving UHNW families across Europe and Asia. Broader incumbent offering similar MFO-style services but with deeper balance-sheet, custody, and credit capabilities.
• Bankhaus Spängler: Austrian private bank with strong wealth advisory and family office services; Smart Family Office CEO Philipp Mayerhofer previously worked there. Established incumbent offering investment advisory to UHNW Austrian families, partially overlapping with Smart's target market.
• Northern Trust: US-headquartered global custodian and wealth manager with a large family office and family wealth practice. Provides consolidated reporting, trust, and investment services to UHNW families — comparable service breadth but at much greater scale and with deeper geographic reach.
• Schelhammer Capital Bank: Austrian private bank with private banking and asset management services for wealthy individuals and families; Smart Family Office COO Norbert Pruckmayr previously worked there. Provides overlapping wealth advisory but as part of a broader bank offering.

Emerging players

• Copia Wealth Studios: Newer US multi-family office platform purpose-built for entrepreneurial wealth with founder-friendly engagement models. Emerging player intersecting Smart's target segment of entrepreneurs selling businesses and needing consolidated post-liquidity wealth management.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/smartfamilyoffice

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Smart Family Office