Independent advisory for family offices navigating traditional wealth, frontier digital assets, and artificial intelligence applications. 26 years of entrepreneurial family mandate experience.

Family office advisory focusing on family – and investment governance for long-term oversight.

Our

Services

Our

Services

Structuring

Organization, implementation, and governance frameworks built for generations.

Family Governance

Define governance structures to last.

Investment Governance

Structure clear investment management processes. Drive shareholder value through clearly defined mandates and shareholder agendas.

Board Member Mandates

Active shareholding for increased influence and control.

Financial Advisory

Independent advice for liquidity events, M&A, and investment management.

Our
Approach

Complexity managed through experience. Daniel Pfister has decades of experience in family and investment governance, private equity and family-office leadership.

His approach is pragmatic, fast and outcome-driven: he quickly understands complex situations, identifies the key levers and moves directly toward practical, implementable solutions – always with full independence, alignment and discretion.

Complexity managed through experience. Daniel Pfister has decades of experience in family and investment governance, private equity and family-office leadership.

Recent
Successes

Single Family Offices

Design and implementation of governance and oversight frameworks to secure long-term shareholder interests

Development of investment strategies and strategic asset allocation

Professionalization of investment management processes

Setup of governance structures, policies, and reporting standards

Board structuring and support in C-level recruitment