• WEALTHAdvisory

    Time is more valuable than money. You can get more money, but you cannot get more time.Jim Rohn

  • FAMILYAdvisory

    Family is in essence a small nation, and the nation a large family.In treating his own family with dignity, a ruler learns to govern his nation with dignity.Gene Luen Yang


    I believe that whoever is successful should help ensure that the next generation can be successful, too.Hasso Plattner

Building Families into DynastiesTM!




The long-lasting success of a business family comes from its unity, family qualities, and unique tools.


As the rising generation in a family with substantial wealth and business, the future may include some difficult tasks with some uncertain outcomes.


Families with substantial assets manage their wealth actively and tend to invest differently using longer time horizons.

About us

  • Vision, Mission & Values

    We want to change the world for ourselves and for generations to come!

  • Team & Advisory Board

    We differentiate ourselves through our team´s experience, innovative best practices and full dedication to the long-term performance of our client families.

  • News & Events

    Family Dynasty

    How to build your own successful multi-generational family

    11 – 13 November 2016, Zurich, Switzerland


  • Families with Substantial Wealth

    Families with substantial wealth who wish to transfer their fortune to next generations plan the inheritance process well in advance for their entire family and the members of the next generation specifically.
  • Families with Family Business

    Business families who make it their priority to pass on their family enterprise to the younger generations start early to prepare the transition process of the leadership and the ownership.
  • Next Generation

    Family members of the next generation are the unique life insurance of every family if their human and intellectual capital was sufficiently developed and nurtured.
  • Business Women

    Behind every successful woman is herself. Successful business women appreciate a female tailored-made approach to advising as they go through the various stages of their lives.