Ellis Page built its partnership model to remove the conflicts that shape much of the wealth management industry and to make genuine collaboration the working default across the office. Our teams in Warsaw and Berlin act as one group with a single aim, which is to put the full strength of Ellis Page behind every family at every meeting.
Ellis Page brings its partners and specialists together around each family, so knowledge moves freely between both offices and reaches the people who need it. With over €350m in client assets, we give families in Poland, Germany and further afield the depth that complex wealth demands.
We design structures and fiduciary arrangements intended to protect capital, keep tax positions efficient where the law permits and move wealth between generations with as little friction as possible. Each plan is written for a specific family and revisited as circumstances in Poland, Germany or elsewhere change.
Learn MorePortfolios are built around the money you need in the next few years as well as the goals that stand decades away. We agree the mandate with you, report in plain language and adjust when your situation or the markets call for it.
Learn MoreTax compliance, lending arrangements and a personal chief financial officer function rest alongside the investment work. The aim is a single view of everything you own and owe, maintained by people who already know your family's affairs.
Families with complicated affairs ask Ellis Page to look after their wealth, resolve the questions that keep them awake at night and set up arrangements that will still hold when the next generation takes over. Their interests come first, and every recommendation has to pass that test before it reaches the table. Advisers in Warsaw and Berlin share one method and one set of resources, so the person you speak to can call on the whole organisation on your behalf. The work covers investment across traditional and alternative assets, wealth planning and a complete range of family office services.
A personal conversation tells you more than any web page can. If you would like to hear how Ellis Page might support your family, please contact us and a Partner from our Warsaw or Berlin office will be in touch.