Wartenberg Trust, one of the oldest privately owned multi-family offices globally, has a rich heritage dating back to the 1920s. Originally established to manage the Wartenberg family's estates in Bavaria, Austria, Italy, and North America, the Trust expanded in 1933 to provide comprehensive fiduciary, legal, and wealth management solutions to a select group of families. Today, Wartenberg Trust operates as a closed multi-family office, exclusively prioritizing the preservation of assets and legacies.

With a team of seasoned professionals at the helm, the Trust offers a wide range of services. These include estate and legacy planning, fiduciary services, business advisory, private equity, tax strategies, real estate advisory, philanthropic advisory, financial and investment services, specialized concierge services, and maritime services and solutions. With offices in three countries, Wartenberg Trust is dedicated to crafting customized investment strategies that preserve, protect, and grow their clients' wealth.

Trust in Wartenberg for comprehensive and personalized financial solutions. © 2022 Wartenberg Trust. All rights reserved