Family
Advisory
With wealth comes responsibility.
It’s not enough to merely maintain wealth – it needs to be managed. Our clients have poured their heart and soul into their business, and we do the same for their assets and investments. We ensure their wealth is protected, productive, and ready to be passed on to the next generation.
We offer:
Family organization, governance, and succession planning
Family management and counselling
Corporate engagement
Corporate Finance
and Advisory
Your partner for what comes next.
We’ve spent more than four decades advising entrepreneurs and business leaders on how best to move their companies forward. As entrepreneurs ourselves, we know just how difficult – and rewarding – it can be to turn a vision into something great. We help our clients find their footing and take the next step.
We are your partner for:
Entrepreneurial succession planning
Avant-garde investment
Sell-side advisory
Buy-side advisory
Management buy out and buy in
Mergers & Acquisitions
Turnaround Management
Board Representations
Investment
Consulting
Planning a better future.
We’re here to uncover opportunities and remove barriers for our clients, so they can reach their investment goals. We also deliver a complete wealth overview, and constantly monitor performance so they can rest easy. The right way for each client is out there, and we’re here to find it.
We provide:
Access to best-in-class investment managers
Long-term investment strategy design
An open door to private and capital markets
Access to prime custodian banks in multiple jurisdictions
Alternative Investments
and Real Estate
New ways to invest.
There’s no shortage of investment opportunities. The question is: Which one is right for you? Thanks to our network of colleagues, partners, and clients we can offer unparalleled access to all kinds of new and innovative opportunities.
We deliver access to:
Private equity and debt
Alternative investments
SPACs
Commercial and private real estate