{"data":{},"content":[{"data":{},"content":[{"data":{},"marks":[],"value":"Der Verkauf ist durch, das Geld ist da. Doch da, wo bei vielen Unternehmerfamilien ein Lebensabschnitt als Privatiers beginnen soll, entstehen neue Aufgaben. Nach dem Exit ist das Vermögen liquide und wird oft über mehrere Banken, Verwalter und Anlageklassen verteilt – nicht immer in sinnvoller Art und Weise.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"Die Steuerbarkeit des Vermögens wird nun zur Herausforderung, sagt ","nodeType":"text"},{"data":{},"marks":[{"type":"bold"}],"value":"Alexander Schrenker","nodeType":"text"},{"data":{},"marks":[],"value":", Senior Berater beim Family Office ","nodeType":"text"},{"data":{},"marks":[{"type":"italic"}],"value":"Wertiq","nodeType":"text"},{"data":{},"marks":[],"value":".","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[{"type":"bold"}],"value":"Komplexität","nodeType":"text"},{"data":{},"marks":[],"value":" ist bei großen Vermögen die Normalität. Wohlhabende Familien und ihre Family Offices haben Zugang zu einer Vielzahl an Anlageklassen: Private Equity, Infrastruktur, Direktimmobilien, Hedgefonds, Private Credit – und natürlich Aktien, Anleihen, Gold und andere Klassiker. Der Anteil alternativer Anlageklassen liegt im Family-Office-Bereich global bei 42 Prozent des Portfolios, so eine aktuelle Erhebung der ","nodeType":"text"},{"data":{},"marks":[{"type":"italic"}],"value":"UBS","nodeType":"text"},{"data":{},"marks":[],"value":". ","nodeType":"text"}],"nodeType":"paragraph"},{"data":{"target":{"metadata":{"tags":[],"concepts":[]},"sys":{"id":"3gr6phIAW581hXzoUtCGw4","type":"Entry","createdAt":"2026-06-09T09:35:05.144Z","updatedAt":"2026-06-09T09:35:48.568Z","publishedVersion":3,"revision":2,"contentType":{"sys":{"type":"Link","linkType":"ContentType","id":"infoGraphic"}},"locale":"de"},"fields":{"title":"Das Family-Office-Portfolio","description":"Strategische Asset Allocation eines durchschnittlichen Family Offices im Jahr 2025, Werte in Prozent","media":{"sys":{"type":"Link","linkType":"Entry","id":"663A69g2ljKl82BHSE1iKB"},"fields":{"id":"SW1hZ2VXaXRoTWV0YS02NjNBNjlnMmxqS2w4MkJIU0UxaUtCX19fMzIzMjE3ZjY0M2MzZTNmMWZlNzUzMmU3MmFjMDFiYjA3NDhjOTdiZQ","url":"https://image-service.thepioneer.de/show/mj324dykhxwi/1rL7TFg0PoijZ4NkHnN0Z8/686a1720a1cf88bd8b1435aac1ea955a/Das_Family_Office_Portfolio_no_header.png","preview":"","width":1850,"height":2080,"assetId":"1rL7TFg0PoijZ4NkHnN0Z8","link":null,"title":"Das Family-Office-Portfolio","fileSize":1134310,"contentType":"image/png"}},"slug":"das-familyofficeportfolio-99tt2f","download":{"metadata":{"tags":[],"concepts":[]},"sys":{"space":{"sys":{"type":"Link","linkType":"Space","id":"mj324dykhxwi"}},"id":"295Li4Le4F2WTmUmnMkPdG","type":"Asset","createdAt":"2026-06-09T09:35:00.650Z","updatedAt":"2026-06-09T09:35:00.650Z","environment":{"sys":{"id":"master","type":"Link","linkType":"Environment"}},"publishedVersion":2,"revision":1,"locale":"de"},"fields":{"title":"Das Family-Office-Portfolio","file":{"url":"//images.ctfassets.net/mj324dykhxwi/295Li4Le4F2WTmUmnMkPdG/11cb13c44379f0da94c3a0d1193846dc/Das_Family_Office_Portfolio_with_header.png","details":{"size":873624,"image":{"width":1600,"height":2132}},"fileName":"Das_Family_Office_Portfolio_with_header.png","contentType":"image/png"}}},"tags":[{"metadata":{"tags":[],"concepts":[]},"sys":{"space":{"sys":{"type":"Link","linkType":"Space","id":"mj324dykhxwi"}},"id":"5Kf9aXANtYEO0wg3QC3eWP","type":"Entry","createdAt":"2026-06-09T09:35:46.566Z","updatedAt":"2026-06-09T09:35:46.566Z","environment":{"sys":{"id":"master","type":"Link","linkType":"Environment"}},"publishedVersion":1,"revision":1,"contentType":{"sys":{"type":"Link","linkType":"ContentType","id":"tag"}},"locale":"de"},"fields":{"title":"Strategische Asset Allocation"}},{"metadata":{"tags":[],"concepts":[]},"sys":{"space":{"sys":{"type":"Link","linkType":"Space","id":"mj324dykhxwi"}},"id":"7CEm9rVJr22Kab4B0kvSwA","type":"Entry","createdAt":"2026-03-17T09:57:20.403Z","updatedAt":"2026-03-17T09:57:20.403Z","environment":{"sys":{"id":"master","type":"Link","linkType":"Environment"}},"publishedVersion":1,"revision":1,"contentType":{"sys":{"type":"Link","linkType":"ContentType","id":"tag"}},"locale":"de"},"fields":{"title":"Family-Office-Portfolio"}},{"metadata":{"tags":[],"concepts":[]},"sys":{"space":{"sys":{"type":"Link","linkType":"Space","id":"mj324dykhxwi"}},"id":"3ZvKf25z5wl4Z56KhZNJnC","type":"Entry","createdAt":"2025-12-01T16:44:58.979Z","updatedAt":"2025-12-01T16:44:58.979Z","environment":{"sys":{"id":"master","type":"Link","linkType":"Environment"}},"publishedVersion":1,"revision":1,"contentType":{"sys":{"type":"Link","linkType":"ContentType","id":"tag"}},"locale":"de"},"fields":{"title":"Family Office"}},{"metadata":{"tags":[],"concepts":[]},"sys":{"space":{"sys":{"type":"Link","linkType":"Space","id":"mj324dykhxwi"}},"id":"4wUeTaeFyboDkHE2xEvtbH","type":"Entry","createdAt":"2025-09-16T10:00:06.488Z","updatedAt":"2025-09-16T10:00:06.488Z","environment":{"sys":{"id":"master","type":"Link","linkType":"Environment"}},"publishedVersion":1,"revision":1,"contentType":{"sys":{"type":"Link","linkType":"ContentType","id":"tag"}},"locale":"de"},"fields":{"title":"Asset Allocation"}}],"publishingDate":"2026-06-09T09:35:04Z","id":"SW5mb0dyYXBoaWMtM2dyNnBoSUFXNTgxaFh6b1V0Q0d3NA"}}},"content":[],"nodeType":"embedded-entry-block"},{"data":{},"content":[{"data":{},"marks":[],"value":"Der oft genannte Grund: Diversifikation. Das Vermögen muss nicht unbedingt mit aller Macht vermehrt werden – wohlhabend ist die Familie ja schon. Vor allem soll es nun sicher angelegt sein. Ein einfaches ETF-Portfolio? Zu wenig gestreut. Es braucht mehr, denn mehr bedeutet mehr Streuung und damit Sicherheit – zumindest hat es den Anschein.","nodeType":"text"}],"nodeType":"paragraph"}],"nodeType":"document"}

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