We deliver efficient results through a broad offering that covers family strategy, family governance, family marketing and family business development. We believe that advising families requires a certain skills set that goes beyond traditional financial and legal skills. As Family Consulting requires such a wide range of competencies, we also deploy our network of advisors, coaches, consultants, lawyers and bankers in Switzerland and around the world.

Our approach is based on three fundamentals beliefs:
1. Protecting and growing financial wealth calls for a thorough understanding and solving of non-financial issues.
2. Family issues, family wealth and family activities form an integral whole.
3. Advising families calls for an approach based on Family Profiling.

Family Profiling is a powerful analysis tool to help understand and meet families’ needs. Family Profiling identifies and formalizes all kinds of key information such as a family’s shared values, their leaders, their key decision processes, their structures, their governance, their objectives, and their current and future activities.