FAMILIES 

Structure and continuity across generations

I work with affluent families facing complex situations involving wealth, multiple advisors, jurisdictions, and generations.
I design and build integrated systems that bring clarity, structure and continuity to the management of their financial and non-financial affairs - supporting long-term preservation, growth, and intergenerational transfer of wealth.

What I offer

    Establishment of private corporate structures, trusts, and family foundations

    Design and establishment of a family governance framework

    Succession and intergenerational continuity planning

    Independent family advisory and strategic oversight

    Independent coordination of complex advisor networks for the family

What you get

    Tax-efficient ownership and governance structure for managing family wealth

    Clear separation of private wealth from operating businesses, and management from control

    Governance-driven decision-making across generations

    Alignment between family members and external advisors

    Confidence in the long-term continuity of capital and family legacy

How I work

I work in an advisory and general management capacity, focusing on strategy, judgment, and continuity

Cases

  • A family experienced a rapid increase in wealth without having any established structure in place – no governance framework, no coordinated advisory support, no compliance processes, and no private banking relationships.
    I worked closely with the family to create a clear decision-making framework and bring order to the overall picture. My role included identifying and onboarding appropriate fiduciary providers and professional advisors, coordinating their work across jurisdictions, establishing compliant structures, and building relationships with private banks to ensure proper safeguarding of assets and a coherent investment approach.
    As complexity increased over time, I supported the transition into a formal single family office. Key personnel were hired, operational responsibilities were transferred to the internal team, and the family office assumed day-to-day management.
    Result: A structured and compliant setup with clear governance and coordinated advisory support, secure private banking relationships, and a solid foundation for long-term capital preservation and investment strategy.

  • A family required a coherent structure to manage different asset classes and long-term objectives within a single strategic framework. There was no unified architecture to separate operating risk, financial investments, real estate ownership, and philanthropic activities, nor a governance model capable of coordinating these elements over time.
    A comprehensive private wealth structure was designed and implemented from the ground up. Separate branches were established for investments into a newly created family-owned operating business, investments into securities, ownership and management of real estate assets, and philanthropic activities.
    Across the structure, ownership and management were deliberately separated to ensure clarity of control, accountability, and risk containment. Each branch was structured with a clearly defined mandate, decision-making logic, and governance rules appropriate to its purpose.
    All entities were connected under a unified governance framework, including allocation principles, reporting standards, and control mechanisms. The structure was designed to allow disciplined capital deployment, clear separation of risks, and long-term continuity across generations.
    Result: A fully integrated and transparent private wealth structure, providing clarity of purpose across asset classes, effective governance, separation of ownership and management, and a solid foundation for long-term capital preservation, investment strategy, and philanthropic engagement.

  • A family did not want to transfer wealth directly to the next generation, in order to allow younger family members to develop independently and avoid long-term dependency on inherited capital.
    At the same time, there was a clear intention to preserve capital as a shared family resource across generations and to embed charitable objectives into its long-term use.
    I supported the design and establishment of a family foundation – defining governance rules, multiple beneficiary classes across generations, access criteria for education, limited entrepreneurial funding, emergency support in force-majeure situations, and charitable activities. I acted as protector, supervised trustee decisions, coordinated advisors, and ensured that all actions remained aligned with the family’s long-term intent.
    Result: Wealth was structured as a durable family institution rather than a direct inheritance; future generations gained limited and purpose-driven access to capital; charitable engagement was formally embedded; succession risks were reduced while long-term continuity and family alignment were preserved.

Contacts

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