Approach

How a matter is brought before the House.

Four pathways, each received in the same manner: privately, by name, and without obligation on either side.

Owners and Families

Before a residence is exposed, the correct path must be determined. The House receives the matter in confidence, establishes what the place has carried, and advises whether, when and how it should be introduced.

  • Preparation
  • Entrustment
  • Continuity
  • The correct path before exposure
Request consideration

Lawyers, Notaries, Banks and Trusted Advisers

Professional parties often work correctly and separately. The House provides one common point of reference so that preparation is disciplined and the work of each specialist is aligned to the same understanding.

  • Coordination
  • A single point of reference
  • Disciplined preparation
  • Alignment among parties
Introduce a matter

Qualified Buyers

A prospective buyer is assessed for seriousness, relevance, readiness and capacity, and for correspondence with the particular residence. Where these are established, a private introduction may follow and controlled access is granted.

  • Relevance
  • Controlled access
  • Verified information
  • Readiness and capacity
Request a private introduction

Commercial Property Matters

Where a family also owns commercial property, DGF Private Office may retain the principal relationship while commercial transaction preparation or execution is separately entrusted to DGF & Co Capital Services GmbH or another appropriately appointed specialist adviser. DGF Private Office remains responsible for the coherence of the entrusted private relationship. The appointed commercial executor remains responsible for its defined mandate. Commercial real estate is not a public focus of DGF Private Office and is not presented through the Private Office website as public inventory.

  • Relationship retained
  • Execution coordinated
  • Specialist adviser appointed
Introduce a matter

Disclosure follows responsibility

Information is introduced according to role — not curiosity.

DGF Private Office does not maintain a public inventory of residences, mandates or private opportunities. Nor does admission to one matter create visibility into another.

The principal relationship is established first. The purpose, scope, relevant parties and professional responsibilities are then defined. Only afterwards is information introduced to a bank, lawyer, notary, valuer, surveyor, appointed agent, prospective counterparty or other recipient whose role requires it.

Each recipient receives only the material appropriate to the responsibility for which that recipient has been approved. Access may be limited, recorded, time-bound and withdrawn when no longer required.

Selective disclosure is not a marketing device. It protects the residence, the principal, the appointed professionals and the integrity of the entrusted process.

The sequence of access

  1. I

    Public Understanding

    The responsibilities, method and institutional boundaries of the House may be understood publicly.

  2. II

    Private Introduction

    A principal, trusted adviser or introducer provides sufficient context for the House to consider whether the matter may belong within its responsibility.

  3. III

    Qualification

    Relevance, identity, authority, conflicts, seriousness and the intended role are established before sensitive information is requested or disclosed.

  4. IV

    Defined Entrustment

    Scope, responsibility, professional appointments, disclosure boundaries and information handling are constituted through the accepted mandate.

  5. V

    Mandate-Specific Access

    An approved recipient may be admitted to the particular Reading Room and material required for that recipient's defined role.

Access to one mandate never constitutes access to the House's other matters.

Owners and Families · Residence Transition Planning

Where a family is moving from one principal residence to another, the acquisition, the final payment and the sale of the existing residence rarely align in time. The House coordinates that passage as one matter, and begins before the mismatch becomes urgent.

Residence Transition Planning →

Private Correspondence

From time to time, DGF Private Office issues private institutional correspondence concerning residences approaching transition, renewal, transfer or a new chapter. Correspondence is sent selectively and by relevance.

Private Correspondence →