PW Advisory

Family Offices

Trusted advisor
on human capital

PW Advisory partners with Family Offices to protect human capital and support governance, succession and international structuring.

+250
strategic hires
15
years of experience
3
continents
Target : €50M–€500M net worth
Family governance
Intergenerational preparation
International structuring
70%
of transitions fail by the second generation
Source : Deloitte Family Office Study
30%
of heirs feel prepared
<20%
have structured NextGen programs
OUR OFFERS

Protection, structuring,
transmission

01

Premium Executive Search

Protect your participations
Approach

AI-driven mapping and selective network

Confidential direct approach of key executives

In-depth assessment: capability, integrity, alignment

Benefits

Secure leadership across participations

Ensure operational continuity

Preserve long-term value

Case

European industrial group (50,000 employees) — 40 holding-level hires → strengthened credibility and accelerated acquisitions.

02

International Bridges

Structure international exposure
Approach

Trusted networks in Switzerland, Singapore and the United States

Partner identification and validation

Discreet and actionable introductions

Benefits

Build a coherent international strategy

Work with reliable, execution-focused partners

Improve clarity in strategic decisions

Case

European entrepreneur — access to international opportunities through a trusted network.

03

Governance & Succession

Prepare the next generation
Approach

Family governance and advisory structuring

Individual coaching of heirs

Applied financial education (DGI approach)

External leadership placement where required

Benefits

Prepare heirs as responsible shareholders

Strengthen governance and prevent conflicts

Ensure intergenerational continuity

Case

Next generation trained in dividend growth investing → disciplined capital management and financial autonomy.

APPROACH

What sets us apart

We are involved when human decisions directly impact long-term capital.

One wrong executive can destroy years of performance.

We eliminate that risk.

Family Offices require trusted international counterparts beyond traditional channels.

We provide that access.

Poor governance creates conflict and fragility.

We structure early.

Succession must be prepared ahead of time.

We anticipate and guide the process.
Let’s protect your legacy together