PRIVATE WEALTH GLOBAL STRUCTURING FULL MANDATE
Wealth needs a structure.
As wealth grows, so do the demands.
What works for EUR 1 million is not necessarily the optimal structure for EUR 10, 50, or 500 million.
As wealth increases, questions of international structuring, succession, liability, ownership arrangements, governance, liquidity, and long-term asset transfer become increasingly relevant.
This is precisely where my core consulting services come in.
Together with you, I develop an individual strategic overall structure tailored to your personal situation, your assets, and your long-term goals.
WHO IS THIS CONSULTATION FOR?
My private wealth consulting services are exclusively for a limited circle of wealthy private individuals, entrepreneurs, and families. I accept a maximum of 4 consultations per month to consistently guarantee a high level of consulting quality.
Suitable for individuals with:
EUR 10 million+ in private assets
up to international asset structures in the billions.
The consultation can be particularly relevant if you:
- own multiple properties,
- hold company shares,
- own international assets,
- manage larger liquid assets,
- own multiple companies,
- maintain international banking relationships,
- require long-term succession planning,
- wish to structure your assets across generations,
- wish to review international structures,
- or wish to fundamentally reorganize your existing asset structure.
YOUR INDIVIDUAL STRUCTURE
Every asset situation is different.
Therefore, my work does not begin with a specific company or trust.
It begins with you.
First, your existing situation will be fully analyzed.
This includes – depending on the individual mandate – for example:
- Real estate
- Companies & participations
- Securities assets
- Bank balances & liquidity
- International assets
- Existing companies
- Financing & liabilities
- Succession goals
- Residency and domicile situation
- Personal and entrepreneurial objectives
Based on this, an individual strategic target structure is developed.
THE CONSULTING PROCESS (PROCEDURE)
STEP 1
CONFIDENTIAL INITIAL INQUIRY
You submit an individual inquiry via the contact form.
After receiving your inquiry, I will personally contact you.
In a brief initial telephone conversation, we will first clarify whether your asset situation and your objectives generally match my consulting services.
The initial consultation is free of charge.
STEP 2
QUALIFICATION & INITIAL ANALYSIS
During the initial telephone conversation, I will gain a first overview through targeted questions about:
- your asset size,
- your current structure,
- your main assets,
- your international situation,
- your objectives,
- and the consulting needs.
At the end of the conversation, you will receive a clear assessment of whether individual cooperation can be beneficial.
If both parties conclude that cooperation is beneficial, we will arrange a personal consultation appointment.
STEP 3
INDIVIDUAL CONSULTING FEE
The amount of the fee depends on the scope and size of the assets to be structured.
For strategic consulting, the general rule is: 1.0 % OF THE ASSETS TO BE STRUCTURED
corresponding to: EUR 10,000 PER EUR 1 MILLION
The fee includes the agreed strategic consulting and – depending on the specific scope of the mandate – coordinating support for the implementation of the proposed structure.
Legal taxes, fees, formation costs, bank charges, minimum capital, trustee costs, and fees of external lawyers, tax advisors, and other third-party providers are not part of the consulting fee, unless expressly agreed otherwise.
STEP 4
THE INDIVIDUAL STRATEGY SESSION
After payment of the agreed fee, the individual consultation takes place.
PHASE 1
ASSET ANALYSIS
We jointly analyze your existing asset situation.
The assets, companies, participations, and objectives relevant for strategic structuring are recorded.
PHASE 2
DEVELOPMENT OF THE STRUCTURAL MODEL
Based on the analysis, I develop an individual structural model.
The planned target structure is presented in the form of a clear organizational chart.
This shows, for example:
- the individual companies,
- shareholding relationships,
- ownership structures,
- possible trust or foundation components,
- asset allocations,
- international structural components,
- as well as the relationships between the individual entities.
PHASE 3
EXPLANATION & ROADMAP
The developed organizational chart is thoroughly reviewed together.
You receive a clear explanation of what function the individual structural components fulfill and how they are intended to interact.
Within approximately 5–9 days after the consultation, you will receive your individual written roadmap as a PDF.
