Family Wealth

Research shows that successful business families have their family affairs in order.

Successful business families have a clear governance structure, an emergency plan and the values and wishes of the family are laid down in a covenant or a shareholders’ agreement. There is a step-by-step plan for transfer situations or relocation. 

Our professionals help you structure your family interests. We help with:

Our approach to investments is based on partnership, as the best ideas are created through cooperation. For the translation of your investment goals to a portfolio, we combine an institutional asset allocation approach with a bottom up, mainly thematic, manager selection process where identifying the skill set of the manager(s) as well alignment of interest, are important factors.