Success stories

A senior technology executive approached us following the IPO of their employer. We designed a systematic diversification strategy that preserved significant upside while managing concentration risk and cross-border tax obligations across three jurisdictions.

A family-owned manufacturing business in Central Europe sought guidance on a planned sale. We coordinated pre-sale structuring, holding company arrangements, tax-efficient reinvestment of proceeds, and the establishment of a family governance framework.

A third-generation family with assets spread across six banks, four jurisdictions, and multiple advisers engaged us for consolidated oversight. We provided consolidated reporting, rationalised their adviser relationships, and implemented a unified investment framework.

A Swiss entrepreneur sought to diversify beyond traditional listed markets. We facilitated access to a carefully selected private credit strategy, providing attractive yield and low correlation to existing equity-heavy portfolio holdings.

A UHNW client wished to acquire a second property without liquidating long-term investment holdings during a period of market dislocation. We structured a Lombard facility against eligible portfolio assets, enabling the acquisition at favourable Swiss borrowing rates.

A family with members in four countries and assets across multiple jurisdictions required a comprehensive succession plan. We coordinated tax advisers, legal specialists, and banking relationships to deliver an integrated cross-border estate plan.