Our Approach

Principalis is a shared family investment office for a very small number of families. The investment belief is based on a compact multi-asset-approach aiming to select excellent investment opportunities which are then shared by the families we serve.

Although we serve a handful of families, we operate very much like a single family investment office.

Our family's background has an important impact on the investment strategy's goals and objectives: entrepreneurship, long-term orientation, community interaction, and generational collaboration shape them along with purpose.

Our families have complex asset structures, multiple bank accounts and numerous service providers. The purpose of Principalis is to provide advice on the optimal consolidated strategic asset allocation, to achieve the defined objectives of the family.

We take an open approach to our investment strategy and try to avoid conventional investment paths.

This can be seen in the way that we consider real assets and private market instruments as important ingredients of a strategic asset allocation. This enables to spread risks while reflecting the personal preferences and passions of family members.

We think long-term and pursue wealth preservation to enable assets to be passed on to next generations.