This serves as a strategic working basis for you and your existing professional advisors.
STEP 5
ROADMAP FOR YOUR LAWYERS & TAX ADVISORS
Your existing advisor structure remains a central part of the implementation.
You will receive a written roadmap that you can provide to your lawyers, tax advisors, and any other professional advisors for review and implementation.
The roadmap describes, among other things:
- the planned structure,
- the proposed structural components,
- their strategic function,
- the proposed next steps,
- as well as the ongoing organizational requirements.
The concrete legal and tax implementation is carried out by the respective competent and authorized specialist advisors.
STEP 6
IMPLEMENTATION & COORDINATION
Upon request, I will then accompany the implementation phase.
This may include – depending on the mandate – coordinating support for the application and establishment of the proposed:
Companies
Trust structures
Financial vehicles
Bank accounts
international business relationships
The respective formations, registrations, and account openings are carried out by specialized partners and the competent authorities in the respective jurisdictions.
The duration of the overall process heavily depends on the complexity of the individual structure, the jurisdictions involved, and the respective KYC/compliance requirements.
As a guideline, approximately 3–4 months can be assumed.
STEP 7
HANDOVER TO YOUR ADVISORS
After completion of the implementation phase, a structured handover to your existing lawyers, tax advisors, and any other advisors takes place.
Upon request, a final joint meeting will be held for this purpose.
You will also receive an overview of the planned ongoing administrative requirements and – as far as known – the expected ongoing costs of the respective structural components.
INVESTMENT COSTS
FEE ACCORDING TO ASSET SIZE
Assets to be structured
Consulting fee
EUR 10–25 million = EUR 100,000–250,000
EUR 25–50 million = EUR 250,000–500,000
EUR 50–250 million = EUR 500,000–2,500,000
EUR 250 million–1 billion = EUR 2,500,000–10,000,000
EUR 1–10 billion = EUR 10,000,000–100,000,000
EUR 10–100 billion = EUR 100,000,000–1,000,000,000
The specific remuneration is individually calculated and agreed upon before the start of the mandate.
OPTIONAL
PRIVATE WEALTH ANNUAL RETAINER
After completion of the initial structuring, ongoing strategic annual support can be agreed upon. 0.4 % P.A. of the individually managed assets.
The annual fee is payable in advance.
The specific service and scope of ongoing support are individually defined in the mandate agreement.
PRIVATE WEALTH INVESTMENT MANAGEMENT
For selected clients, we offer individual asset management and strategic investment support for investment volumes of EUR 100 million or more. 1.5 % P.A. of the individually managed or invested assets.
The annual fee is payable in advance.
The specific investment strategy, the selection and weighting of investments, and the scope of ongoing asset management are individually determined based on the mandate.
The minimum size for an investment mandate is EUR 100 million in investable capital.
The specific investment goals, risk parameters, investment guidelines, and remuneration are agreed upon in the respective individual mandate agreement.
CONSULTING FORMATS
ZURICH — PRIVATE CONSULTING DAY
STANDARD
Personal consultation takes place in Zurich by individual appointment.
The consultation day is designed as an exclusive 1:1 appointment.
Personal. Discreet. Without an audience.
ONLINE PRIVATE CONSULTING
Upon request, the consultation can be conducted entirely online via Zoom.
Online consultations are spread over several appointments.
FIRST APPOINTMENT
approx. 2–4 hours
Analysis of your asset situation and collection of relevant initial data.
SECOND APPOINTMENT
approx. 1.5–3 hours
Presentation and detailed explanation of your individually developed target structure.
Several days typically lie between appointments for strategic elaboration.
ONLINE ADVANTAGE
If the consultation is conducted entirely online, you will receive a: 25% ONLINE DISCOUNT
WORLDWIDE PRIVATE CONSULTING
Upon request, a personal consultation can also be conducted at your company or place of residence.
For international travel outside Zurich, individual travel costs apply.
International travel
from EUR 90,000
Intercontinental travel
from EUR 225,000
The final travel costs will be confirmed individually before the appointment.