Forum Team Burkhard Wittek, Andreas Walleter and colleagues during a meeting

Our Values

What makes us different

Our values reflect the personal values of the family we represent. As a family office, it is important to us to own company holdings whose managers and co-shareholders share these values.
The most important are:

Openness. Reliability. Respect.

The values of our Family Office are strongly influenced by the family we represent. When selecting company investments, we always ensure that their managers and co-shareholders identify with these values and live them in the companies.

The picture shows Warren Buffett of Berkshire Hathaway and role model of the values of Forum Family Office in the areas of Private Equity and Value Investing. The picture shows a central headshot of an older gentleman with thinning gray hair. He is wearing square glasses with rounded black frames. He is dressed in a black suit, white shirt and a red tie with white dots on it.

Role model: Berkshire Hathaway and Warren Buffett

Our great role model is Berkshire Hathaway with the leadership duo Warren Buffett and Charlie Munger. With consistent application of the above-mentioned values, they have created a company that has generated one of the highest returns for its investors - almost 20% p.a. There are also many other similarities: for example, Berkshire also holds its private investments permanently and manages them completely decentrally.

That's why we go to Berkshire's annual general meeting every year. On the day before, we organize an event where many sellers and managers of our holdings, as well as friends from our network, participate, present their companies and exchange ideas.

"In the world of business, the people who are most successful are those who are doing what they love."

― Warren Buffett

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