A Multi Family Office structured as a Single Family Office
Challenging the status quo: we break the advisor-client mold, eliminating inherent conflicts of interest.
Technological adoption is strategic: we integrate tools backed by clear evidence, optimizing service delivery and client outcomes.
Stay informed and empowered: direct, real-time access to your data, workflow, and consolidation tools puts you in control.
Your worldwide wealth, our expertise: our multilingual team navigates global complexities to serve your international interests.
Our convictions serve as a foundation; your goals and priorities always guide our collaborative decision-making.
Diverse perspectives drive better decisions: Every team member contributes to our strategic approach.
Cutting-edge IT platform spanning all operational areas, prioritizing reliability, security, confidentiality, and constant accessibility.
Reorganized an active group of companies into a holding and sub-holding structure. Provided liquidity solutions for shareholders. Managed financing, investments, and divestments across diverse asset classes (business units, real estate, cash, aircraft, yacht). Designed and implemented processes for consolidation, IntraCo, governance, backup, and security.
Following an exit: increasing the number of bank, design of the asset allocation and timing of implementation with various asset class and strategies (bond, equity, private debt/equity, hedge funds, crypto, fiduciary deposit, real estate). Diversification in execution only and mandate, in fund, direct investment and co-investment. Adapting and managing leverage and cash flow management.
Organisation/management of a cash out for a blockchain entrepreneur, KYC/AML, Tier 1 private banks access, relocation, design/implementation/management of a SFO with an underline EU regulated asset management company and an umbrella Sicav for crypto investments (full management of the licensing process and required team/providers).
Executed an intergenerational wealth transfer involving the establishment of multiple SPVs to segregate assets and optimize tax efficiency. Developed distinct asset allocation strategies (common and individuals) incorporating risk profiles and objectives. Engaged and monitored external asset managers. Actively managed leverage and LTV ratios.
Moving to Switzerland, negotiation of flat-rate taxation and several additional specific tax rulings, identification and negotiation of accommodation, obtaining visa, management of different insurances, pre and post-move adaptation of asset allocation and investment structure. Change of reporting currency. Management of post-move tax declarations.
Manage multi-year family governance for a family with different generations and branches and vast wealth in financial, commercial and real estate assets to resolve internal tensions and some historical resentments, establish joint transition management and to prepare the NextGen to assume management alone in the future.
We believe that responsible cost management is a cornerstone of strong performance.
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We design customized investment strategies tailored to your unique needs and goals.
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Static Asset Allocation vs Dynamic Asset Allocation: the adaptability is the essence of Dynamic Asset Allocation.
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Exceeding the limits of traditional asset management with a long-term vision of the distribution of investments between different asset classes.
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Decision / implementation: comprehensive and unbiased information, execution, supervision and coordination.
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Strategic clarity is the foundation of effective wealth management.
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Comprehensive audit, tailored roadmap to reach the defined strategic goals aligned with short, medium, and long-term horizons.
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Making long story short: fueled by passion, driven by creativity and solution-oriented. Get to know us.
FOUNDER
Eric has spent his career advising HNWIs, UHNWIs and groups of companies, first in international law firms, then in single and multiple family offices. Worked for CMS/BFL, Intuitae, as CEO of a private equity holding …
International Structuring – Investments
Adviser
Bénédicte has dedicated her career to the financial markets, first in the banking and funds industry, then in family offices. Worked for Seven Capital (founder) Banque Hervet, Rivoli, Meeschaert and now for 2xB.
Financial Market – Macro-Economy
FOUNDER
Noemi focused her career in international business advice to HNWIs, UHNWIs, groups of companies and largest public institutions. Worked for CMS/BFL, Gomez, Acebo y Pombo, CSIC …
Legal and Corporate – Management / Regulatory
Information Technology
Gabriel has spent his career in the information technology industry providing services for government entities and private international groups. His founder and CEO of CCN.
IT Project Management – Data Management
Family Officer
Geoffroy has spent the main part of his career in the multi-family office industry advising HNWIs and UHNWIs. Worked for Econopolis, Intuitae…
Financial Market – Consolidation
Information Technology
György is a software engineer part of Gabriel team, specialist in database and software development. Worked as freelance, for Accenture and now for CCN.
Development – Infrastructure
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