Advelio Vermögenstreuhand GmbH
Also known as Advelio
Leipzig family office (Advelio Vermögenstreuhand GmbH) serving entrepreneurial families, foundations and companies with wealth controlling, succession and asset strategy.
Identity
- HEADQUARTERS
- Leipzig, Germany
- OUTSIDE CAPITAL
- Yes — also manages others' money
Overview
Advelio Vermögenstreuhand GmbH is a Leipzig-based family office run by its managing partners Jan Klemm and Sebastian Taubert. It advises private individuals, families, foundations and companies on wealth controlling across banks and managers, complex family structures, succession, retirement planning, executorships and foundations. Portfolio management and investment advice are provided by the two partners as senior partners of DWPT Deutsche Wertpapiertreuhand GmbH, a BaFin-licensed investment firm; Advelio itself does not provide licensed securities services.
People
Frequently asked questions
Advelio Vermögenstreuhand GmbH is a multi family office based in Leipzig, Germany.
Advelio Vermögenstreuhand GmbH does not publicly state whether it puts its own money into companies or invests through funds.
Key people at Advelio Vermögenstreuhand GmbH include Jan Klemm (Managing Partner (Geschäftsführender Gesellschafter)) and Sebastian Taubert (Managing Partner (Geschäftsführender Gesellschafter)).
Yes. Advelio Vermögenstreuhand GmbH manages capital from outside investors.