Erdmann Family Office
Erdmann Family Office GmbH is an independent German multi-family office founded in 2005, serving high-net-worth individuals and families with holistic wealth consulting, controlling, fee monitoring, and consolidated reporting across liquid and illiquid assets.
- Company typePrivate
- Founded2005
- HeadquartersArnsberg, Germany
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Erdmann Family Office does
Erdmann Family Office GmbH is a privately held, independent German multi-family office founded in 2005 and headquartered in Arnsberg-Neheim. The company serves high-net-worth individuals and families seeking holistic structuring and preservation of multi-generational wealth, including both liquid and illiquid assets. Its service offering is organized around four pillars: Vermögensconsulting (Wealth Consulting) for holistic advisory and contract negotiation; Vermögenscontrolling (Wealth Controlling) for ongoing monitoring of transactions, risks, and portfolio managers; Kontrolle von Entgelten und Gebühren (Fee and Charge Control) for cost optimization across mandated institutions; and Vermögensreporting (Wealth Reporting) for consolidated quarterly or monthly portfolio reports, including §18 KWG German Banking Act compliance reporting. The firm is led by two Geschäftsführer — Karsten Schnapp and Sven Hässeler, each with over 20 years of banking experience — supported by a small team (Controlling/Reporting, executive assistance, and staff), supplemented by an external network of lawyers, tax advisors, and auditors.
The business model is fee-based professional services: the firm does not sell or distribute financial products, and emphasizes independence from financial product providers as a core source of conflict-free advice. There is no proprietary technology platform; the only disclosed integration is a third-party client document portal (Dokubox via OPAL Consulting). Distribution is purely direct and relationship-driven — initial contact begins with a personal conversation, with no evidence of marketing channels, digital sales motions, or referral programs beyond personal networks. No pricing is publicly disclosed and revenue figures are not available; the firm operates as a boutique practice with a small, stable headcount and a single regional German office.
Erdmann Family Office firmographics
Firmographics- Name
- Erdmann Family Office
- Legal name
- Erdmann Family Office GmbH
- Website
- https://efo-gmbh.de
- Company type
- Private
- Founded year
- 2005
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Erdmann Family Office GmbH is an independent German multi-family office founded in 2005, serving high-net-worth individuals and families with holistic wealth consulting, controlling, fee monitoring, and consolidated reporting across liquid and illiquid assets.
- Ownership category
- akta.pro rank
Erdmann Family Office industry classification
Industry- Product category
- Wealth Management Services
- NAICS
- Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industries
- Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Erdmann Family Office is headquartered
LocationHeadquarters
- HQ city
- Arnsberg
- HQ country
- Germany
- HQ region
- Europe
Offices1 record
Markets served
Erdmann Family Office business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Revenue model
- Wealth Management Advisory Services: Fee-based advisory services for comprehensive wealth management including consulting, controlling, and reporting of total assets (liquidity and illiquid assets). Services provided to high-net-worth families and individuals.
Go-to-market motion1 record
Distribution channels1 record
Erdmann Family Office product offering
Product offeringCore offering
Erdmann Family Office provides holistic, fee-based wealth management advisory services to high-net-worth individuals and families in Germany. The offering comprises four integrated pillars: Vermögensconsulting (Wealth Consulting) for strategy and contract negotiation, Vermögenscontrolling (Wealth Controlling) for ongoing asset and risk monitoring, Kontrolle von Entgelten und Gebühren (Fee and Charge Control) for cost optimization, and Vermögensreporting (Wealth Reporting) for consolidated quarterly/monthly portfolio reports including §18 KWG compliance. The firm manages oversight of total assets across both liquid and illiquid holdings, coordinated with external legal, tax, and audit specialists.
Product overview
Erdmann Family Office offers a single, unified suite of wealth management services designed for high-net-worth individuals and families seeking to preserve and structure multi-generational wealth. The core offering is organized around four integrated service pillars: Vermögensconsulting (Wealth Consulting) for holistic advisory on optimal wealth structure and administrative coordination; Vermögenscontrolling (Wealth Controlling) for ongoing transaction monitoring and risk oversight across liquid and illiquid assets; Kontrolle von Entgelten und Gebühren (Fee and Charge Control) for cost optimization; and Vermögensreporting (Wealth Reporting) for consolidated portfolio reporting including §18 KWG compliance. These services are delivered by a small, independent team of two managing directors and supported staff, emphasizing long-term partnership and conflict-free advisory.
