Forum Family Office
Munich family office managing one Munich family's wealth since 1997; buys majority stakes in software, water and healthcare SMEs and runs a value fund open to professional investors.
USEFUL FOR Business owners seeking a long-term partner · Co-investors
Family & background
- HEADQUARTERS
- Munich, Germany
- FOUNDED
- 1997
- OUTSIDE CAPITAL
- Yes — also manages others' money
Investment approach
- GEOGRAPHY
- Europe
- STAGES
- Buyout
- ROUTES
- Companies (own capital)
- STRATEGIES
- Private equityPublic equitiesDirect investments
- TICKET
- €5M–€50M
- LATEST DEAL
- ASSD GmbH (Buyout (100%)) · Aug 2026
- INBOUND
- Accepts submissions
Overview
FORUM Family Office has managed the assets of a Munich family since 1997 and invests only in listed and private companies. Its Family Equity arm buys majority stakes, usually 100%, in family businesses with recurring revenue, mainly in software, water and fluid management and healthcare; it holds 46 companies. Its value-investing strategy is also offered to institutional and professional investors through the FORUM Family Office Value Fund, a Luxembourg SICAV. The website is published by Forum Private Equity GmbH, Munich, with Dr. Burkhard Wittek as managing director.
Investment thesis
Majority equity stakes (mostly 100%) in subscription-like businesses with recurring revenue, preferably software, water & fluid management and healthcare; platform deals from €5m revenue or €1m EBIT, transaction value €5–50m; permanent, decentralised and entrepreneurial ownership.
Holdings & investments (46)
INVESTMENT ARMS & VEHICLES
- FORUM Software Mittelstandsholding SESector holding for the software investments
- Luxembourg SICAV running the European value-investing strategy for institutional and professional investors
HOLDINGS & INVESTMENTS · MOST RECENT FIRST
- ASSD GmbHsince 2026
- FBS Informatik AGsince 2026
- ab-data GmbH & Co. KGsince 2025
- AVAPLANsince 2025
- B+B International S.r.l.since 2025
- ESAin S.r.l.since 2025
- Innseals Dichtungstechnik GmbHsince 2025
- Syscamsince 2025
- Delemedsince 2024
- Azurito AG
- BMR Software & Projekte GmbH
- Brain-SCC
- CBG Software
- Cobos Fluid Service
- CWG Watertechnology
- Edgar Schall
- efsta IT Services
- Epias
- GEDAT
- Grün Signalisation Sàrl
- Gypsilon Software
- Hawako
- Healy Hudson GmbH
- HSH Software
- Kufer Software
- Leyco Wassertechnik
- Mecmatica S.R.L.
- MedK
- MedNet
- MedNet EC-REP
- MRUT GmbH
- Naviga
- Nutricon Umweltschutztechnik GmbH
- Pulsation IT
- RDL Group
- S.C.A.T. Europe
- SoftDeCC
- SoftTec
- SSE Software
- SUXXEED GMBH
- Therapsy
- Tiger Filtration
- Triton Water
- veenion GmbH
- Vero Project S.p.A.
- Vitodata
People
- Kristin BösenValue Investing · source
- Dr. Burkhard WittekPartner; Managing Director (Geschäftsführer) · source
- Leonard WittekFamily Equity · source
- Konstantin von KalckreuthFamily Equity · source
- Benjamin KryutFamily Equity · source
- Landino NernosiFamily Equity · source
- Leonard KehlFamily Equity · source
- Benjamin GosseFamily Equity · source
- Julian TreidlerFamily Equity · source
- Anselm HansteinFamily Equity · source
- Marcel SchoberFamily Equity · source
- Leonardo BerrutiFamily Equity Italy · source
- Tommaso FolliFamily Equity Italy · source
Frequently asked questions
Forum Family Office is a family-anchored fund based in Munich, Germany, founded in 1997.
Forum Family Office invests its own capital into companies. Its stated asset mix includes private equity, public equities and direct investments.
Forum Family Office invests at Buyout stage in Software & SaaS, HealthTech and Industrial & Manufacturing.
Forum Family Office's stated ticket size is €5M–€50M.
Key people at Forum Family Office include Dr. Burkhard Wittek (Partner; Managing Director (Geschäftsführer)), Kristin Bösen (Value Investing), Leonard Wittek (Family Equity) and Konstantin von Kalckreuth (Family Equity).
Forum Family Office's holdings and investments include ab-data GmbH & Co. KG, ASSD GmbH, AVAPLAN, Azurito AG, B+B International S.r.l., BMR Software & Projekte GmbH, Brain-SCC and CBG Software, among others.
The most recent publicly reported investment by Forum Family Office is ASSD GmbH (Buyout (100%)), announced in Aug 2026.
Forum Family Office states that it accepts submissions through its official contact page.
Yes. Forum Family Office manages capital from outside investors.