Sculpting Legacies, Engineering Wealth.
Napalist provides truly independent and client-centric financial counsel for high-net-worth individuals and families seeking to preserve and grow their wealth across generations.
Global Jurisdictions
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Assets Under Advisory
€0M+
Client Retention Rate
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%Years of Combined Experience
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+Our Expertise
A Bespoke Approach to Wealth
We offer a comprehensive suite of services designed to address the unique complexities of significant wealth.
Bespoke Wealth Structuring
We design and implement sophisticated wealth structures to protect your assets and optimize for multi-generational growth. Our strategies consider global tax implications and long-term family governance.
Starting from €15,000
Strategic Capital Allocation
Leveraging proprietary market analysis, we identify and execute high-potential investment opportunities. Our goal is to achieve superior risk-adjusted returns tailored to your specific financial objectives.
Retainer-based, from €7,500/quarter
Cross-Border Asset Management
We specialize in navigating the complexities of international finance, ensuring seamless management of your assets across multiple jurisdictions. This includes compliance, currency hedging, and global portfolio diversification.
2% of Assets Under Management
Philanthropic Advisory & Legacy Planning
Our team assists in creating impactful philanthropic strategies and robust legacy plans that reflect your values. We facilitate the establishment of foundations and charitable trusts for lasting influence.
Project-based, from €20,000
Alternative Investment Due Diligence
Gain exclusive access to vetted private equity, venture capital, and real estate opportunities. We conduct rigorous due diligence to mitigate risk and unlock sources of alpha beyond public markets.
€12,000 per report
Our Strategists
The Architects of Your Legacy
Meet the dedicated experts committed to providing unparalleled financial counsel and strategic guidance.
Julian Von Steiner
Founder & Chief Investment Strategist
With over two decades of experience in private banking at top-tier institutions in Zurich and London, Julian founded Napalist to provide truly independent and client-centric financial counsel. His expertise lies in macroeconomic analysis and alternative asset allocation.
Dr. Annelise Richter
Head of Wealth Structuring
Annelise holds a Ph.D. in International Tax Law and is a leading expert in creating resilient, tax-efficient structures for ultra-high-net-worth families. She is dedicated to preserving wealth across generations through meticulous legal and financial planning.
Markus Brandt
Senior Portfolio Manager
Markus is a CFA charterholder with a specialization in quantitative analysis and risk management. He oversees the daily management of client portfolios, employing data-driven strategies to navigate market volatility and capitalize on emerging trends.
Client Success
Trusted by Discerning Families
"Napalist transformed our family's approach to wealth preservation. Their cross-border expertise was invaluable, providing clarity and security in a complex financial world."
- Alexander Schmidt
"The due diligence report for our private equity investment was exceptionally thorough. Julian's team identified risks others missed, saving us from a potentially costly mistake."
- Elena Petrova
"Working with Annelise on our legacy plan was a profound experience. She masterfully translated our philanthropic vision into a tangible, impactful, and lasting structure."
- David Chen
Clarity & Confidence
Frequently Asked Questions
What is the minimum asset level to become a client?
We cater to high-net-worth and ultra-high-net-worth individuals and families. While we do not have a strict minimum, our services are best suited for clients with investable assets exceeding €5 million, ensuring we can provide the comprehensive strategies required.
How is Napalist compensated for its services?
Our fee structure is transparent and tailored to the services provided. It can be a flat retainer, a percentage of assets under management, or a project-based fee, always discussed and agreed upon upfront. We operate on a fee-only basis and do not accept commissions from third-party product providers.
Is my financial information kept confidential?
Absolutely. Client confidentiality is paramount. We employ bank-grade digital security, encrypted communications, stringent internal protocols, and adhere to all GDPR and financial privacy regulations to ensure your data is protected at all times.
Do you provide services outside of Germany?
Yes, a significant portion of our clientele is international. We specialize in cross-border wealth management and have a global network of legal and financial experts to serve clients in major financial hubs worldwide, including Switzerland, the UK, and Singapore.
How does your investment philosophy differ from a traditional bank?
As an independent advisory, our loyalty is exclusively to our clients. We are not bound to proprietary products, allowing us to offer unbiased advice and access to a wider universe of investment opportunities, including exclusive alternative assets not typically available through retail banks.
Begin the Conversation
Contact Our Advisory Team
Our Frankfurt Office
Büro 21-C, Etage 14, Taunusanlage 8, 60329 Frankfurt am Main