Central to 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 more trees.

Principles

Central Principles for Forum Family Office

Our principles - long-term, decentralized and entrepreneurial - are the compass for the decisions we make every day, for the priorities we set and the people with whom we surround ourselves. The employees of FORUM follow these principles, the employees in our holdings integrate them into the DNA of their own companies.

Long-term. Decentralized. Entrepreneurial.

Our Central Principles

Long-term focus, decentralization and entrepreneurial thinking have shaped our philosophy since day one. They are the principles that we not only live by at Forum, but also the DNA that every employee infuses into our holdings.

Centrally in the middle of the picture is an old oak tree in a clearing. This is illuminated by the sun and is thus the focus of the picture. The trees around it are all in shadow. This is intended to represent the long-term approach, as oaks take a long time to develop their deep roots.

Long term

As a family office, we have a capital base that is permanent: we do not have to turn over assets, we have no maturities - our mandate is to permanently increase the family's capital base while avoiding risks.

That is why we assume that every investment will be permanent. In the area of Family Equity, our holding period is de facto permanent - the last sale took place in 1999. In the stock business, we part with investments somewhat more easily because the company is not affected by this.

Because we hold our investments permanently, we support all plans that strengthen companies in the long term. That is why we train people and invest in innovations.

Centrally in the middle of the picture is an old oak tree in a clearing. This is illuminated by the sun and is thus the focus of the picture. The trees around it are all in shadow. This is intended to represent the long-term approach, as oaks take a long time to develop their deep roots.
Make sustainable investments

Long-term focus

As a family office, we have access to a permanent capital base. We have made it our mission to permanently increase the family's capital base and avoid risks in the long term.

In the spirit of long-term thinking, we therefore make every investment in order to hold it permanently. While we part with investments more easily in the stock business, our holding period is permanent in the area of Family Equity. The last sale took place in 1999.

As a long-term investor, our goal is to sustainably strengthen the companies and develop them further. In this way, we secure the company succession over generations.

Decentralised

We are convinced that decentralized management with delegation of responsibility keeps companies agile in the best possible way: it creates motivated employees, and they are the most important asset - even if it does not appear on the balance sheet!

Decentralization is most successful when combined with a leadership culture that provides employees with clear expectations regarding their roles and goals.

The central element of the picture is a collection of sailing ships with white sails off the coast of the mainland. This can be seen in the background with its green hills. The individual sailing ships stand for themselves as their own decentralized unit and as part of a group. This symbolically reflects Forum's pursuit of decentralized leadership.
Preserve agility and motivate employees

Decentralization

We are convinced that agile companies are managed in a decentralized and focused manner.

Our experience shows that decentrally managed companies, which also communicate clear ideas and expectations to their employees, have more motivated employees - the most important asset of your company. Even if these do not appear on the balance sheet.

The central element of the picture is a collection of sailing ships with white sails off the coast of the mainland. This can be seen in the background with its green hills. The individual sailing ships stand for themselves as their own decentralized unit and as part of a group. This symbolically reflects Forum's pursuit of decentralized leadership.
The black and white picture shows a portrait of the founder of Apple - Steve Jobs. He is placed in the center of the picture and looks into the camera. He has his left hand placed on his chin and wears round glasses and a black turtleneck sweater. The man in the picture also has short hair and stubble.

Entrepreneurial

The first two principles are more conservative - the third principle "entrepreneurial" - describes our concern that our companies are among the best in their industry. If required, we contribute a great deal of experience in "best practice" from many areas. We expect our holdings to grow at least 5 percentage points faster than the market and thus gain market share - this is how our customers objectively confirm that we are well positioned.  

The black and white picture shows a portrait of the founder of Apple - Steve Jobs. He is placed in the center of the picture and looks into the camera. He has his left hand placed on his chin and wears round glasses and a black turtleneck sweater. The man in the picture also has short hair and stubble.
Ensure growth

Entrepreneurial thinking

The principle of entrepreneurial thinking is reflected in our concern that FORUM's holdings are among the best companies in their respective industries.

Our expectation of the holdings: growth that is at least 5% faster than the market, thus gaining market share. In this way, the customers of the holdings objectively confirm that we are well positioned.

When achieving the goals, we contribute our experience in "Best Practices" from many areas.

Image of founder Stephan Hauber of HSH Software GmbH
"We deliberately chose FORUM as a strategic partner for HSH because this is the best way for us to guarantee important principles such as reliability, long-term orientation and also our own identity as a medium-sized company and carry them into the future. Reliability and long-term orientation were significant features of our discussions with Dr. Wittek"

Stephan Hauber (Founder HSH Software GmbH)

Continue to our Values