Family Office Advisory

Family offices operate in a demanding, confidential environment that calls for strategic foresight, operational efficiency and regulatory expertise. I know these requirements not from a distance but from direct responsibility, as COO of an international family office holding and CEO of a regulated financial institution. On that basis I provide tailored advisory on governance, compliance and digital transformation, helping family offices streamline their operations and use technology for long-term success.

My expertise includes:

• Sparring partner for owners and executive leadership on strategic questions.
• Structuring and optimising family office operations.
• Regulatory compliance.
• Process optimisation for finance, IT and governance.
• Cyber and information security across the entire organisation.
• Architecture and build-or-buy decisions for core systems, from data and location sovereignty through cloud and on-premises to integration into the regulated process landscape.
• Assessment of opportunities and risks of emerging technologies such as AI and blockchain.
• Risk management and business continuity planning.
• Technical due diligence of technology companies in direct private equity investments.

When you are modernising your family office’s operations, aligning with regulatory requirements or implementing digital strategies, I bring leadership experience and technical depth directly to the table.