Strategic Financial Advisory for Sustainable Growth

Independent wealth management, M&A advisory, and corporate finance solutions for entrepreneurs, family offices, and mid-cap enterprises across the DACH region.

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€2.4B
Assets Under Advisory
340+
Client Relationships
18
Years of Experience
92
Transactions Closed

Our Services

Tailored financial solutions with a long-term perspective

Private Clients

Wealth Management

Discretionary and advisory portfolio management for HNWIs and family offices. Multi-asset strategies with independent product selection and quarterly performance reporting.

Private Clients

Retirement & Succession Planning

Tax-optimized wealth transfer, foundation structuring, and pension planning. Cross-border expertise for families with assets in multiple jurisdictions.

Corporate

M&A Advisory

Buy-side and sell-side mandates for mid-market transactions (€10M-€500M). Sector focus on healthcare, technology, and industrial manufacturing.

Corporate

Corporate Finance

Debt advisory, equity capital raises, and structured finance. We connect growth companies with institutional lenders and private credit funds.

Institutional

Real Estate Investment

Club deals and fund structures for commercial real estate. Focus on logistics, office, and residential assets in German metropolitan areas.

Institutional

ESG & Impact Advisory

Integration of sustainability criteria into investment processes. EU Taxonomy alignment, SFDR reporting support, and impact measurement frameworks.

Our Approach

Principles that guide every client relationship

Contact

We welcome confidential initial conversations

Frankfurt Office Bockenheimer Landstr. 24
60323 Frankfurt am Main
Zurich Office Bahnhofstrasse 52
8001 Zurich, Switzerland
Reach Us +49 69 8088 4200
kontakt@vantara-capital.de