Expert Council

Our goal:
Your success

The Expert Council was established internally and pools know-how across the board (focusing on transparency, compliance, performance, strategy, governance) and ensures the further development of experts and know-how.

The Expert Council provides support in strategic decisions and becomes active, among other things, in the assignment of mentors or decisions about new network members.

The FBXperts Expert Council is composed of members of our network - i.e. the CFOs of internationally active family businesses. Prof. Dr. Zellweger from the University of St. Gallen acts as the academic expert council.

Make decisions

FOUNDER

FOUNDER & CEO

DR. PATRICIO OHLE

today: Founder of FBXperts AG & Family Office Services
2003-2021 Chief Financial Officer of Hipp Holding
Previously at Bertelsmann AG and Pfeifer & Langen GmbH & Co KG
Research Fellow with focus on financial management of family businesses
Doctorate on financial leadership in family businesses at the University of St. Gallen
Publication 2022 "Finanzielle Führung von Familienunternehmen (GablerSpringer)" with other CFO authors and 2023 of an international edition
MBA at the University of Chicago with specialization in Finance
2005 Foundation of a CFO network from 2020 Expansion to European regions such as France, Italy, England, etc.

Advise decision-makers

Expert Council

Our
Expert advice & key areas of action

Your expertise is the result of your many years of experience and success! Based on our experience and research, we have defined five important fields of action.

Transparency

Dr. Patricio Ohle
(CFO-processes)

Peter Sielmann
(Treasury)

Stanislaus
Sayn-Wittgenstein
(Family Offices)

Verlinkungsziel
(nicht sichtbar)

Compliance

Thomas Holzgreve
(RMS, IKS, IR & Controlling)

Verlinkungsziel
(nicht sichtbar)

Performance

Marco Gadola
(Management Effectiveness)

Dr. Fabian Kracht
(Digitalization)

Verlinkungsziel
(nicht sichtbar)

Strategy

Mathias Margreiter (Luxury)

Patrick Picenoni (Family Wealth)

Prof. Thomas Zellweger (Research)

Verlinkungsziel
(nicht sichtbar)

Governance

Christoph Michl

Pius Bernet
(Non Profit Organizations and Foundations)

Günter Schäuble
(Structures and Taxes)

Verlinkungsziel
(nicht sichtbar)

FOUNDER / CHAIRMAN / CEO

DR. PATRICIO OHLE

COUNTRY FOCUS _International

INDUSTRY FOCUS _Consumer Goods

TOPIC FOCUS _Cost management, controlling and financing

Vita

CEO and Founder FBXperts AG, Zürich
7/2021 - today Zetter Management AG
2003-2021 Chief Financial Officer of Hipp Holding
previously at Bertelsmann AG and Pfeifer & Langen GmbH & Co KG
Research Fellow with focus on financial management of family businesses
Doctorate on financial leadership in family businesses at the University of St. Gallen
MBA at the University of Chicago with specialization in Finance
2005 Foundation of a CFO network in cooperation with the University of St. Gallen

TECHNICAL EXPERTISE

Consulting & M&A
CFO and lectureships at universities on Finance
VR
International Consumer Goods Specialist (7 languages)

ACTIVITY FOR FBXperts

Founder
Expert Council
Mentor

CFO

PETER SIELMANN

COUNTRY FOCUS _North Germany

INDUSTRY FOCUS _Trading companies

TOPIC FOCUS _Treasury, Hedging and Family Office

Vita

CFO

Stanislaus
Sayn-Wittgenstein

COUNTRY FOCUS _Switzerland and Germany

INDUSTRY FOCUS _Metal production, energy supply, banks

TOPIC FOCUS _Family Offices, Family Wealth & Business Family Structures

Vita

Member of an entrepreneurial family structure; many years of experience AR (2-tier) and BoD (1-tier) in industry (large public company (ATX and FTSE 250)) and private equity companies
Active as an investment entrepreneur (small and mid cap, German-speaking)
Investment banker, large network company, regulated, most recently CFO
CFA and MBA-MIT Sloan Fellows

