Weilburg Ventures

What Weilburg Ventures does

Weilburg Family Office GmbH is an Austria-domiciled Multi Family Office founded in 2019, headquartered at Rathausgasse 11/Top 3, 2500 Baden bei Wien. The firm was established by an Austrian entrepreneur family that required holistic, independent wealth management for its own complex assets (private holdings, operating businesses, and an Austrian Privatstiftung) and, finding no adequate external solution, opened the operation to other families. It now serves high-net-worth individuals, families, newly wealthy clients (Frischvermögende), private foundations, single family offices seeking co-investment or specialized support, and professional athletes. The firm is regulated by the Austrian Financial Market Authority (FMA) under a WPDLU securities services concession (§4 WAG 2018) and holds §136a GewO commercial wealth advisory authorization (GISA 32294293) plus a §136 GewO business consulting license (GISA 32161854), and discloses under EU SFDR/Taxonomy regimes.

The service stack is modular and bespoke, comprising Strategic Consulting, Wealth Management (Vermögensmanagement), Private Office administrative services, Convenience Service for personal affairs, and Family and Generational Care covering succession planning and family constitutions, plus a proprietary Online Wealth Reporting portal providing near real-time consolidated asset views across all asset classes, with signteq.io used for document management. The commercial model is direct, relationship-driven sales targeting HNW prospects via personal referrals, professional networks, and a website contact funnel, with multi-year bespoke contracts replacing any standard rate card. There are no public pricing tiers, no disclosed customer logos, no external funding rounds, and no subsidiaries or M&A activity, leaving the firm lean at 7-8 named professionals covering CEO, family office lead, asset management (CAIA), real estate, reporting/controlling, executive assistance, and accounting functions.

Note on company identity: external source metadata labels the entity "Weilburg Ventures" and characterizes it as a "venture capital firm," but every authoritative data point in the input (legal name, website URL weilburg-familyoffice.com, services, certifications, team, customer segments) describes a Multi Family Office. The analytical outputs above reflect the Multi Family Office characterization supported by the substantive evidence.

Name

Weilburg Ventures

Legal name

Weilburg Family Office GmbH

Website

https://weilburg-familyoffice.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Weilburg Family Office GmbH is an Austrian Multi Family Office founded in 2019, providing holistic wealth management, strategic advisory, real estate, and family-governance services to high-net-worth individuals, families, foundations, and professional athletes through modular, multi-year bespoke engagements.

Ownership category

akta.pro rank

Product category

Multi Family Office Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Administrative Management and General Management Consulting Services (541611)

SIC

Investment Advice (6282), Services-Engineering, Accounting, Research, Management (8700)

akta.pro industry

PRIMARYFSAAADAC

Family Office Advisory & Outsourced CIO (OCIO)

Financial & Insurance/Asset & Wealth Management/Family Offices (Single- & Multi-Family)

SECONDARYFSAAADAD

Family Office Administration & Operations (Accounting, Reporting, Payroll)

Financial & Insurance/Asset & Wealth Management/Family Offices (Single- & Multi-Family)

SECONDARYFSAAADAL

Family Business & Succession Advisory

Financial & Insurance/Asset & Wealth Management/Family Offices (Single- & Multi-Family)

SECONDARYFSAAADAH

Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest)

Financial & Insurance/Asset & Wealth Management/Family Offices (Single- & Multi-Family)

Keywords

• Multi family office
• Wealth management services
• Investment advisory
• Asset management
• Family governance

Headquarters

HQ city

Breitenfurt Bei Wien

HQ country

Austria

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Revenue model

1. Wealth Management and Advisory Services: The company generates revenue through comprehensive wealth management and advisory services for high-net-worth clients. As a licensed securities firm (WPDLU) under Austrian Financial Market Authority (FMA) supervision, they provide investment advisory and order reception/transmission services for transferable securities, investment fund shares, and real estate fund shares. Services include strategic consulting, asset management, estate planning, and family governance.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Weilburg Family Office operates as an independent Multi Family Office providing holistic wealth management and advisory services to high-net-worth clients. Core offerings include strategic consulting, comprehensive wealth management across all asset classes, private office administration, and family/generational advisory including succession planning. Services are modular and tailored, with a single point of contact acting as the client's personal financial and investment department.

