Planning and preserving your family's wealth
We aim to help you preserve and enhance your wealth while ensuring it benefits the people and the causes you care about, you need a plan that reflects your specific circumstances.
From complex family structures and cross-border lives to business ownership and long-term philanthropic goals, wealth planning often involves decisions that span generations.
We work with you to bring structure to that complexity, aligning legal, tax and financial considerations with family governance, succession priorities, and what matters most to you.
Our approach starts with understanding your circumstances, your assets and your ambitions. From there, we aim to help you design a plan that can evolve as your circumstances change – whether you are considering wealth structuring, trust and foundation planning, cross-border arrangements, liquidity needs or succession and legacy objectives.
How we work with you
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A wealth plan grounded in what matters to you
We begin by understanding your priorities – family, business, lifestyle and legacy – and how your assets and obligations fit together across jurisdictions. This helps the plan reflects your real-world circumstances.
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Coordinated thinking across disciplines
We help you connect the dots between investment strategy, portfolio oversight, financing, estate planning and family governance. Where appropriate, we work alongside your external advisers to help align legal and tax considerations with broader wealth objectives, including balance sheet management, liquidity planning and concentrated positions.
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Wealth planning designed for long-term resilience
We focus on practical solutions that can evolve with changing family needs, business conditions and regulation. This can include planning around reporting, investment governance and manager oversight, while helping you make decisions with greater confidence for today, the next generation and your longer-term legacy.
A long-term partnership, backed by global expertise
As part of Deutsche Bank’s Private Bank, our Wealth Planning offering is supported by global capabilities and local knowledge. Through a relationship-led approach, we help you navigate complexity, manage risk thoughtfully and plan with continuity across generations.
Tell us about your vision
We’d like to learn more about your ambitions for the future and how we can support your wealth planning needs – both day-to-day and for the long term.
Recent insights
Feature article
Stewardship in a fragmented world: geopolitical implications for family offices
Family offices have historically been well-placed to remain patient and ride out short-term volatility, but even they are contending with the complexity of an increasingly fragmented world. We explore how these stewards of long-term capital are responding to the new status quo.
May. 27, 2026
How we work
How a private bank can help clients manage cross-border complexity
For internationally mobile clients, cross-border real estate and investment portfolios can create friction at exactly the moment speed and certainty matter most. A coordinated approach can help simplify execution across jurisdiction.
May. 18, 2026
Feature article
A patient approach: how family offices invest for the very long term
When it comes to achieving multi-generational goals, the ability of family offices to deploy patient capital and take a truly long-term view is critical.
May. 14, 2026
How we work
A long play – matching sports investors with strategic assets worldwide
Sports assets are attracting sophisticated investors seeking global opportunities, clear investment horizons and potentially uncorrelated returns – but understanding the risks entailed is crucial.
May. 13, 2026
How we work
How a Global Hausbank approach could provide value for sports investors
With valuations rising and new investors entering the market, sports acquisitions demand the integrated balance sheet strength and global reach of a unified cross-bank approach.
Apr. 21, 2026
Measuring ocean biodiversity
Advancing Ocean knowledge: Our eDNA partnership
Our partnership has conducted eDNA testing in seven Ocean locations. In this report we explain the use of eDNA and summarise our findings so far.
Apr. 21, 2026
Feature article
A place in the sun: the enduring appeal of Spanish luxury real estate
Spain sits at an intersection of global mobility, resilient real assets, long-term capital preservation and security – a combination that continues to draw sophisticated international wealth to its luxury property market.
Mar. 27, 2026
Feature article
When capital meets competition – unlocking potential value in sports investing
Arjun Nagarkatti, Head of Private Bank – US & Europe International at Deutsche Bank, explains why, far from being vanity projects, sports investments potentially offer a strategic opportunity for uncorrelated returns.
Mar. 25, 2026
How we work
Case study: simplifying cross-border wealth through integrated banking
We explore how integrated banking expertise helped a client secure tax efficient financing for a prime Paris acquisition with a solution built on understanding their full cross-border portfolio and risk profile.
Mar. 24, 2026
Feature article
What should family offices look for in a wealth manager?
Rising complexity in the family office landscape demands institutional discipline, strategic clarity and cross border expertise in every decision.
Mar. 16, 2026
Measuring ocean biodiversity
eDNA and the wonders of Monterey Bay
Monterey Bay, in northern California, is beautiful both above and below the waterline. It supports remarkable marine biodiversity. So we expected our most recent round of eDNA testing there to show some exciting results – and it did.
Mar. 09, 2026
How we work
Innovative finance: unlocking strategic liquidity for private equity professionals
We explore the role of a private bank in providing access to flexible leverage and supporting private equity professionals across the J-curve.
Mar. 09, 2026
How we work
Building resilience: how we supported a family office’s long-term vision
How Deutsche Bank Private Bank partnered with a long established family office to strengthen portfolio resilience, navigate rising geopolitical uncertainty, and stay confidently invested through turbulent markets.
Mar. 06, 2026
Expert opinion
The art of letting go: ownership vs management in the changing family office landscape
In a changing and volatile landscape, family offices are rethinking ownership and control. Salman Mahdi, Global Vice Chairman of Deutsche Bank Private Bank, explores how families can adapt without losing purpose.
Mar. 02, 2026
Expert opinion
Global real estate: five key trends for family offices in 2026
Saydam Salaheddin, Global Head of Real Estate Lending at Deutsche Bank Private Bank, shares five themes shaping the global real estate landscape for family offices in 2026.
Feb. 22, 2026
Expert opinion
Hospitality’s post-COVID boom: where experiences, capital and global wealth converge
The hospitality sector's post-pandemic uplift reflects a fundamental shift in how, why and where people travel, with experiences, emotional value and emerging market demand reshaping the sector’s economics. Read more.
Feb. 04, 2026
How we work
Navigating the complexity of cross-border residential real estate lending
In today’s international property market, wealthy individuals and families increasingly require solutions that span multiple jurisdictions, diverse legal systems and varied regulatory expectations. Learn how a private bank can help manage these complexities.
Jan. 28, 2026
Measuring ocean biodiversity
New York harbour secrets: eels and eDNA
Following eDNA testing at multiple locations around the world with our partners the SailGP Germany team and NatureMetrics, we returned to New York one year on to discover what our 2025 eDNA survey reveals about the city's underwater inhabitants.
Oct. 28, 2025
How we work
Delivering a market-leading buyout solution
Deutsche Bank’s tailored support for the leveraged buyout of an iconic Italian brand shows how our Bank for Entrepreneurs (BfE) delivers unique solutions competitors struggle to match.
Sep. 08, 2025
What is family governance and why does it matter in a family office?
Family governance centres on agreed processes for how a family office makes decisions, how changes are implemented, and the roles and responsibilities of individuals within the family and the business.
Jun. 05, 2025
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