Eulenburg Family Office

Name

Eulenburg Family Office

Legal name

Eulenburg Family Office GmbH & Co. KG Hamburg

Website

https://eulenburg-fo.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Family Office / Wealth Management Services

NAICS

Other Individual and Family Services (62419)

SIC

Services-Management Services (8741), Services-Personal Services (7200)

akta.pro primary industry

Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)

akta.pro secondary industries

Lifestyle, Concierge & Personal Services Management (FSAAADAJ), Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)

Keywords

• Family office services
• Wealth management
• Financial planning
• Wealth reporting
• Concierge services

Headquarters

HQ city

Hamburg

HQ country

Germany

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Family Office Services: Comprehensive wealth management services including financial planning, asset analysis, asset steering, wealth reporting, and strategic future management. Flexible service packages allow clients to select comprehensive or specific services.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Eulenburg Family Office is a German single-family office (organized as GmbH & Co. KG) based in Hamburg that delivers integrated wealth management services to high-net-worth individuals and families. It provides financial planning, wealth analysis and management, consolidated wealth reporting, strategic future planning, document management, secure web portal access, and personal concierge services. Operations are supported by the qplix digital wealth platform.

Product overview

Eulenburg Family Office provides comprehensive wealth management services for high-net-worth individuals and families. The company offers a modular service structure with options ranging from specific individual services to a full-service family office solution. Core services include Financial Planning (Finanzplanung), Wealth Analysis (Vermögensanalyse), Wealth Management (Vermögenssteuerung), and Wealth Reporting (Vermögensreporting), complemented by Strategic Future Management (Zukunftsmanagement) for succession planning. The digital offering includes the encrypted Document Management system for storing and accessing all wealth assets, the Web-Funktion portal for mobile access to wealth reporting, and the comprehensive Eulenburg Vermögensbericht (Wealth Report) providing detailed analysis. Additional services include Concierge-Dienste for organizational support. Clients can choose between a streamlined solution or the broader service palette based on their needs.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Structured financial planning services for high-net-worth individuals and families, supporting the design and oversight of their overall wealth strategy.
• Wealth Analysis and Wealth Management Multi-asset wealth analysis and ongoing wealth management across the client's holdings, delivered as a core single-family-office mandate.
• Wealth Reporting Consolidated wealth reporting across all asset classes and structures, delivered through the qplix platform to give clients a unified view of their wealth.
• Strategic Future Management Strategic, multi-generational planning service that supports the family's long-term objectives, succession and future structuring of wealth.
• Document Management Centralized document management service providing secure organization and storage of wealth-related and family-office documents.
• Client Web Portal Secure online web portal that gives clients access to their wealth reports, documents and family-office services.
• Concierge Services Personal concierge service offering administrative and lifestyle support to high-net-worth clients and their families.

Quantifiable outcome

• Replaces 20 folders with 5-second access to all assets via digital platform

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Five partnerships are on record, tiered supporting, minor and core.

• HABEWI GmbH & Co. KGsupportingImplementation/ SI/ Consulting PartnerExternal data protection officer (Datenschutzbeauftragter) providing GDPR and German data protection compliance services. Represented by Arne Platzbecker, located at Palmaille 96, Hamburg.
• Bürotec GmbHsupportingTechnology or IntegrationExternal hosting provider for website infrastructure. Website hosted at Mörkenstr. 7, Hamburg, with data center at 20537 Hamburg.
• FOCUS WerbeagenturminorImplementation/ SI/ Consulting PartnerAdvertising agency responsible for website design and concept. Contact: www.focus-wa.de.
• JobRadminorOthersMobility partner for employee commuting benefits. Employees receive mobility quota for HVV & DB public transport and/or JobRad bicycle leasing program.
• qplixcoreTechnology or IntegrationWealth management and reporting platform provider. Clients access their reporting portal at https://eulenburg.qplix.com/ for real-time asset overview and reporting.

Scale indicators1 record

Recent moves6 records

Expansion highlights3 records

Direct peers

• HQ Trust: HQ Trust is one of Germany's leading independent multi-family offices, offering financial planning, wealth reporting, and succession advisory to HNW families — directly comparable in service breadth, independence model, and target clientele to Eulenburg, though at significantly larger scale.
• Blue Port Finance: Blue Port Finance is a Hamburg-based family office and wealth advisory firm offering asset management, financial planning, and succession services to HNW individuals — the closest geographic and service-scope peer to Eulenburg in Hamburg.
• Family Office Bad Homburg: Germany-based independent multi-family office providing comprehensive wealth management, reporting, and succession services to UHNW families — directly comparable in offering and target market, though operating in the Frankfurt/Rhine-Main region rather than Hamburg.
• PEH Wertpapier AG (Family Office Division): PEH operates a family office / wealth management service in Germany covering portfolio management, reporting, and succession advisory for HNW clients — comparable product suite and DACH target market, though structured as a publicly-listed asset manager rather than an independent GmbH & Co. KG.
• Asset Manager Partners (AMP): AMP is a Hamburg-region multi-family office providing wealth structuring, asset management, and reporting for entrepreneurial families — direct geographic and service overlap with Eulenburg, serving a similar HNW/Familypreneur segment.

Broad incumbents

• Berenberg Wealth & Asset Management: Berenberg is a leading German private bank offering private banking, wealth structuring, and family office-style services to HNW/UHNW clients — comparable target customer and service breadth, but operating as a much larger incumbent bank with captive product distribution rather than Eulenburg's independent advisor model.
• Hauck & Aufhäuser (BNP Paribas subsidiary): Hauck & Aufhäuser is a German private bank with a dedicated Family Office unit providing wealth management and reporting services to HNW families — comparable offering and German market, but as a much larger incumbent with a broader product catalogue.

Emerging players

• Scalable Capital: Scalable Capital is a Munich-based digital wealth management platform offering automated portfolio management and reporting — overlapping with Eulenburg's reporting/wealth steering functions for the digital-native HNW segment, but at far lower fees and self-service rather than full-service delivery.
• liqid: liqid is a Berlin-based digital wealth manager targeting affluent and HNW investors with semi-automated portfolio management and reporting — partial overlap with Eulenburg's wealth steering/reporting offering, particularly relevant as a threat/alternative for younger HNW heirs.

Others

• qplix: qplix is the wealth management and reporting platform Eulenburg uses as its core technology backbone for client reporting — not a competitor but an enabling technology partner; comparable in relevance as it powers the digital experience Eulenburg clients see.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Eulenburg Family Office