Mission
Rotvogel a “Tailor made” service like a tailored suit.
Rotvogel does not provide standard solutions, but rather services that are made-to-measure. Just like a tailor-made suit, each consultancy service has its own specific characteristics, which is why no two consultancy services will ever be the same.
We aim to simplify the complex: we want to show those who choose us that their goal is within reach.
We help our customers to plan a successful financial future that spans generations. We provide consultancy services to entrepreneurs, corporate executives, asset managers, family offices and all those who have managed to build their success and preserve it over time.
Whatever your objective may be, whether it concerns family and business; support for social and environmental causes; economic and cultural interests; we will be ready to provide the best possible advice.
Most importantly, we will always be willing to listen to you.
Our Corporate Philosophy
Rotvogel LLC was founded on a simple but revolutionary philosophy: doing the right thing for customers is good, sustainable business.
No compromises, no conflicts of interest with shareholders or management objectives. We believe that an approach based on trust and transparency is indispensable.
We believe that an approach based on trust and transparency is indispensable.
No large financial group is able to guarantee truly personalised assistance, supporting the customer every step of the way and advising him/her before making decisions, without any external influence.
Ongoing risk monitoring
We have developed an independent and impartial consultancy service, thanks to a team of professionals selected based on the highest standards of excellence.
We are experts in providing consultancy services to large families, individual family offices and institutional customers worldwide.
At Rotvogel, we specialise in business transfers, succession solutions, stock exchange listings, capital market solutions, including investment and asset location advisory services.
Finally, we have consolidated extensive experience with UHNWIs (Ultra High-Net Worth Individuals) customers, by learning to 'speak their language'.
Our expertise and the rigorous methodology applied at each stage of the selection process enable us to achieve our objectives while exercising strict risk control.
Financial Values Supporting human values
We are fully aware that true wealth surpasses all material possessions as well as all economic and financial aspects. That is why we fight hard for social and environmental causes, supporting non-profit organisations in our local communities.
Thanks to active employee volunteering, sponsorships and grants, we strive to inspire a path for a better future.
