Empowering Your Family Legacy for Generational Growth
About us
Your Partners in Family Business Success
We are a dedicated team of experts specialising in family business advisory, with a deep understanding of the unique challenges faced by European and Swiss family-owned enterprises.
Our mission is to preserve family legacy while enabling sustainable business growth across generations. We aim to empower families by establishing robust governance structures, facilitating smooth transitions, and crafting long-term strategies that ensure both business and familial success.
Mauro Cappiello
Chris Hofmann
Roberto Bernasconi
Services
Comprehensive Solutions for Managing
Family Wealth and Growth
Concierge Services
Governance and Succession Planning
Governance and Succession Planning
Next-Generation Education and Training
Risk and Compliance Management
Risk and Compliance Management
Compliance and Regulatory Advisory
Family Dynamics and Conflict Resolution
Family Dynamics and Conflict Resolution
Conflict Prevention or Resolution
Digital Transformation and Ecosystem Growth
Digital Transformation and Ecosystem Growth
Ecosystem Innovation and Collaborative Growth
Family Finance and Business Management
Family Finance and Business Management
M&A and Business Advisory Services
Tax and Estate Planning
Why work with us?
Decades of Expertise Tailored for Your Family’s Success
With a team of skilled, independent, and experienced professionals, we combine over 30 years of proven success in family-owned businesses with bespoke advisory services tailored to the cultural and legal nuances of Swiss/EU and international markets.
Our deep understanding of the specific needs of family businesses allows us to offer personalized, impactful solutions. Families can trust us to bring discretion, reliability, and a genuine commitment to their success. Our long-standing track record and commitment to preserving family legacy make us the ideal partner for navigating complex business and generational transitions.
Our Process
We focus on understanding your family business’s unique challenges and crafting customized strategies that promote growth and harmony. Through open communication and inclusive engagement, we implement solutions that create lasting success for both the family and the business.
Learn more about our step-by-step process below
We start by conducting a thorough assessment of your family business, focusing on its unique needs, challenges, and goals. This step helps us gain a deep understanding of the family dynamics and business structure.
Based on the assessment, we craft a tailored plan that addresses key areas such as governance, succession planning, and growth strategies. Our goal is to create a roadmap that aligns with both family values and business objectives.
Throughout the process, we maintain open communication with all stakeholders, ensuring that everyone is involved. This collaborative approach promotes alignment within the family and business.
We support family businesses in implementing their strategic plans through a comprehensive approach that ensures equal treatment of all family members, regardless of their role or status in the business.
Our process is designed to provide sustainable solutions that benefit both the family and the business, fostering growth and harmony across generations.