Clients
Think entrepreneurial wealth as a whole.
A company is rarely just a line in a book. It is often most of the risk. Private allocation has to reflect that.
Life cycle
Wealth across the entrepreneurial cycle
01
Build-up
Operating wealth grows. Private wealth is often secondary. We create transparency without disrupting the business.
weiter02
Event
A sale, dividend or listing. Liquidity arrives abruptly. The first months shape years.
weiter03
Order
Tax, structures, spending need and risk capacity are restated. Not everything must be invested at once.
weiter04
Transfer
Succession. Roles before capital. Governance before allocation.
weiter05
Duration
Family wealth across cycles. Adjust when people and purposes change.
Let us discuss your objectives.
An initial conversation clarifies circumstances, time horizon and expectations — without obligation.