Ceo And Co Founder
CurrentIn 2006, led and co-founded the creation of a multi-family office serving 6 Swiss and European families. Our first focus was to redefine the families’ ecosystem of advisors and sharpening the inner circle of service providers. At the same time, we worked thoroughly on wealth planning and estate transfer planning issues. We then re-structured their estate with compliant vehicles and instruments and directly managed some of them.We built a new investment arm, created an asset allocation and investment committee and finally rationalized investment structures and costs. We partnered with an IT provider to consolidate wealth and created customized reporting tools for each family specific situation. During this time, in addition to overseeing and managing the group I acted as trustee (at personal and corporate level), protector and foundation board member for several family structures. In order to better oversight the service providers, ring-fence the structures and invest with a global reach, we affiliated companies in several jurisdictions, i.e.: Trust company in New-Zealand, Asset manager in Singapore and Dubai and a Fund manager structure in Luxemburg. I managed each set up and incorporation on site, identified the operating teams and later oversighted operations from Geneva.Key take-away & pitfalls:“In the long run, investing in human capital is the family most important asset”