Product overview

Weilburg Family Office operates as a Multi Family Office offering a modular suite of wealth management services. The core offering comprises Strategic Consulting (Strategische Beratung) for holistic wealth planning and structuring, and Wealth Management (Vermögensmanagement) encompassing investment due diligence, asset steering, monitoring, and reporting. These core services are supplemented by Private Office for administrative support and Convenience Service for personal affairs management. The company also provides Family and Generational Care services covering succession planning and intergenerational wealth transfer. A proprietary Online Wealth Reporting system delivers real-time consolidated asset overviews and performance reporting to clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Strategic Consulting (Strategische Beratung) Holistic advisory services covering strategic wealth planning, wealth structuring, investment strategy development, and family governance frameworks including family councils and succession planning. Targeted at high-net-worth individuals, families, and private foundations.
• Wealth Management (Vermögensmanagement) Comprehensive wealth management encompassing investment due diligence, asset steering, wealth monitoring and controlling, risk management, and consolidated wealth reporting across all asset classes. Provided under WPDLU license for investment advisory and order reception/transmission.
• Private Office Executive office services including private secretarial duties, document management, postal handling, account management, and tax document preparation for high-net-worth clients.
• Convenience Service Personal convenience services including private property and luxury asset management, private contract administration, and management of private affairs.
• Family and Generational Care (Familien- und Generationenbetreuung) Long-term family wealth advisory covering family vision development, family constitution drafting, succession planning, intergenerational wealth transfer, financial education for family members, and mediation services.
• Online Wealth Reporting (Online-Vermögensreporting) Proprietary web-based wealth reporting system providing near real-time consolidated asset overview, performance reports, control reports, and risk reports tailored to individual client requirements.

Segments5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Erste Private Bank: Private banking arm of Erste Group serving Austria's wealthiest clients. Comparable to Weilburg in offering holistic HNW advisory including asset management, foundation services, succession planning, and family governance.
• LGT Bank: Liechtenstein-based private banking and asset management group owned by the Liechtenstein princely family, with deep family office and UHNW advisory expertise. Comparable to Weilburg as a multi-generational wealth advisor for ultra-wealthy families and foundations across Europe.
• Kathrein Privatbank: Austrian private bank (part of Raiffeisen Bank International group) with strong wealth management and private foundation advisory capabilities. Comparable to Weilburg as it serves the same Austrian UHNW segment with comprehensive multi-asset advisory.
• Schoellerbank: Austrian private bank owned by UniCredit, offering private banking and family office-style services to HNW clients in Austria. Directly comparable because it serves the same Austrian HNW/family market as Weilburg with holistic wealth advisory, asset management, and succession planning services.
• Wiener Privatbank: Austrian private bank providing asset management, wealth advisory, and family office services. Comparable to Weilburg in serving Austrian HNW individuals and foundations with discretionary and advisory mandates under Austrian FMA supervision.
• Vontobel: Swiss private bank with a dedicated Wealth & Active Ownership unit serving UHNW clients with multi-generational advisory. Comparable to Weilburg in providing bespoke wealth structuring, investment advisory, and family governance services across asset classes.
• Pictet Group: Swiss private bank and asset manager with significant family office and wealth management franchise serving UHNW families globally. Comparable to Weilburg in serving entrepreneurial families needing holistic multi-asset advisory, succession planning, and governance.

Direct peers

• Marcard, Stein & CO: Independent German Multi Family Office offering investment advisory, asset management, and family office services to HNW families. Closely comparable to Weilburg as an independent, conflict-free MFO with a similar modular service offering and focus on multi-generational wealth.
• Quant Family Office: Austrian Multi Family Office providing independent wealth management and advisory to HNW families and foundations. Directly comparable to Weilburg as a similarly-positioned independent Austrian MFO competing for the same client segment with comparable modular services.
• Trust Five Family Office: Austrian Multi Family Office offering holistic wealth management, succession planning, and family governance services to wealthy Austrian families. Directly comparable to Weilburg in scope, scale, and target client profile within the Austrian MFO market.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

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

M&A

Investments3 records

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

Frequently asked questions about Weilburg Ventures