Transmission · Next generation
A transmission that holds across generations.
Succession is more than a set of deeds. It is a framework that allows wealth, decisions and family ties to survive the transition. We work alongside the founding generation and the heirs, on equal terms.
Our approach
How we work with families on this.
Structure first, instruments second
Trusts, holdings and foundations are tools, not strategies. We start from the family map, the role of each member, and the long-horizon objective, then choose instruments accordingly.
A framework for dialogue
Family councils, charters, investment committees. The most useful frameworks are usually the simplest. We help families converge on what to write down and what to leave flexible.
Education of the next generation
Heirs do not inherit competence with the assets. We support gradual exposure to investment decisions, governance, and the language of advisors.
Continuity, beyond a single advisor
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.
Founding generation
Patriarchs and matriarchs preparing the next transition, who want clarity for their heirs without ceding what should not yet be ceded.
Heirs in their 25 to 45 years
Next-generation members called to take over, looking for a framework to learn, contribute, and gradually take responsibility.
Multi-branch families
Families with several branches and divergent agendas, who need shared rules rather than improvised arbitrations.
What we do
Disciplines most relevant to this work.
Succession is rarely a single workstream. It usually combines structuring, governance and asset coordination.
Family Governance
We support families and entrepreneurs in coordinating family daily affairs and in establishing clear, long-term governance frameworks.
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.
Art Advisory
We are active in the art market and work alongside leading art professionals and advisors. We support clients in the management, acquisition, sale, and development of their collections, as well as in art financing and lending solutions.
2012
FINMA
Geneva
Open architecture
Frequently asked
Questions families ask before engaging.
When should a family start planning succession?
Earlier than most do. Useful work begins ten to fifteen years before the expected transition. It allows heirs to mature, structures to settle, and tax exposure to be addressed without urgency.
What is a family charter?
A written document that captures the family's values, decision rules, and the principles governing shared assets. It is not a legal contract but a reference text that gives heirs a stable framework.
Do you replace the family's lawyers?
No. We coordinate with the family's lawyers, notaries and tax advisors. Our role is to ensure that legal, tax, investment and governance decisions are consistent and oriented to the long term.
How is the next generation involved?
Through gradual exposure: observation of investment committees, dedicated education sessions, and progressively meaningful responsibilities. The pace is set by the family, not by a template.
Can the structure evolve over time?
It must. A succession framework that cannot adapt to divorce, new branches, or a change of residency is brittle. We design with adaptability in mind.
Contact
Let us talk.
If transmission is on your mind, whether in five years or fifteen, let us discuss the framework that fits.