Entrepreneurs
Operating businesses create wealth that is concentrated, illiquid and personal. The advisory task is to separate what must stay in the company from what should begin a second life.
Private clients
For people with something worth protecting.
The work is designed for principals — people whose capital is tied to a life, a company or a family, and who need a counterpart that can hold the whole picture.
Who the work is for
Executives
Compensation, equity and residency can make a balance sheet look simple until a move, a vesting cliff or a tax year makes it otherwise.
Founders
A liquidity event is not an investment policy. It is a moment that needs structure before it needs products.
Professionals
Partnerships, practices and specialised careers often accumulate wealth faster than they accumulate a plan.
International families
More than one passport, more than one property, more than one set of rules. Coordination is the service.
Typical questions
What clients usually bring.
None of these is a product. Each is a planning problem with investment consequences.
01
Liquidity after a business sale
How much to keep near, how much to invest, and over what horizon the new balance sheet should be built.
02
Investment strategy
A written allocation that can be lived with — including in a year that does not cooperate.
03
Retirement
The passage from accumulation to spending, including Swiss occupational and private pension layers.
04
Property
Residence, investment holdings and mortgage structure as part of the same picture.
05
Family wealth
Who decides, who is informed, and how the next generation is prepared.
06
Cross-border considerations
Residency, reporting and the practical limits of a strategy that ignores borders.
Start a conversation.
A first discussion is simply a chance to understand where you are and whether the work would be useful.