Sal. Oppenheim jr. & Cie S.C.A. Luxembourg

What Sal. Oppenheim jr. & Cie S.C.A. Luxembourg does

Sal. Oppenheim jr. & Cie S.C.A. Luxembourg operates as the Luxembourg-registered entity within the Deutsche Oppenheim family office group, providing integrated wealth management and family office services to high net worth individuals and foundations. The firm is organized around six interconnected service pillars: wealth strategy development (Vermögensstrategie-Entwicklung), ongoing administration and transparency (Laufende Entlastung), succession planning (Vermögensnachfolge-Vorbereitung), investment management and partner selection (Vermögensanlage), real estate and participation advisory (Immobilien- und Beteiligungs-Beratung), and sustainability advisory (Nachhaltigkeits-Beratung). These are supported by enabling modules including capital market expertise, investment fund selection, strategic asset allocation, and consolidated wealth reporting and controlling.

Underlying capabilities center on human-advisory expertise — explicitly anchored on "erfahrenen Kapitalmarktspezialisten" (experienced capital market specialists) — combined with a wealth reporting and controlling system that provides consolidated visibility across bank accounts, real estate, participations, and other wealth positions. The firm maintains a curated network of cooperation partners in Private Equity, Infrastructure, and Impact Investments, giving clients access to alternative investments typically beyond individual reach. There is no evidence of proprietary AI/ML systems, software products, or self-service digital distribution; service delivery is relationship-led via phone, email, and in-person consultation at the Cologne headquarters.

The business model is a subscription-style recurring advisory fee structure on bespoke, quote-based engagements. Client segments are tightly defined: HNWIs managing large private wealth portfolios and foundations pursuing charitable purposes across generations. With 11 employees, no public listing, no disclosed AUM, and no parent-company information in the data, the firm operates as a focused, privately held family office franchise leveraging the historic Sal. Oppenheim brand heritage and the "Deutsche Oppenheim" DBA.

Name

Sal. Oppenheim jr. & Cie S.C.A. Luxembourg

Legal name

Deutsche Oppenheim Family Office AG

Website

https://oppenheim.lu

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Sal. Oppenheim jr. & Cie S.C.A. Luxembourg is a privately held family office providing integrated wealth management, succession planning, and investment advisory services to high net worth individuals and foundations across Europe, leveraging capital market expertise and an alternative-investment partner network.

Ownership category

akta.pro rank

Product category

Family Office and Wealth Management Services

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (525920)

SIC

Investment Advice (6282), Real Estate Agents & Managers (For Others) (6531)

akta.pro primary industry

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

akta.pro secondary industries

Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD), Family Business & Succession Advisory (FSAAADAL), Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC), Estate Planning, Trust Structuring & Governance (FSAAADAF), Philanthropy, Foundations & Grantmaking Advisory (FSAAADAG)

Keywords

• Wealth management services
• Family office advisory
• Investment management
• Succession planning
• Asset allocation

Headquarters

HQ city

Cologne

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, Infrastructure

Revenue model

1. Wealth Management Advisory Fees: The company provides comprehensive family office services including wealth strategy development, ongoing administration, succession planning, investment management, and real estate advisory. Revenue is generated through advisory fees associated with managing large private and foundation wealth portfolios.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Sal. Oppenheim jr. & Cie S.C.A. Luxembourg provides comprehensive family office and wealth management services for high-net-worth individuals and foundations, delivered in conjunction with Deutsche Oppenheim Family Office AG. The firm develops tailored wealth strategies, manages ongoing administration and reporting, handles succession and foundation planning, selects and oversees asset managers, advises on real estate and alternative investments, and integrates sustainability considerations across portfolios.

