Wartenberg Trust is a global multi-family office supporting a select group of ultra-high-net-worth individuals and families. We focus on delivering highly personalized financial services that reflect the goals and values of each client. Through our investment arm, we build tailored strategies to grow and protect wealth—always with an eye on long-term legacy. We understand that every family’s priorities are different, and our team works side by side with clients to help them achieve their vision and preserve their success for generations to come.

OUR Services

FINANCIAL AND Investment
SERVICES

Estate and 
Legacy Planing

Fiduciary 
Services

BUSINESS
ADVISORY

Legal and
Tax
Advisory

PRIVATE
EQUITY

MARITIME
SERVICES

PHILANTHROPY ADVISORY

SPECIALIZED CONCIERGE SERVICES

OUR STORY


Wartenberg Trust has roots going back to the 1920s, making it one of the longest-standing privately owned multi-family offices in the world. It began as a family office managing the estates of the Wartenberg family across Bavaria, Austria, Italy, and North America. By the 1930s, the firm quietly expanded to support a small circle of other families, offering trusted guidance across wealth management, legal, and fiduciary matters.


Today, Wartenberg Trust operates as a "closed" multi-family office, dedicated to long-term asset and legacy preservation. With four professional offices and two administrative hubs across three countries, our experienced team supports clients with everything from estate planning and wealth structuring to business advisory, legal services, and philanthropy.




"Knowing is not enough; we must apply.
Willing is not enough; we must do."

Johann Wolfgang von Goethe

Wartenberg FUND

Wartenberg Fund was launched in 2006 to help our clients turn their philanthropic vision into action. The Fund provides a dedicated platform for identifying, shaping, and delivering projects with clear social and environmental impact.

Over the years, it has supported a wide range of initiatives focused on education, poverty reduction, and rural development across Sub-Saharan Africa. Each year, the Fund allocates capital to projects in hundreds of communities throughout Namibia, Botswana, and Ethiopia—helping them grow into self-sustaining, thriving places to live and work.

5 QUESTIONS

 Excerpt from an interview with Mark Zapletal, former CEO of Wartenberg Trust

"A family office is a privately run organisation that manages the wealth and wide-ranging needs of affluent families. It’s designed to safeguard not just financial assets but also the family’s legacy, values and vision for the future. From investments and estate planning to philanthropy and preparing the next generation, a family office looks after every aspect of family life. Think of it as a trusted partner ensuring wealth serves the family’s purpose — not the other way around. It’s about creating stability and meaning, aligning money with what matters most to the family over generations."

"The family office landscape has transformed significantly over the past 20 years. Many new entities are structured more like private investment firms or quasi hedge funds, prioritizing wealth growth over purpose. With the influx of service providers and financial professionals, the original model — built around trust, stewardship and multi-generational purpose — has been increasingly diluted. Still, leading family offices remain committed to their core mission: preserving wealth, values and purpose. With greater scale and sophistication, they emphasize trust, long-term planning and family alignment, remaining vital structures for generational success."

"Absolutely. Family offices in the US tend to be larger, more mature and purpose-driven, with a sharper understanding of what a full-service family office truly does — and why it matters. Many offices outside the US are smaller, often managing less than $700 million in AUM, which limits their ability to build comprehensive structures. As a result, they often function more like investment vehicles than true custodians of wealth, values and legacy. Scale and experience allow many US offices to focus more deeply on long-term planning and generational cohesion."

"There’s a clear shift in priorities across the family office world. Privacy, data security and reputation management have become front and centre, alongside stronger crisis preparedness. At the same time, I see a deeper commitment to sustainability, legacy and impact-driven approaches. AI and data tools are quietly reshaping how families protect and grow their wealth. Most importantly, there’s a growing emphasis on passing down values and purpose, not just assets, to the next generation."

"At Wartenberg Trust, impact investing began as a powerful way to engage the next generation, not just a means to achieve measurable social or environmental benefits and financial returns. From early on, we used it to foster long-term thinking, develop financial literacy and give younger family members a sense of purpose. It became a bridge across generations, connecting values with action. Our projects serve as hands-on training, empowering younger family members to build confidence, sharpen decision-making and take a meaningful role in shaping the legacy they’re set to inherit."