Advisory Services

Expert guidance for families, businesses, and investors in governance and value creation.

Governance Advisory

Tailored governance solutions for families and businesses to enhance decision-making and accountability.

A three-dimensional cube with words on its visible sides, featuring 'LEARN' on the top, 'SAVE' on the left face, and 'INVEST' on the right face. The cube is rendered in a minimalist white and gray color palette, creating a clean and professional look.
A three-dimensional cube with words on its visible sides, featuring 'LEARN' on the top, 'SAVE' on the left face, and 'INVEST' on the right face. The cube is rendered in a minimalist white and gray color palette, creating a clean and professional look.
Investment Management

Strategic investment management services designed to optimize portfolio performance and drive value creation.

A man in a suit sits thoughtfully in a modern, stylish office space. The room features wooden flooring, a variety of framed artworks on the wall, and a large potted plant. There's a window providing natural light, and a long desk with chairs and some office items.
A man in a suit sits thoughtfully in a modern, stylish office space. The room features wooden flooring, a variety of framed artworks on the wall, and a large potted plant. There's a window providing natural light, and a long desk with chairs and some office items.

Frequently Asked Questions

What services do you offer?

We provide governance, investment management, and advisory services for families, businesses, and private equity firms.

How can you assist families?

We help families establish governance structures and manage their portfolio companies effectively for long-term success.

What is your approach?

Our approach is tailored, focusing on innovation and dynamic solutions to meet the unique needs of each client.

Where are you located?

We are based in Switzerland, with partners across Europe and the United Arab Emirates.

Who are your clients?

Our clients include venture capital and private equity firms, family offices, entrepreneurs, and businesses seeking strategic guidance.

How do I get started?

Simply reach out by email and we will get back to you as soon as possible for an introductory call.

Get in Touch

Connect with us for expert advice on governance, investment management, and business restructuring.

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info(at)thereference.group