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CIRCLES OF RELEVANCE

CONSULTANCY & EXECUTION

Strategic brand positioning

Brand & communication strategy

Brand campaign

CD/CI / Look & feel

Marketing strategy

Sponsorship portfolio

Event management

Culture initiatives

Client experience

Big scale projects

Sustainable digitalization

CONSULTANCY & EXECUTION

Legacy management

Family branding

Succession planning

Wealth transfer

Foundation

Family services

Real estate / Architecture

Art collections

Classic car collections

Private museums

Private aircrafts & yachts

 TO WEAVE AS MUCH EQ AS IQ INTO
THE FABRICS OF SUCCESS

We deliver bespoke solutions with true impact in a complex, overloaded world by managing interdependency and alignment of the contents of the circles of relevance, be it for corporations, beneficial owners or families. Out of 20 years experience in the financial service industry covering billionaire, Ultra and HNW segments as Managing Directors at the two major banks, we are fully aware that growth objectives, innovation strategies or family aspirations needs to be fueled as much by EQ as by IQ: this is a vertebral of our DNA and a competitive advantage. 

 

The higher a company or a family is positioned in the pyramid of success and wealth the more they have a strong differentiation and personality, which is key to their success and must be reflected in all actions and touch points. By choosing to serve these segments, we focus on truly tailor-made advice, solutions and executions knowing that there is no industrialization or one size fits all approach.

 TO LEAVE A FOOTPRINT
LARGER THAN WEALTH

On the hard side of the equation the globalization is triggering unprecedented pace and hyper connectivity, economies of scale and imposed synergies, which are definitely needed, but risk to overweight content, offering and quality. On the soft side of the equation, where we often join as we weight both equally, the so called intangible or softer factors like empathy, social intelligence, innovation and disruption are key for success. Our focus is manifold in helping companies to grow their market share, stock price, talent franchise and beneficial owners and families protecting and growing their businesses and family assets and to leave a footprint larger than wealth.

DANIELE M. ISENEGGER

Founder & CEO

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