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FORUM FAMILY OFFICE

The Family Office
you trust

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FORUM FAMILY OFFICE

The family office you trust

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About forum

Forum Family Office - the team you trust

FORUM Family Office has been managing the assets of a Munich family since 1997. FORUM's investment strategy is 100% focused on corporate investments: we invest exclusively in listed and private companies, which is where our expertise lies.

Listed companies are usually more developed and help us to develop lessons for our family equity investments.

Conversely, our deep insight into our family equity investments helps us identify companies that have retained their mid-market agility.

FORUM has no clients.

In the center of the picture are two men in suits. They shake hands and smile at each other. Both men are already somewhat older and already have graying hair. The man on the right in the picture wears a dark blue, almost black suit and a white shirt. The man on the left is wearing a blue suit. The two are standing in a corridor, which is glazed on the sides and gives a clear view, also the roof of the corridor is glazed.
The picture shows the handshake after the company takeover by Forum Family Office.
Small office building which provides Forum's experience in private equity and family equity

Family Equity

Here, we invest in privately owned small and medium enterprises and take them to the next level.

More about Family Equity...

Value investing

Here we invest in listed medium-sized companies from Europe that are market leaders in their niches.

More about Value Investing...

Family offices as long-term investors

FORUM is part of a growing number of European family offices investing in companies - on the right we have listed a selection of leading European family offices with an industrial background. The origin is usually a large company of their own, which pays dividends or has been sold.

Family Offices invest for the next generation of the family, i.e., in decades instead of quarters. Their capital is permanent. Biontech and Curevac are both investments of German family offices - hardly any other investor would have had such staying power!

Family offices work "from person to person": they know from their origin companies that employees are the essential capital and work on the basis of trust and handshake quality.

More about "Why FORUM Family Office"...
A collection of industry-based family offices in which families can invest.

Forum Family Office Principles

Long-term

As a family office, we have a capital base that is permanent. FORUM therefore always initially assumes that it will hold an investment permanently.

Decentralised

The basis of the cooperation between our investments and us is trust. We are open, direct, do not play politics and lead in an extremely decentralised way.

Entrepreneurial

We have ambitious goals for our investments and want to be at the forefront. Because it secures jobs, increases the value of the companies and is fun.

NEWS

SmartCloud meeting with the software participations

SmartCloud meeting with the software participations

At the SmartCloud conference with the participations from the software industry, we laid the foundation for the path to the cloud.

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SoftTec again awarded double gold

SoftTec again awarded double gold

The innovative strength of SoftTec GmbH from Sonthofen has once again been awarded gold at this year's Tophotel Star Awards 2023.

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Shareholding in Therasoft GmbH from Austria

Shareholding in Therasoft GmbH from Austria

Therasoft founders Eric Vollenweider and Florian Leitner sell their company to a successor for the operational management and a consortium of Forum Family Office.

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FORUM Family Office acquires 100% of Tiger Filtration Ltd. from England

FORUM Family Office acquires 100% of Tiger Filtration Ltd. from England

FORUM Family Office ("FORUM") has acquired 100% of the shares of Tiger Filtration Ltd. ("Tiger"), based in Sunderland, England.

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central concern

Sustainability

Because we think in terms of generations, sustainable management is a matter of concern to us. We define sustainable management as giving the resources we use the opportunity to renew themselves or even grow. In other words, we want to give something back. In doing so, we focus on the environment, our services to customers and our employees.

More about sustainability...
Central in the picture is the tree trunk with its roots in the lower part of the picture and its green branches in the upper part of the picture. The tree is in a forest and in the background you can see other trees.

Learn more about our principles