Family Office & Foundation Development
Long-term stewardship requires more than sound leadership decisions. It depends on structures that can sustain and manage family wealth and interests across generations.
We support business-owning families in designing and evolving family offices and foundation structures, ensuring clarity of purpose, effective governance and alignment with long-term objectives.
Family offices
The establishment of a single family office is a strategic decision. Its structure, scope, and complexity depend on the nature of the assets, the level of activity and the ambitions of the family.
We advise on:
- Defining purpose and objectives of the family office
- Designing the appropriate structure, from lean set-ups to fully integrated organisations
- Determining scope of activities, including investment, real estate, and administrative functions
- Professionalising existing family offices, including governance, processes, and leadership
- Evaluating and appointing leadership, ensuring the right capabilities are in place
Trusts and foundations
Trusts and foundations play an increasingly important role in preserving family assets and ensuring continuity across generations.
They offer flexible solutions for structuring ownership, safeguarding independence, and balancing long-term stewardship with financial security. Beyond charitable foundations, families may consider family foundations, trust structures or combinations such as dual-foundation models.
We support families in:
- Taking on roles where appropriate, including executorship or positions on supervisory and advisory boards
- Designing ownership and succession structures, including trusts and foundations
- Aligning legal structures with governance and family objectives
- Working alongside legal and tax advisers to ensure effective implementation
Interested?
If these themes align with your current priorities, we would welcome a conversation.
In a confidential introductory call, we focus on understanding your situation and objectives, and on determining whether we can add value.
