Preserving Capital Across Generations
As a seasoned Homme d’Affaires to a select group of private clients around the world, I am foremost passionate about preserving and growing your family’s human, social and financial capital, that will form a legacy well beyond many generations to come.
As the Homme d’Affaires I look at our clients’ whole life circumstancesand wealth situation and act as trusted and impartial Family Advisor. By applying the profound insight gained from many similar situations (comprising topics such as business owning families, generational transition, cross-border tax planning, philanthropy and direct
investments), I consult our clients on increasingly complex matters in a qualified, independent way and if necessary, with the assistance of a long-standing network of trusted specialists.
History has shown that it has become not only desirable, but indispensable for families that all recommendations from different areas of life are initially filtered and analyzed by a Homme d’Affaires who understands the possible consequences, opportunities and potential threats for families and their individual members. That enables the families to deal with the many issues in a structured and comprehensive way, before taking a well-balanced decision.
Single Family Office Advisory
Whether you are considering establishing your own Single Family Office, facing a liquidity event, or want to preserve your family-controlled business for future generations, we provide assistance in identifying and implementing appropriate ownership structures, assessing existing oversight functions, and adopting best practices for your governance framework.
The art of advising private clients has experienced a true paradigm shift: The methodology is no longer solely set on managing the assets and liabilities of a Family’s Balance Sheet, but also embraces and accounts for the non-financial aspects of a family situation and addresses the associated risks. For more than 25 years I have passionately worked with families who have sought their own path of creativity, innovation and sustainability.
Their stories have inspired me to constantly improve the methods on how to assist families to preserve their human, social and financial capital across generations.
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