Direct Access to Institutional Intelligence.
Wealth management is a dialogue founded on precision and discretion. Whether you are navigating generational succession, institutional liquidity, or cross-border tax structures between Germany and the USA, our senior partners are available for a direct, non-automated consultation.
Strategic Presence
While our heart beats in Frankfurt, our reach extends across major German economic centers and into the US markets via mxmerchant systems, ensuring synchronous advisory regardless of your geography.
Frankfurt am Main
Global Headquarters
60323 Frankfurt am Main
Deutschland
Primary Dial +49 69 667 738 350
Inquiries info@hrk-lunis.com
USA Market Access
Cross-Border Advisory
Managing assets across continents requires digital integration. We utilize mx merchant protocols to ensure secure data exchange and transaction monitoring for our US-based interests.
Institutional clients requiring SEC-aligned reporting and direct US market entry points can schedule sessions via the Frankfurt digital suite.
Client Engagement
Operational Hours
Out-of-office appointments and international coordination (GMT/EST/PST) are available upon request for Family Office principals.
The First Dialogue
At HRK LUNIS AG, we discard the generic "contact lead" model. Every inquiry is reviewed by an Associate Director to ensure your specific requirements—be it Private Equity entry, Foundation Management (Stiftungsmanagement), or Family Office services—are met with an expert of equal standing.
Discrete Processing
All submissions are protected by enterprise-grade encryption and strictly adhere to GDPR and BaFin compliance standards for asset management.
Response Commitment
A senior advisor will acknowledge your request within 24 business hours to arrange a preliminary technical call or a physical meeting in Frankfurt.
Preparation Checklist
- Current Portfolio Structure Overview
- Primary Liquidity Objectives
- Successional Constraints or Philanthropic Goals
In-person consultations are available at our Frankfurt Friedrichstraße 31 office by appointment.
Personal Fiduciary Protocol
Wealth is never just a number; it is the physical manifestation of historical effort and future legacy. We maintain that the most complex financial structures—such as bridging German family-owned business capital with mx merchant enabled international liquidity—cannot be solved through digital interfaces alone.
Our Frankfurt meeting suites are designed to provide a secure, calm, and completely private environment for high-stakes wealth planning. We welcome clients to discuss long-term asset allocation, regulatory BaFin shifts, and the nuanced trade-offs between capital growth and risk mitigation.
For our international clients, including those with substantial presence in the USA, we provide full concierge coordination to align our sessions with transcontinental travel schedules.
Institutional & Foundation Management
Complex legal entities require a higher threshold of administrative diligence. Our Stiftungsmanagement (Foundation Management) team operates as a specialized vertical, handling not just investment advisory but the administrative governance necessary for long-term philanthropic viability.
- 01. Dedicated point-of-contact for Board Chairpersons.
- 02. Audit-ready transparency reports for tax authorities.
- 03. Integration of ESG mandates within capital preservation rules.
Professional Opportunities
We are always seeking senior advisors with a proven track record in bank-independent wealth management. If your philosophy aligns with our 'Lunis Standard' of radical transparency and fiduciary loyalty, we invite a confidential introduction.
Explore Careers at HRK LUNIS
Career Inquiries
Human Resources Division