Product overview

Deutsche Oppenheim Family Office AG offers a comprehensive, integrated wealth management service platform for high-net-worth individuals, families, and foundations. The core offering centers on holistic wealth strategy development combined with ongoing administration and reporting. The service portfolio includes six interconnected service pillars: (1) Vermögensstrategie-Entwicklung for strategy creation, (2) Laufende Entlastung for ongoing administration, (3) Vermögensnachfolge-Vorbereitung for succession planning, (4) Vermögensanlage for investment management and manager selection, (5) Immobilien- und Beteiligungs-Beratung for real estate and alternative investments, and (6) Nachhaltigkeits-Beratung for ESG-aligned investing. These are supported by enabling modules including Kapitalmarkt-Kompetenz, Investmentfonds, Strategische Asset-Allokation, and Vermögensreporting und Vermögenscontrolling. The offering is structured as a unified family office service rather than discrete software products.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Strategy Development (Vermögensstrategie-Entwicklung) Comprehensive wealth strategy development service that analyzes personal circumstances and creates tailored, robust, transparent, and actionable wealth strategies for high-net-worth individuals and foundations.
• Ongoing Administration and Transparency (Laufende Entlastung und Transparenz) Ongoing administration and organization service that provides a complete and current overview of all bank accounts, real estate, investments, and other assets, allowing clients to focus on essential life matters.
• Succession Planning (Vermögensnachfolge-Vorbereitung) Wealth succession planning service addressing secure and efficient wealth transfer to descendants, foundation establishment, and emergency preparedness for asset protection.
• Investment Management and Partner Selection (Vermögensanlage und Partner-Auswahl) Investment management service that creates coherent implementation concepts from wealth strategies, sustainably accompanies development, and enables selection from the best asset managers.
• Real Estate and Investment Project Advisory (Immobilien- und Beteiligungs-Beratung) Real estate and investment project consulting providing access to interesting properties, discreet buyer/seller matching, and connections to network partners in Private Equity, Infrastructure, and Impact Investments.
• Sustainability Advisory (Nachhaltigkeits-Beratung) Sustainability advisory service for fundamentally aligning family or foundation wealth across generations, addressing ecological, ethical, and social questions in wealth management.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Network and Cooperation PartnerscoreOthersThe company maintains a network of Netzwerk- und Kooperationspartner (network and cooperation partners) in the areas of Private Equity, Infrastructure, and Impact Investments. These partners provide clients with access to investment opportunities in these asset classes that individual investors would not typically access independently.

Recent moves1 record

Expansion highlights3 records

Broad incumbents

• Julius Baer: Swiss pure-play wealth manager serving HNW clients globally with family office-style advisory, succession planning, and investment management — broad incumbent competitor in European HNW wealth.
• VP Bank: Liechtenstein-based international wealth manager and family office provider serving European HNW and foundation clients with comparable advisory, structuring, and investment solutions.
• LGT Group: Largest family-owned wealth and asset manager globally with deep European family office practice; acquired parts of the historic Sal. Oppenheim franchise, making it a particularly direct comparability reference for this entity.
• UBS Wealth Management: Global wealth management giant offering family office solutions, portfolio management, and succession advisory to ultra-HNW clients and foundations across Europe — broad incumbent competitor in the same advisory category.
• Pictet Group: Swiss private wealth and asset management firm with family office services for HNW individuals and foundations, including succession and philanthropic advisory — comparable broad private wealth peer.
• Vontobel: Swiss wealth and asset manager with family office and HNW advisory capabilities; relevant comparable for the European mid-large family office segment.

Direct peers

• Bethmann Bank: German private bank dedicated to family-office services for HNW clients and foundations, offering comparable wealth strategy, succession planning, and asset allocation services in the same DACH market.
• Bankhaus Metzler: Long-established German private bank (founded 1674) with a family office offering serving HNW individuals and foundations, overlapping directly with Deutsche Oppenheim's wealth strategy and succession services.
• Donner & Reuschel: Hamburg-based private bank offering family office and wealth advisory services to HNW individuals, foundations, and family businesses — directly comparable boutique private banking peer.
• Hauck & Aufhäuser: German private bank providing wealth and family office services to private clients and foundations, with comparable multi-family office positioning in the German market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/sal.-oppenheim-jr.-&-cie-s.c.a.-luxembourg

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

Investments

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

Frequently asked questions about Sal. Oppenheim jr. & Cie S.C.A. Luxembourg