Divorce & Asset Separation
When shared accounts and joint mandates must be untangled, we help define which institution serves each party's future needs — and negotiate the transition with full confidentiality.
Our work is most impactful at life inflection points — when the stakes are high and an independent voice is essential.
When shared accounts and joint mandates must be untangled, we help define which institution serves each party's future needs — and negotiate the transition with full confidentiality.
Inheriting a banking relationship is not the same as choosing one. We audit the existing setup, assess suitability for the heir's profile, and manage the transition with minimal disruption.
The surviving spouse often inherits banking arrangements they never chose and may not understand. We provide clarity, independence, and a structured review at a time when simplicity matters most.
A significant liquidity event demands a private banking setup that reflects new realities. We run a full market process to identify the right partners for significant, newly liquid assets.
Family offices and SMEs holding idle treasury need banking partners optimised for yield, security and flexibility. We identify and negotiate with suitable institutions.
Relocating internationally means rethinking every banking relationship. We help new arrivals in Switzerland — and Swiss residents moving abroad — build a banking structure that fits their new reality.
Transmitting assets across generations requires banking partners who understand long-term governance and succession planning. We ensure the structure is ready before the transfer happens.
Is your portfolio mandate still appropriate? Are your managers delivering? We run an independent performance and cost review — and identify concrete improvements to structure or providers.
Not sure if your situation fits?
Every engagement begins with a no-commitment conversation. We will tell you honestly whether we can add value — and what a structured review would involve.