Use case: Interim CEO
We handled an Interim-CEO mission for a Family and went above and beyond the Family expectations.
Family before Office
A Family Office is about a Family not about an office. The Family is the heart, the Office is the tool.
Family board members
Tackle the challenge of Family board member remuneration. Maintain fairness between all members.
Volatility is not a threat
Family offices are called patient investors. Volatility is not a threat, it’s an opportunity for them.
Chairman’s role
The chairman’s role is not to run the company. That’s the CEO’s role. The Chair remains an important role with key responsabilities.
No wealth without Unity
Families that don’t succeed in maintaining Unity will very hardly manage to maintain wealth.
The right bonus
Annual bonuses should never be paid as a percentage of the total family's wealth.
We closed a business
We closed down a business by creating a new one. A great way to demonstrate how we can be creative and preserve people and wealth despite challenging environments.
Banker’s relation
Don’t fall for the cheapest banker option. Choose the one that will be backing you when times are hard.
Butler’s mindset
To be successful, employees of Family Office must have (or adopt) a butler’s mindset. They serve the Family, not their own interests.
Don’t diversify. Prioritise.
Diversification is not a strategy. It’s a weak choice when one does not want to take decision.