ZÜRICH, SWITZERLAND
Independent, non-investment counsel in Swiss private wealth
For principals, families, family offices and financial institutions when consequential matters extend beyond the mandate of any one adviser.
Where private, family, leadership and institutional considerations intersect.
Principals & Families
Durable perspective on the structures, deliberations and choices behind substantial capital, across generations.
Family Offices
For owners navigating transfer, mandate and connections around intergenerational wealth, with discretion.
Financial Institutions
Sounding board for executives facing client, organisational and reputational concerns, without agenda.
Gatherings that deepen
relationships.
Principals, trusted advisers and institutions brought together for substantive dialogue, shared understanding and valuable exchange.
Explore private salonsDirect work with founders, CEOs, boards and senior leaders.
Built around consequential periods of leadership, transition and decision-making.
Executive Mentoring
Private mentoring and leadership sparring for consequential periods, combining challenge, judgment and continuity.
Leadership Speaking
Private discussions, facilitated forums and selected formal settings where considered insight can add value.
Reflections on ownership,
transition and continuity.
When the Relationship Manager Leaves
Read reflection
Authority After Leadership Change
Read reflection