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Advelio Vermögenstreuhand
Advelio Vermögenstreuhand GmbH was established as a multi-family office in Leipzig. Jan Klemm serves as managing partner alongside Sebastian Taubert.
Advelio Vermögenstreuhand
Advelio Vermögenstreuhand GmbH was established as a multi-family office in Leipzig. Jan Klemm serves as managing partner alongside Sebastian Taubert. The firm supplies wealth-management and succession services to private clients and foundations. Investment activity centers on fund-of-funds commitments and direct real-estate positions. Execution stays within Europe. The firm lists WEP-Gruppe and Nepalmed Stiftung among its advisory clients. Team size and assets remain undisclosed. Advelio holds corporate membership in Club International e. V. and Verband unabhängiger Vermögensverwalter Deutschland. It supports Deutsche Kinderkrebsstiftung and Leipziger Stiftung für krebskranke Kinder through Jan Klemm. Governance rests with the two named managing partners who also represent the firm in its professional-network memberships.
General information
Firm type
Multi Family Office
Location
Region
Europe
Country
Germany
City
Leipzig
Corporate office
Leipzig, Germany
Principals
Jan Klemm
Managing Partner
Sebastian Taubert
Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Advelio Vermögenstreuhand?
Jan Klemm and Sebastian Taubert serve as managing partners and handle client mandates. No additional investment committee members are named publicly.
Does Advelio participate in fund commitments or only direct deals?
The firm executes through both fund-of-funds vehicles and direct real-estate positions. Specific allocation sizes are not disclosed.
Where does Advelio source its clients?
Relationships are built through local philanthropic and professional networks in Leipzig, including ties to University Hospital Leipzig and regional foundations.
What geographic scope does Advelio maintain?
All documented activity occurs inside Europe, with headquarters and client references centered in Germany.
How is Advelio related to Nepalmed Stiftung?
Advelio and Jan Klemm provided advisory services during the foundation's establishment, according to a public testimonial from its chairman.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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