As a Swiss company specializing in helping clients set up company, trust, and foundation structures, our business consulting services are holistic, forward-looking, and closely aligned with our client’s long-term strategic goals. The services we offer ensure that the client's business, wealth, and legacy structures are optimized for sustainable growth, future success, and resilience.Here’s a breakdown of our company’s specific business consulting services that we can offer to our clients:

Here’s a breakdown of our company’s specific business consulting services that we can offer to our clients:

1. Strategic Business Planning & Development

Business Model Design & Evolution

• Our business teams analyze the client’s current business model, industry dynamics, and future trends to recommend strategies for growth, diversification, or innovation.

• We can develop new business models based on historical insights and future goals, particularly for family businesses transitioning to modern, scalable operations.

Market Entry & Expansion Strategies

• We assist clients in developing strategies for entering new markets (domestic or international) while considering regulatory frameworks, cultural factors, and business opportunities.

SWOT Analysis & Opportunity Mapping

• Perform a detailed analysis of strengths, weaknesses, opportunities, and threats, with a focus on aligning the client’s past experiences with future opportunities.

Long-Term Vision & Goal Setting

• We also guide clients in crafting long-term visions and actionable strategies to ensure business growth, financial success, and alignment with their personal and family objectives.

2. Corporate Governance & Leadership Consulting

Governance Structure Optimization

• We help design and implement an effective governance structure (board composition, roles, and responsibilities) tailored to our client’s type of business (family-owned, startup, holding company).

• Align governance structures with the client’s values, legacy, and future vision, especially when transitioning from a founder-led business to a professionalized one.

Leadership Development & Succession Planning

• We offer leadership training and development programs to equip current and future leaders with the skills required to drive growth and lead across generations.

• Create comprehensive succession plans that ensure smooth leadership transitions, particularly important for family-run businesses and high-net-worth individuals.

Family Business Consulting

• Help family-owned businesses manage the unique dynamics of family involvement in business, focusing on legacy preservation and harmonious multi-generational growth.

• Facilitate family governance and help establish family constitutions to guide business decisions and resolve disputes.

3. Operational Efficiency & Process Optimization

Business Process Reengineering

• Our dedicated teams analyze and optimize business operations to streamline workflows, reduce inefficiencies, and ensure long-term scalability and profitability.

Lean Management & Productivity Boost

• Implement lean management principles to help businesses improve productivity, minimize waste, and increase cost efficiency.

Technology Integration & Digital Transformation

• Advise on integrating the latest technologies (ERP, CRM systems) to automate processes, enhance decision-making, and improve operational efficiency.

Supply Chain Management & Logistics Optimization

• Guide clients on creating resilient and cost-effective supply chain operations, ensuring that their business is well-positioned for growth and disruption-proof in the long run.

4. Financial Strategy & Management Consulting

Financial Planning & Forecasting

• Assist clients with financial forecasting, budgeting, and long-term financial planning to ensure their growth objectives are financially feasible.

Capital Structure Optimization

• Advise on the right mix of debt and equity financing to optimize capital structure, minimize costs, and provide financial flexibility for business expansion.

Investment Strategy & Asset Allocation

• Help clients design an investment strategy that aligns with their business goals and values, balancing risk and reward for sustainable growth.

Cost Management & Profitability Enhancement

• Review operational costs and advise on strategic ways to cut costs without compromising on business quality or customer satisfaction.

5. Tax Strategy & International Tax Consulting

Cross-Border Tax Structuring

• Advise on tax-efficient business structures (e.g., holding companies, trusts, foundations) to ensure clients can navigate both Swiss and international tax regulations.

• Help clients identify opportunities for tax optimization and ensure compliance with Swiss and international tax laws.

Wealth Transfer & Estate Planning

• Develop tax-efficient estate planning strategies for clients seeking to pass on their business and wealth to the next generation, including the integration of trusts and foundations.

Transfer Pricing & International Compliance

• Guide businesses in setting up proper transfer pricing structures that comply with local and international tax regulations to mitigate tax risks.

6. Mergers, Acquisitions, & Corporate Restructuring

M&A Strategy & Execution

• We offer support to clients in identifying potential acquisition targets or merger opportunities, managing the M&A process, and providing due diligence services to minimize risks.

• Provide post-merger integration consulting to ensure smooth operational and cultural transitions.

Corporate Restructuring & Turnaround Consulting

• Offer strategic advice and hands-on support for companies in financial distress or those going through significant organizational changes (e.g., debt restructuring, workforce reduction, or asset divestiture).

Joint Venture & Partnership Strategy

• Advise clients on the structure, terms, and execution of joint ventures and partnerships to leverage synergies and expand market presence.

7. Sustainability & ESG (Environmental, Social, Governance) Consulting

Sustainability Strategy Development

• Assist clients in developing sustainable business strategies, whether it’s for environmental sustainability, ethical sourcing, or green technologies.

ESG Reporting & Impact Measurement

• Help clients develop and report on their Environmental, Social, and Governance (ESG) metrics to align with international standards, improve transparency, and appeal to socially-conscious investors.

Impact Investment Strategy

• Guide clients on making impact investments or structuring investments to have a positive social/environmental outcome, ensuring long-term value creation for both clients and society.

8. Risk Management & Legal Consulting

Risk Identification & Strategic Mitigation

• Conduct comprehensive risk assessments (financial, operational, market) and provide strategies for mitigating potential risks, including political, economic, or cybersecurity risks.

Compliance & Regulatory Strategy

• Help clients understand and comply with the regulatory frameworks that affect their business (e.g., GDPR, FATCA, anti-money laundering).

Crisis Management & Business Continuity Planning

• Develop crisis management strategies to protect the business during unforeseen disruptions (e.g., economic downturns, public relations crises, pandemics) and ensure business continuity.

9. Brand Strategy & Market Positioning

Brand Development & Identity Creation

• Guide clients in developing or refining their brand identity, positioning, and value proposition, helping them stand out in their industry and build customer loyalty.

Market Research & Customer Insights

• Provide in-depth market analysis and customer behavior insights to inform product development, marketing strategies, and market entry strategies.

Digital Marketing & Communication Strategy

• Help clients design digital marketing campaigns that leverage online platforms, social media, and influencer marketing to build brand awareness and drive sales.

10. Innovation & Digital Transformation

Business Innovation Strategy

• Guide businesses / clients in creating innovation frameworks to continuously adapt to changing markets, introducing new products/services, or reimagining their business model.

Digital Transformation Consulting

• Advise on how to integrate technology (cloud computing, AI, data analytics, etc.) to improve internal processes, enhance customer experiences, and generate new revenue streams.

Cybersecurity Strategy & Data Protection

• Help clients develop strong cybersecurity measures to protect their digital assets and comply with regulations (e.g., GDPR, CCPA).

11. Family Office & Wealth Management Consulting

Family Office Setup & Governance

• Provide consultancy for the creation and governance of family offices, helping them manage multi-generational wealth, investments, and family businesses.

Philanthropy & Legacy Planning

• Advise on structuring philanthropic activities (e.g., charitable foundations), aligning them with the family’s values and legacy goals.

Asset Allocation & Wealth Preservation

• Guide on diversifying investment portfolios to ensure wealth preservation and long-term growth across multiple generations.

Our aim is to continue to provide the best business consulting services to our clients, not just from a Swiss perspective but also an European as well as global approach.