Situations

Who We Advise

Consequential wealth transitions require clarity, independent governance, and an uncompromised fiduciary seat.

01Archetype

The post-exit entrepreneur

"Protect what I built, fund the next chapter, pass it on well."

Having transformed an illiquid operating company into significant liquid wealth, the founder faces the shift from running an enterprise to managing an enduring family balance sheet.

Core Focus Areas

—Lifestyle portfolio

Ring-fencing absolute security and liquidity to sustain family living standards and peace of mind indefinitely, insulated from market shocks.

—Entrepreneur's portfolio

Allocating dedicated capital for angel investments, direct private equity, and next-chapter venture opportunities with clear risk budgeting.

—Legacy portfolio

Multi-generational capital compounding over decades through disciplined, tax-optimised global asset allocation.

02Archetype

The family with a liquidity event

"Structure wealth fairly, build a lasting legacy, replace scattered banks."

A multi-generational liquidity event creates immediate complexity across branches of the family, multiple currencies, and disparate banking intermediaries.

Core Focus Areas

—Inheritance structuring

Establishing equitable, transparent governance frameworks and estate architectures that prevent family discord and align with long-term intent.

—Philanthropic foundation

Structuring purpose-driven vehicles and charitable foundations that express the family’s values and social footprint with institutional governance.

—Investment oversight

Replacing a chaotic patchwork of bank relationship managers with a single accountable fiduciary seat holding all custodians to institutional standards.

03Archetype

The pre-retirement executive

"Retire well, simplify scattered holdings, leave a clear legacy."

A seasoned corporate leader approaching executive transition with accumulated international compensation, uncoordinated pension schemes, and real estate assets across borders.

Core Focus Areas

—Cross-border consolidation

Harmonising fragmented pensions, stock options, and international custody accounts into a transparent, consolidated balance sheet.

—Retirement income portfolio

Engineering a robust, low-volatility income stream designed to replace executive compensation without eroding underlying capital.

—Legacy and succession

Ensuring wealth transfer, tax efficiency, and estate continuity are fully resolved well before corporate retirement commences.

04Archetype

The professional athlete

"Build lasting wealth from a short career, without losing time to noise."

An elite competitor earning peak global income across a compressed career window, requiring immediate structural protection against exploitation and short-term speculation.

Core Focus Areas

—Earnings structuring

Optimising international contract revenue, image rights, and multi-country tax domiciles with institutional legal and accounting partners.

—Growth and income portfolio

Constructing institutional preservation vehicles designed to compound wealth safely to sustain the 50+ years of life following athletic retirement.

—Gatekeeping and oversight

Serving as the uncompromised fiduciary firewall — filtering speculative pitches, auditing bank fees, and eliminating financial noise.

Confidential Consultation

Do you identify with one of these transitions?

Every client situation is unique. We begin with a direct, confidential dialogue with the founder in Zurich.

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