Private Client · Zürich
From founder to family office.
After a successful sale of his technology company, a founder faced a different challenge: how to manage liquidity without losing flexibility or purpose.
- 01Exit
- 02€18M liquidity
- 03Portfolio
- 04Real estate
- 05Family structure
- 06Next generation
The sale produced eighteen million euros in liquidity and a sudden absence of the company that had organised the previous twenty years. The first request was for a portfolio. The more useful work was to delay one.
A portion of the capital remained liquid while the founder recovered a sense of time. A long-term allocation followed — public markets for ballast, a measured private-markets sleeve, and a home in Zürich that was chosen as a place to live rather than as an investment thesis.
Only then was a family structure drawn: who would be informed, what would remain private, and how a next generation might be introduced without being burdened. The office did not replace the founder’s other advisors. It sat among them.
Illustrative example. Not based on an actual client.