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Forum Family Office
Forum Family Office was established in 1997 by Dr. Burkhard Wittek. It manages the wealth of one Munich family through a permanent-capital mandate focused on...
Forum Family Office
Forum Family Office was established in 1997 by Dr. Burkhard Wittek. It manages the wealth of one Munich family through a permanent-capital mandate focused on European companies. The firm allocates across two sleeves. Family Equity targets private buyouts and growth investments in small and mid-sized companies. Value Investing covers listed European small-caps that serve as learning cases for the private book. Confirmed holdings include FBS Informatik Holding AG acquired in February 2026, B+B International acquired in November 2025, and ab-data GmbH & Co KG acquired in August 2025. Additional positions sit in Italy through Mecmatica and Siint. All activity remains inside Europe. The Munich headquarters employs an undisclosed number of investment, recruiting, and operating professionals. Forum maintains a Swiss branch presence through FBS and an Italian presence through Mecmatica. In November 2025 Mecmatica took a majority stake in Siint. The firm also participates in the HSG Helvetian Investment Club for networking. Forum operates without limited-life funds or external LPs. Its structure keeps capital evergreen and decisions inside the family, allowing direct ownership and operational involvement that standard private-equity vehicles do not replicate.
General information
Firm type
Single Family Office
Year founded
1997
AUM
Undisclosed
Location
Region
Europe
Country
Germany
City
Munich
Corporate office
Uhlandstraße 5, 80336 Munich, Germany
Principals
Dr. Burkhard Wittek
Founder and CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Forum Family Office?
Dr. Burkhard Wittek serves as Founder and CEO. Investment associates and principals including Martin Schemm and Stephan Petersen execute day-to-day work under his direction.
How does Forum Family Office source proprietary deal flow?
The firm relies on direct outreach to family-owned businesses seeking succession solutions and on its network within the HSG Helvetian Investment Club.
Is Forum Family Office structured as a single family office or does it operate more like a venture firm?
Forum functions strictly as a single-family office. It holds no external clients and deploys only the capital of one Munich family.
Does Forum Family Office participate in fund commitments or only direct deals?
Forum executes only direct investments and co-investments. It does not commit to third-party funds.
What investment stages does Forum Family Office typically target?
The firm focuses on buyouts and growth equity in private European companies.
Where does the underlying wealth come from?
The capital originates from a Munich entrepreneurial family that built operating businesses over multiple generations.
What is Forum Family Office's known posture on co-investments alongside external GPs?
Forum does not co-invest with external managers. It acquires controlling or majority stakes directly and holds them permanently.
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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