TECHNICAL EXPERTISE

Specialist for family offices and investment management

ACTIVITY FOR FBXperts

Expert Council
Mentor

CFO

THOMAS HOLZGREVE

COUNTRY FOCUS _International

NDUSTRY FOCUS _Conglomerates

TOPIC FOCUS _Controlling, compliance and management

Vita

CFO and Member of the Management Board of Maxingvest AG 2009 - 2021
(holding company of the operating subgroups Beiersdorf and Tchibo,> 31,000 employees; > 10 billion euros in sales)
Previously 25 years at Drägerwerk AG, including 11 years as CFO at Dräger Safety

TECHNICAL EXPERTISE

ACTIVITY FOR FBXperts

Expert Council
Mentor

CEO / CFO / VR-PRÄSIDENT

MARCO GADOLA

COUNTRY FOCUS _Switzerland and Spain

INDUSTRY FOCUS _Medical technology, logistics, retail and consumer goods

TOPIC FOCUS _Performance, transformation and management effectiveness

Vita

Member of the Board of Directors of DKSH (Chairman), Medacta AG, Calida Group and Straumann Group in Switzerland
former CEO, CFO, Executive Vice President Operations and
Member of the Executive Board of the Straumann Group (leading company in the dental market)
previously CEO Asia Pacific and Chief Financial and Information Technology Officer at the Panalpina Group
former CFO at Hero (infant nutrition)

TECHNICAL EXPERTISE

Medical technology, logistics, retail & consumer goods

ACTIVITY FOR FBXperts

Expert Council
Mentor

CFO

DR. FABIAN KRACHT

COUNTRY FOCUS _South Germany

INDUSTRY FOCUS _Construction and industrial enterprises

TOPIC FOCUS _Digitalization and IT

Vita

since 2005 at the Peri Group (market-leading family-owned company in the construction supply industry based near Ulm, > 65 international subsidiaries; 2019: 9,500 employees; EUR 1.7 billion in sales)
since 2012 commercial management of the group, since 2014 member of the group management and responsible for finance and organization, since 2019 spokesman of the group management

TECHNICAL EXPERTISE

Reorganization of corporate groups (headquarters, regions, local units)
Crisis management
Financial management based on a uniform near-real-time database
Construction, industrial companies & IT

ACTIVITY FOR FBXperts

Expert Council
Mentor

CFO/SHAREHOLDER

MATHIAS MARGREITER

COUNTRY FOCUS _Austria

INDUSTRY FOCUS _Industry, luxury goods and optics

TOPIC FOCUS _Governance and strategy

Vita

Board Member/Board of Directors as of 2022
2002-2022 Member of the Executive Board of Swarovski Crystal Business Unit, responsible for Finance and Administration (CFO), (development, production and distribution of high quality crystals, synthetic gemstones and genuine gemstones as well as jewelry, accessories and lighting solutions; Swarovski Group > 32,000 employees 2016; turnover of about 3.37 billion euros)
since 2011 Member of the Board of Directors (Advisory Board) for the Swarovski Group

TECHNICAL EXPERTISE

Industry, luxury goods and optics

ACTIVITY FOR FBXperts

Expert Council
Mentor

Founder / CEO / Member of the Board of Directors

Patrick Picenoni

COUNTRY FOCUS _Europe and German speaking Europe

INDUSTRY FOCUS _Family Investment Office, Family Businesses, Capital Market Investments

TOPIC FOCUS _Family Wealth Management

Vita

Founder and member of the Board of Directors of Altrafin AG, Zurich, Switzerland, an asset management company specialized in advising and managing large family assets
Member of the investment committee (chair, deputy chair and ordinary member) of various globally oriented family offices in Germany
Co-Portfolio Manager of an equity portfolio focused on family-owned companies with a focus on Europe
Co-author of a pan-European study on listed family businesses
former Senior Investment Manager at Beisheim Holding GmbH, Baar, Switzerland
(the family investment office of the founder of German based Metro AG)
previously Investment Analyst and Portfolio Manager at Bank Morgan Stanley in New York, London and Zurich

