Mastering the challenges that arise with continued success, and which are intrinsic to the transition from successful entrepreneur to responsible business and wealth owner, requires not only dedication, passion and discipline, but a strong backbone of great mindsets, extraordinary talent and solid structures.

Family Office boards, executive and investment positions
We advise highly professional single and multi-family offices on the appointment of leadership roles in board and operational structures, including CEO, CIO and COO functions and investment committee and advisory board appointments. We are highly experienced in the identification of top talent in investment management, with a proven track record in private equity, venture capital and real estate, and across traditional asset classes.

Our consulting approach and advisory capacity is closely linked to Schulthess Zimmermann & Jauch, a global provider of Executive & Board Search services.

Executive & Board Search

Leadership, strong governance and access to top talent combined with outstanding business acumen and an eye for innovation are just a few of the essential building blocks of a successful family business or privately owned enterprise. Based on our many years' experience of working with some of the finest business families and founders globally, we provide strategic advice, best practice insights and knowledge, and engage with senior external talent to strengthen the leadership team and complement succession planning.

The search for non-family executives and the assessment of family and non-family candidates belongs as much to our repertoire as the actual establishment of family and advisory boards and highly professional investment committees, thus also linking the family to the Family Office side. Family Governance SystemsThrough our extensive work with families and owners on multiple strategic aspects, we have developed our own approach to the design of strong governance structures with outstanding family and advisory boards at the heart.

Search for Independent Directors and C-level positions

The search for independent directors and senior executives in the relevant sector is part of our dedicated consulting mandate. Our expertise in formalising family and business strategies in Family Charters means we can build on this to advise on sustainable appointments for the long-term success of the family business.

Leadership succession and generational transition
Family businesses are as diverse as the families and entrepreneurs that stand behind them, and thus a deep understanding of the family values and cultural background is a prerequisite for the success of all advisory work. The requirements of 'family businesses' and 'business families' are highly complex, whether that means a hand-over at the right time to the most skilled, either from within the family or externally, nurturing well-equipped next generations that are able to reinvent themselves, or continuing to live the entrepreneurial spirit combined with the most innovative mindset.

 
Strategic partner for entrepreneurs, business families and family offices.