Octo-Trust GmbH
Family officeInning am Ammersee · 6 people tracked
Investment thesis
Octo-Trust operates a family office serving high-net-worth families with an interdisciplinary approach covering strategic, legal, economic, tax, and personal matters across generations. It works strictly on a fee basis to avoid conflicts of interest, offering consolidated reporting and detailed analysis of asset managers, holdings, real estate, and art. Services span wealth controlling, selection and oversight of asset managers, private office administration, individual financial planning with scenario analysis, participation management for family-owned businesses and startups, real estate transaction and management support, and succession and inheritance planning aimed at transferring wealth to the next generation.
Source: firm website, verified Aug 3, 2026.
Team · 6 people
from the firm's websiteFounder and Managing Partner with about 25 years in banking and family office roles, having worked as a portfolio manager at Dresdner Bank and UBS (including UHNW clients), before going independent in wealth management and family office advisory in late 2016.
Economist and CIO with prior experience in private banking and equity research; holds a doctorate from TUM and specializes in ethics and sustainability topics, serving as analyst and investment advisor at Octo-Trust.
Spent over 30 years in corporate communications at Airbus in various roles; at Octo-Trust she works in the Private Office, primarily handling accounting.
A Certified Financial Planner with a socioeconomics background and consulting experience; at Octo-Trust he focuses on financial planning, loan management, and real estate.
A serial entrepreneur with over a decade in the startup sector; at Octo-Trust he supports collaboration with startups as a sparring partner and works in participation/investment controlling.
An industrial designer by training with experience in design agencies and interior architecture; at Octo-Trust she handles graphic and marketing tasks and administrative work related to investment advisory.
Frequently asked questions
- What sectors does Octo-Trust GmbH focus on?
- Octo-Trust GmbH focuses on Sector Agnostic.
- Where is Octo-Trust GmbH located?
- Octo-Trust GmbH is headquartered in Inning am Ammersee, DE.
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