Offer

Collect knowledge,
connect experts

The support services offered by our network are tailored not only to your needs as a family business, but also to your particular situation. Whether you want to obtain an up-to-date opinion via a flash survey or need an experienced CFO as a mentor/expert to provide you with individual support, we make our wealth of experience available to you.

Discretion is a matter of course in our financial management function (CFO) and is also ensured by further measures. These include training and monitoring as well as corresponding formal commitments to confidentiality (non-disclosure agreement). In addition, we know the specifics of family businesses and work with discretion and empathy.

We believe in sharing experiential knowledge and support you in finding the optimal case-by-case solution - even when the answer is not immediately obvious. We cannot issue universal patent remedies or vouch for success. But we guarantee that our CFOs have extensive experience and know what is possible and what is not.

We see ourselves as sparring partners at eye level who are available to you in targeted, time-limited mentoring discussions - e.g. with an objective second opinion (second opinion) - which distinguishes our approach from a success-based consulting mandate. Of course, we support you in always keeping an eye on the essentials. Therefor we are committed to life long learning and promoting our family firms in Europe for the long-run.

The objective of all activities is to promote the concerns of family businesses.

All services are available to you as an owner, shareholder, board of directors, advisory board or also as a
board of directors or managing director of a medium-sized or larger family business.
make use of them.

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Please consider taking the time to view our detailed video presentation. It provides comprehensive coverage of the features that are integral to our platform. This will enhance your understanding and enable you to utilize its full potential to meet your specific needs.

PRO BONO PROJECTS

Long-term thinking, meaningful action, sustainable support

Every year, our network mentors a number of mentees at the University of St. Gallen and other cooperating universities who wish to devote themselves specifically to the topics of family business and financial leadership. In this way, we reinvest part of our income for the sustainable education of students. We also support CFO of startups & scaleups with our knowledge, experience and network. Such all parties benefit from the experience of us all.

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Promoting the next generation of CFO & CFO of startups & scaleups

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Expansion of the knowledge platform

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International Growth