Family Offices

Forma Futura supports family offices whose clients place high importance on the sustainability of their financial investments. As specialists in this field, we are able to optimally reconcile the needs for financial security as well as upholding ecological and social responsibility in the portfolios we manage.

Dealing responsibly with family assets means taking a long-term perspective in order to preserve the livelihoods of future generations. Forma Futura pursues this idea consistently when it comes to selecting financial investments. The assets should have a positive impact on the real economy and at the same time achieve a market rate of return, which serves to preserve value for current and future generations in the long term.

 


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Patrick Spengler

Patrick Spengler

Deputy Head Private Clients/Foundations

«I am pleased to share Forma Futura’s many years of experience in the field of sustainable asset management with our customers. I am convinced that investors, through their investment behaviour, can make a major contribution to ensuring a sustainable quality of life. We are of course very pleased that responsible investment is becoming increasingly important among investors as well as regulators.»