For entrepreneurs · After the exit
Turning a liquidity event into long-term, structured wealth.
The day after a sale, the file changes nature. Liquidity, tax windows, family expectations, future ventures. Independent counsel to make the next decade count, not the next quarter.
Our approach
How we work with families on this.
Define the wealth perimeter before the cash arrives
Holding structure, banking setup, residency, marital regime, family allocation. The window before closing is short but decisive. We build the perimeter in parallel with the deal.
From single asset to diversified architecture
Most entrepreneurs are concentrated by definition. Diversification is not just an asset allocation exercise, it is a behavioural and governance one. We help calibrate the pace.
Keep optionality for the next venture
Liquidity, leverage capacity, and a clean legal frame should not be sacrificed for short-term yield. The structure must remain ready for the next opportunity.
Independent, no product to sell
Founded in 2012 and regulated by FINMA. A senior team, a limited number of clients, true open architecture across leading international banks.
Who we serve
Three profiles, one standard of attention.
Founders post-sale
Entrepreneurs who have just signed an SPA, with proceeds incoming and an empty calendar in front of them.
Sellers in due diligence
Owners three to twelve months before closing, who want the wealth perimeter ready on day one rather than improvised six months in.
Serial operators
Founders who keep building and want a stable wealth platform behind them, independent from each new venture.
What we do
Disciplines most relevant to this work.
The post-exit phase typically combines four of our disciplines.
Wealth Structuring
We help our clients organize their assets and entities for the long term with a focus on continuity, efficiency, and consistency across structures and jurisdictions.
Investment Strategy
We develop both short- and long-term investment strategies based on your objectives, liquidity needs, and broader family capital structure. This includes working alongside your legal and tax advisors to ensure that investment decisions are aligned with your broader planning framework.
Private Markets
We rigorously select private market opportunities, committing our own capital alongside our clients when appropriate. From due diligence to ongoing oversight, we remain fully engaged throughout the life of each investment.
Family Governance
We support families and entrepreneurs in coordinating family daily affairs and in establishing clear, long-term governance frameworks.
2012
FINMA
Geneva
Open architecture
Frequently asked
Questions families ask before engaging.
When should an entrepreneur engage a family office?
Ideally six to twelve months before closing. The pre-deal window is when structure, residency and family arrangements can still be optimised. After closing the menu narrows.
Do you work with deals below a certain size?
We are selective and accept a limited number of clients. The relevant criterion is complexity and long-term fit, not a single ticket size threshold. A confidential introductory call is the right way to assess.
How do you handle concentration risk after a sale?
We never recommend a single liquidation schedule. Decisions on diversification pace, hedging, and reinvestment in private markets are calibrated to the family's risk tolerance, tax position and next-venture plans.
Can you coordinate with the M&A lawyers and tax advisors?
Yes. We sit between the family and its specialist advisors, ensuring legal, tax, banking and investment decisions are consistent. We do not replace these specialists, we coordinate them.
Is the conversation confidential during the deal?
Always. Pre-closing discussions are handled under strict confidentiality, with no contact with deal counterparties unless instructed.
Contact
Let us talk.
If a transaction is on the horizon or just closed, let us discuss how to frame the next decade.