TECHNICAL EXPERTISE

Family Investment Office, Family Businesses, Capital Market Investments

ACTIVITY FOR FBXperts

Expert Council

CFO

CHRISTOPH MICHL

COUNTRY FOCUS _South Germany

NDUSTRY FOCUS _Conglomerates

TOPIC FOCUS _Governance, M&A and Finance

Vita

over 28 years of professional experience, most recently as CFO of the Schörghuber Group (international family-owned company in the construction & real estate, hotel, beverage and seafood sectors, > 5.300 employees; > 1.4 billion euros business volume)
former CEO of the Hotel Division

TECHNICAL EXPERTISE

M&A and Joint Ventures
Organization of diversified family businesses
Development of financing strategies
Conglomerates

ACTIVITY FOR FBXperts

Expert Council
Mentor

CFO

PIUS BERNET-FORBES

COUNTRY FOCUS _Switzerland, Germany, Austria, England

INDUSTRY FOCUS _Healthcare, Assistive Technologies

TOPIC FOCUS _Business Development, Non-Profit Management, Family Office

Vita

over 35 years of senior CFO professional experience in listed and non-listed national and international corporations (CH, D, USA) in the hotel/catering, machine industry and healthcare sectors (most recently Swiss Paraplegic Foundation, largest rehabilitation clinic group in Switzerland with 1800 employees)
Swiss CFO of the Year 2016, "non-listed companies" category

TECHNICAL EXPERTISE

Enterprise development of conglomerates
Change Management, Restructuring, Refinancing
M&A and Joint Ventures
Operational Foundations, Grantmaking Foundations, Fundraising Public Affairs

ACTIVITY FOR FBXperts

Expert Council
Mentor

CFO/CHAIRMAN OF THE BOARD

GÜNTER SCHÄUBLE

COUNTRY FOCUS _Switzerland, Germany

INDUSTRY FOCUS _Industry

TOPIC FOCUS _Structures and taxes

Vita

Over 29 years of professional experience, most recently as a member of the Board of Directors of Schindler Holding AG / Chairman of the Board of Directors of Schindler Aufzüge AG, previously Head Global Finance & Tax in the Schindler Group (mechanical engineering, > 67’000, employees; > CHF 11 billion turnover)
former Vice President Corporate Tax of ABB AG in Zurich

TECHNICAL EXPERTISE

Mechanical Engineering
Taxes
M&A
Transfer Pricing, Risk Management

ACTIVITY FOR FBXperts

Expert Council
Mentor

ACADEMIC EXPERT COUNCIL

PROF. THOMAS ZELLWEGER

COUNTRY FOCUS _German-speaking Europe

TOPIC FOCUS _Strategy, research and teaching on family businesses

Vita

Expert Council

Our goal: Your success

Make decisions

FOUNDER

DR. PATRICIO OHLE

Advise decision-makers

Expert Council

Our Expert advice & key areas of action

Transparency

Compliance

Performance

Strategy

Governance

DR. PATRICIO OHLE

PETER SIELMANN

Stanislaus Sayn-Wittgenstein

THOMAS HOLZGREVE

MARCO GADOLA

DR. FABIAN KRACHT

MATHIAS MARGREITER

Patrick Picenoni

CHRISTOPH MICHL

PIUS BERNET-FORBES

GÜNTER SCHÄUBLE

PROF. THOMAS ZELLWEGER

Do you have any questions? We will be happy to advise you.

Our goal:
Your success

Our
Expert advice & key areas of action

Stanislaus
Sayn-Wittgenstein

Do you have any questions?
We will be happy to advise you.