(01) — Approach & Portfolio
Every position is underwritten as though the office were buying the whole asset and holding it for a decade. Where that test fails, we hold cash instead.
Percentages are representative. Each mandate is set individually against the family's liquidity needs, jurisdictional exposure and time horizon.
A full inventory of assets, structures, counterparties and obligations across every jurisdiction, reconciled to source documents.
A written investment policy statement: objectives, constraints, liquidity floor, prohibited exposures and the governance for changing any of them.
Custody consolidated, counterparties selected on merit, positions built patiently. Trading is infrequent and always documented against the policy.
Quarterly consolidated reporting, annual policy review, and continuous succession work. Disposals are planned, not reactive.
Third-generation transfer of a manufacturing group across two jurisdictions. We coordinated governance, valuation and the phased transfer of voting control over a four-year sequence.
Acquisition and consolidation of a fragmented property portfolio into a single holding structure, with custody and reporting relocated to Switzerland.
Design of a permanent capital allocation following a controlling-stake sale, including treasury policy, counterparty selection and a family charter.
Replacement of four disconnected banking relationships with a single reporting framework and an independent mandate free of product economics.
Correspondence
Introductions are considered individually. A short note describing your situation is enough to begin.
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