As personal aspects are to be taken into account as much as regulatory, succession and estate/tax planning sides, we will provide you with a project team, respectively incorporate your existing advisors, as part of the consulting project.

Together with you, we will address key questions such as staying a “business family” without the family business, how to master the transition from business to wealth owners, respectively how to become a successful “entrepreneurial investor”.

Liquidity events

The complete or partial sale of the family business represents an important event bringing along a whole range of questions as well as challenges.

Family Office Management Consulting accompanies you throughout the entire process including pre- and post-transaction phases thereby working with you on new future visions and strategies for the family and the family office.

 
Strategic partner for entrepreneurs, business families and family offices.