A man and boy discussing future wealth plans

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.

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 and – where relevant – independent advisors 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 work together to design a plan that can evolve with you – 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

  • 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.

  • 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.

  • We focus on practical solutions that can evolve with changing family needs, business conditions, geopolitics 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.

Our wealth planning solutions

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  • Estate and Trust Planning

  • We work with you to develop a plan that reflects your priorities, family dynamics and long-term objectives.

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  • Philanthropy

  • We can provide guidance and insight on charitable vehicles and best practices to achieve your philanthropic and legacy goals.

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  • Life Insurance

  • Whether you require personal cover, estate planning, liquidity or tax-efficient investing, we work closely with independent providers to support your needs.

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  • Selling your business

  • Our experienced team can help you prepare for the sale of your business as part of a holistic wealth plan aligned with your future goals and interests.

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  • NextGen programme

  • Exclusive access to educational events, thought-leadership activities and networking opportunities – for the business leaders of tomorrow.

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

Sunlit grasses with soft focus and blurred background

Feature article

Family office succession planning: preparing the next generation of leaders

Amid what could be the largest wealth transfer in history, family offices face a critical task: preparing younger family members for the responsibilities – and legacy – they will inherit.

Jul. 01, 2026


Woman leaning against a server stack using a laptop

Entrepreneurship

Wealth management for founders – from start-up to scale

As start-ups scale, founders often face a complex journey navigating the shift from concentrated, illiquid wealth to more structured financial planning – balancing growth, liquidity and long-term goals.

Jun. 22, 2026


UHNW family at the beach

Feature article

Family office legacy planning: shaping purpose beyond capital

Family offices are redefining legacy beyond financial capital considerations, embedding shared values, purpose and long-term intent into governance frameworks, investment decisions and intergenerational stewardship.

Jun. 19, 2026


navigating yacht ownership

How we work

A strategic perspective on yacht financing

For many ultra high net worth individuals and families, yacht ownership sits at the intersection of lifestyle priorities and long-term balance-sheet management.

Jun. 10, 2026


Luxury Italian real estate

Feature article

La Dolce Vita: Italian real estate for globally mobile UHNW families – resilience, lifestyle and value

Italian luxury real estate combines resilient pricing with lifestyle appeal across prime locations shaped by history and understated glamour. We examine why this continues to attract ultra-high-net-worth buyers.

Jun. 03, 2026


cityscape

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.

May. 27, 2026


managing wealth across borders desktop

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


family office investment strategy

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


International sports acquisitions

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


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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


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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


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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


Sports assets web

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


Paris cross border wealth

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


Wealth manager family office desktop

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


edna desktop humpback monterey bay

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


innovative finance desktop

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


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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


rethinking family office desktop

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


global real estate five key trends for family offices in 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


See More

 

 

The products and services described on this page are not appropriate for everyone, so you should make a decision based on your financial, legal and tax situation after consultation with your tax and legal advisors. Deutsche Bank does not provide accounting, tax or legal advice to its clients. This information is not financial advice or a solicitation.

This is not a commitment by Deutsche Bank AG or any of its subsidiaries or affiliates (collectively referred to as “Deutsche Bank” or “Bank”) to provide any product or service. Where applicable, transactions are subject to the Bank’s due diligence procedures (including “know your customer” policies), satisfaction with the client’s legal structure, ownership and management, internal approvals, compliance with applicable laws and regulations, and the execution of documentation in form and substance acceptable to the Bank and its counsel. Offerings are subject to periodic review and change without prior notice.

In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S.

The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.

No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns. Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive.

This web page is not an offer to buy a security or enter into any transaction. The products, services, information and/or materials contained within these web pages may not be available for residents of certain jurisdictions. Please consider the sales restrictions relating to the products or services in question for further information. Deutsche Bank does not give tax or legal advice; prospective investors should seek advice from their own tax advisers and/or lawyers before entering into any investment.