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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 can 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.
Family Equity and Value Investing

Our competences

Our investment strategy is 100% focused on corporate investments.
While in Family Equity we invest in private companies in order to hold them permanently, in Value Investing we invest in listed companies in order to draw conclusions for our investments in Family Equity.

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-sized businesses 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 that invest in companies. The origin is usually a large company of their own that 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 original 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

FORUM Family Office acquires 100% of brain-SCC GmbH

FORUM Family Office acquires 100% of brain-SCC GmbH

FORUM Family Office ("FORUM") has acquired 100% of the shares in brain-SCC GmbH, based in Merseburg, via its industry holding company FORUM Software Mittelstandsholding SE.

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SoftTec once again honored as "Top Company" by Kununu

SoftTec once again honored as "Top Company" by Kununu

For the third time in a row, SoftTec impresses as an attractive employer and secures the "Top Company" award 2024

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FORUM Family Office acquires 100% of Vitodata AG

FORUM Family Office acquires 100% of Vitodata AG

FORUM Family Office has acquired 100% of Vitodata AG, based in Seuzach (CH).

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FORUM Family Office acquires majority stake in MedK GmbH

FORUM Family Office acquires majority stake in MedK GmbH

FORUM Family Office has acquired the majority of shares in MedK GmbH, based in Münster.

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central concern

Sustainability

Because we think in terms of generations, sustainable management is a matter of concern to us. We want the resources we use to have the opportunity to regenerate or grow. We want to give something back to the environment. In doing so, we focus on the environment, our services to customers and our employees.

Get to know the idea of 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