family charter

Ultra High Net Worth individuals will increase considerably in the coming decade

By |July 14th, 2016|

Family Offices – A History and Definition

It is often assumed that the acclaimed American family, the Rockefellers, pioneered the family office in the late 19th century. However, history suggests

Multi-family office diversity

By |July 22nd, 2015|

The constantly increasing number of wealthy families has, over the past years, had a strong effect on demand for wealth management services. Ever more wealthy business owners and families

How to transfer the family business to next generations?

By |October 20th, 2014|

How to transfer the family business to next generations?
Timely and properly transferring family assets requires careful planning and training of successors and documenting the rights and obligations of all

Why is Family Governance so Important (part III)

By |September 30th, 2014|

Why is Family Governance so Important & How to Create it in Your Family?”
Family Governance is how families make decisions together. If they create a good system, i.e. one that

Model Family Covenant – Part 2 of 2

By |July 28th, 2014|

Model Family Covenant – Part 2 of 2
Suggested format of a family covenant with different clauses, as may be relevant, part 2 of 2, clasues 8-16.
Notes
Text that appears in

Model Family Covenant – part 1 of 2

By |July 28th, 2014|

Model Family Covenant – part 1 of 2
Suggested format of a family covenant with different clauses, as may be relevant, part 1 of 2,clasues 1-8.
Notes
Text that appears in square

Practical advice for the family-run enterprise

By |July 28th, 2014|

Practical advice for the family-run enterprise
1. Introduction
In Switzerland, as in many other countries, successful businesses are frequently managed and owned by families: a company once founded by an entrepreneurial

Family Governance – How to Implement strong Family Governance?

By |July 28th, 2014|

Family governance
When dealing with family governance, family advisors should keep in mind the following steps: establishing a proper diagnosis of the family needs, implementing appropriate tools and increasing involvement

How to transfer the family business to next generations?

By |July 4th, 2014|

How to transfer the family business to next generations?
Steps to successfully transfer family businesses, art collections and houses to a next generation are explained.

Timely and properly transferring family assets