Forum Family Office

Profile

Forum Family Office is a single-family office based in Munich, Germany, established in 1997. The firm is dedicated to managing the wealth of a Munich-based family, focusing exclusively on equity investments in both listed and private companies. The team is composed of around 10 professionals, including a partner, who bring a wealth of experience in asset management. Forum Family Office is recognized for its commitment to long-term investments and its emphasis on maintaining the agility of medium-sized businesses.

The firm invests in a variety of sectors, including business services, consumer goods, and healthcare services. It focuses on small and medium-sized enterprises, particularly those that are market leaders in their niches. Forum Family Office's investment strategy includes both Family Equity, where it holds private companies permanently, and Value Investing, targeting listed companies in Europe. The firm manages a buyout fund with a mandate amount of $114 million.

Notable investments by Forum Family Office include Domino - a business services provider, Total Fire & Safety - a safety solutions company, and Rena Systems - a technology firm. These investments reflect the firm's strategy of supporting companies with strong business models and competitive advantages.