Differentiator
Problem solved
Functional benefit
Products and services
- Vermögensconsulting (Wealth Consulting)
Companies that use Erdmann Family Office
Customer profileSegments1 record
Ideal customer profiles1 record
Erdmann Family Office technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
Erdmann Family Office partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- External Specialists (Lawyers, Tax Advisors, Auditors)supportingThe company collaborates with qualified external specialists including lawyers (Rechtsanwälten), tax advisors (Steuerberatern), and auditors/wirtschaftsprüfern to optimally address client needs in wealth structuring and management.
Scale indicators1 record
Recent moves4 records
Erdmann Family Office competitors and assessment
Company assessmentDirect peers
- FERI AG: One of Germany's leading multi-family offices, providing independent investment advisory and wealth management to HNW individuals and families. Most direct peer given product-agnostic, advisory-led model and German market focus.
- Donner & Reuschel: Hamburg-based private bank focused on independent asset management and wealth consulting for HNW individuals; comparable in its emphasis on conflict-free advisory and German regional clientele.
- Bankhaus Metzler: Frankfurt-based family-owned private bank providing wealth advisory and family office services across generations; comparable multi-generational, independent advisory philosophy.
- Sal. Oppenheim / Deutsche Oppenheim: German multi-family office providing independent, holistic advisory for HNW/UHNW families; closely comparable service suite (consulting, controlling, reporting) and target segment.
- Deutsche Family Office (BMO): German multi-family office serving HNW/UHNW families with holistic wealth structuring, investment consulting, and reporting. Closely comparable in service architecture and target segment.
Broad incumbents
- Bethmann Bank: Frankfurt-based private bank with dedicated family office and wealth advisory services for affluent German families. Broader incumbent offering tied bank products alongside independent advisory.
- Hauck & Aufhäuser Privatbankiers: Frankfurt-based private bank offering independent wealth advisory and family office services for HNW clients; comparable independence positioning but broader institutional scale.
- Berenberg Bank: Major Hamburg-headquartered private bank with comprehensive wealth and asset management for HNW German families; broader incumbent with much wider product and geographic reach.
- HSBC Trinkaus & Burkhardt: Large German private bank with substantial wealth management and family office services; broader incumbent serving HNW clients with a wider product shelf than Erdmann's boutique offering.
Emerging players
- DJE Kapital AG: German independent asset manager offering wealth management and advisory services; overlaps with Erdmann in product-agnostic advisory but more focused on proprietary fund mandates.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Erdmann Family Office social profiles
Digital presenceErdmann Family Office financial estimates
Financial estimateRevenue estimate
Valuation estimate
Erdmann Family Office leadership team
Management profileNumber of profiles
Profiles5 records
Erdmann Family Office funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Erdmann 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 Erdmann Family Office
What does Erdmann Family Office do?
Erdmann Family Office provides holistic, fee-based wealth management advisory services to high-net-worth individuals and families in Germany. The offering comprises four integrated pillars: Vermögensconsulting (Wealth Consulting) for strategy and contract negotiation, Vermögenscontrolling (Wealth Controlling) for ongoing asset and risk monitoring, Kontrolle von Entgelten und Gebühren (Fee and Charge Control) for cost optimization, and Vermögensreporting (Wealth Reporting) for consolidated quarterly/monthly portfolio reports including §18 KWG compliance. The firm manages oversight of total assets across both liquid and illiquid holdings, coordinated with external legal, tax, and audit specialists.
Is Erdmann Family Office a public or private company?
Erdmann Family Office is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Erdmann Family Office founded?
Erdmann Family Office was founded in 2005. It employs 1 to 10 people.
Where is Erdmann Family Office based?
Erdmann Family Office is headquartered in Arnsberg, Germany, in the Europe region.
How does Erdmann Family Office make money?
One revenue line is on record: wealth Management Advisory Services.
Who are Erdmann Family Office's main competitors?
Direct peers on record are FERI AG, Donner & Reuschel, Bankhaus Metzler, Sal. Oppenheim / Deutsche Oppenheim and Deutsche Family Office (BMO). Broad incumbents are Bethmann Bank, Hauck & Aufhäuser Privatbankiers, Berenberg Bank and HSBC Trinkaus & Burkhardt. DJE Kapital AG is listed as an emerging player.
Does Erdmann Family Office have an API?
No public API is recorded for Erdmann Family Office.
What industry is Erdmann Family Office in?
Erdmann Family Office's product category is Wealth Management Services. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAAACAH, Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite). Its NAICS code is 523940 and its SIC code is 6282.