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Switzerland Family Governance Services

Some of the challenges families face when looking to maintain and grow their wealth are the lack clarity on succession, ownership, governance and strategy. Aligning long-term goals, keeping the business in the family and preserving (and growing) capital is not an easy task when facing short-term challenges such as sudden disruptions, digitisation or globalisation.

Family governance is essential to ensure wealth preservation and the transfer of wealth to future generations. It provides a bespoke and solid structure for family cohesion and stability for both present and future. It provides the means to avoid conflict by agreeing to a predetermined set of rules and guidelines and provides mechanisms for solving disputes and facilitating decision-making, ensuring the process is made more efficient and empowering other family members. All in all, it creates a sense of cohesion which leads to growth and business success, allowing the family business to evolve and adapt to changing circumstances.

We advise our clients in creating and running a lasting family governance structure with a view to preserve the unity of the family, the wealth and the business ownership.

Our services include:

  • Family constitution
  • Operating structure and governance
  • Reporting
  • Legacy protection
  • Family committees
  • Family council

Download our factsheet(s):

We help to organise the assets of a wealthy family or family-owned organisation. This involves working with family members to provide expertise on wealth structuring, asset allocation and advice on managing their money in accordance with their requirements. The result is a stronger family unit, assets that are safer and can be passed on to the next generation
Senior wealth planner advisor Swiss office.

Accreditations and Membership

STEP
International Tax Planning
SAV FSA
Swiss-Asian Chamber of Commerce

Switzerland Insights