WartenbergTrust is a global multi-family office, wealth management and investment advisory firm established in 1921 to manage financial and other assets of the Wartenberg family in German-speaking Europe and from 1931 also in France, Spain, Portugal, Belgium, the US and Italy. The firm offers a broad range of customized wealth, estate and tax planning solutions, as well as business and philanthropy advisory and legal services. It was originally established as a single-family office, but in 1933, it began managing assets for other high-net-worth individuals, exclusively members of European aristocratic families. From its foundation, the Trust's operations have been shrouded in mystery and the firm is well known as a closed-door multi-family firm, which doesn't accept new clients or outside funds and investments. Contrary to most other MFOs, it also doesn't outsource directly any of its services. The firm's historical headquarters is located in Monaco, and it has additional four professional and two administrative offices in four countries.
Wartenberg Trust also runs Wartenberg Fund, which provides customized strategic advice for effective philanthropy. Its own foundation is focused on achieving medical improvements through innovative research into HIV/AIDS and dementia.
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