About FORUM
Forum Family Office - the team you can trust
FORUM Family Office has been managing the assets of a Munich-based family since 1997. FORUM's investment strategy is 100% focused on equity investments: we invest exclusively in listed and private companies, as this is where our expertise lies.
Listed companies are generally more developed and help us to develop lessons for our Family Equity holdings.
Conversely, the deep insight into our Family Equity holdings helps us to identify companies that have retained their agility as medium-sized businesses.
FORUM has no clients.
KUNUNU Top Company
Excellent Employer
FORUM Family Office has been awarded as Top Company 2025 – a special recognition based on outstanding employee reviews. The award underscores the company's commitment to a valued work environment, team spirit and sustainable success. FORUM has succeeded in positioning itself as an attractive employer and setting standards for a corporate culture in which performance and humanity are equally valued. A sign of appreciation that reflects the close cooperation and trust within the company.
Family Equity and Value Investing
Our competences
Our investment strategy is 100% focused on equity investments. While in Family Equity we invest in private companies to hold them permanently, in Value Investing we invest in listed companies in order to draw conclusions for our investments in Family Equity.
Family Equity
Here we invest in small and medium-sized privately owned companies and take them to the next level.
More about Family Equity...
Value Investing
Here we invest in listed medium-sized companies from Europe that are market leaders in their niches.
More about Value Investing...Sustainability
Family Offices as Long-Term Investors
FORUM is part of a growing number of European family offices that invest in companies. It usually originates from a large company that generates dividends or has been sold.
Family offices invest for the next generation of the family, i.e. in decades rather than quarters. Their capital is permanent. Biontech and Curevac are both investments of German family offices - hardly any other investor would have had such staying power!
Family offices work "from person to person". They know from their original companies that employees are the essential capital and work on the basis of trust and handshake quality.
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Family Equity
succession planning family business
Family Equity offers family businesses tailor-made succession planning that ensures long-term success and preserves the company's identity.
As a genuine family equity investor, the Munich-based FORUM Family Office values sustainability, employee development, and trustworthiness, and aims to provide your family business with a "good home." Unlike corporations and private equity funds, which often seek quick profits, FORUM focuses on long-term partnerships and securing the value of the company.
Discover why FORUM is the ideal partner for your family business and how they can help you continue your life's work:
Principles of Forum Family Office
Long term
As a family office, we have a capital base that is permanent. FORUM therefore always assumes that an investment will be permanent.
DezeNtral
The basis of the cooperation between our holdings and us is trust. We are open, direct, do not play politics and manage extremely decentrally.
Entrepreneurial
We have ambitious goals for our investments and want to be at the forefront. Because it secures jobs, increases the value of the companies and is fun.
News
Central concern
Sustainability
Because we think in generations, sustainable management is important to us. We want the resources we use to have the opportunity to regenerate or grow. We want to give something back to the environment. We focus on the environment, our services to customers and our employees.
