D-Tail Family Office AG
Multi family office (D-Tail Family Office AG) headquartered in Wollerau, Schwyz, founded 2016; German subsidiary in Frankfurt holds a BaFin investment-firm licence.
Identity
- HEADQUARTERS
- Wollerau, Switzerland
- OFFICES
- Frankfurt am Main, Germany · Luxembourg
- FOUNDED
- 2016
Investment approach
Overview
D-Tail Family Office AG was founded in 2016 in Wollerau on Lake Zurich and serves a select group of entrepreneurial clients as an independent, cross-generational family office. Its German subsidiary, D-Tail Advisory GmbH, was set up in Frankfurt in June 2022 and received a BaFin licence for investment advice and brokerage in 2023, advising clients on wealth planning and asset allocation independently of banks and asset managers. The group had 25 staff in 2023; its partners came largely from the former BHF Bank.
People
- Maximilian KunzManaging Director, D-Tail Advisory GmbH (head of group investment office) · source
- Udo SchäberlePartner, Management · source
- Christian NägelePartner, Management · source
- Timo BrukerPartner, Management · source
- Armin VogtPartner, Management · source
- Barbara ErtleManaging Director, D-Tail Advisory GmbH (client mandates and risk management) · source
Classification
Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →
FAQ
D-Tail Family Office AG is a multi family office based in Wollerau, Switzerland, founded in 2016.
D-Tail Family Office AG does not publicly state whether it invests directly or through funds.
D-Tail Family Office AG invests in Real Estate & PropTech, Artificial Intelligence and Crypto & Web3.
Key people at D-Tail Family Office AG include Udo Schäberle (Partner, Management), Christian Nägele (Partner, Management), Timo Bruker (Partner, Management) and Armin Vogt (Partner, Management).