MATTERS OF CONSEQUENCE

Advisory Services

Independent advisory across Swiss private wealth, corporate leadership and private health management.

Advisory

Areas of Specialisation

Opufinite undertakes a limited number of engagements, allowing the founder to remain directly involved throughout each mandate, providing direct access and consistency across the work.

Financial centre in the Greater Zürich Area, Switzerland
Specialisation

Swiss Private Wealth

For individuals, families, family offices and institutions.

Independent perspective for principals and families navigating questions of responsibility, control, legacy and long-term direction.

  • Perspective beyond the mandate of any single adviser
  • Coordination across existing advisers and stakeholders
  • Ongoing counsel as circumstances evolve
Typical situations
Succession planning
Sensitive relationships
Ownership transitions
Institutional stewardship
Family office continuity
Decision support
Specialisation

Corporate Leadership

For boards, chief executives and leadership teams.

A discreet sounding board for senior responsibility, change, organisational complexity and sustained pressure.

  • One-to-one counsel at senior level
  • Structured work around complex organisational questions
  • Ongoing support beyond the immediate issue
Typical situations
Leadership transitions
Boardroom dynamics
Executive judgment
Decision clarity
Team alignment
Offsites and retreats
Senior professional walking through a modern glass corporate interior
Contemporary Swiss health and residential setting
Specialisation

Private Health Management

For ultra-high-net-worth individuals and families.

Private health management that extends beyond access and coordination. Opufinite remains personally involved as the situation develops, providing a consistent point of reference across providers, recommendations and changing priorities.

  • Oversight across the wider medical picture
  • Organisation of provider input and recommendations
  • A consistent point of reference over time
Typical situations
Clinic preparation
Swiss health care
Specialist coordination
Longevity planning
Second-opinion pathways
Family support