Family advisory
We help families shape their future together, drawing on proven expertise in strategy, governance and human dynamics. Our experience shows that ongoing, well-facilitated discussions build trust and help avoid misunderstandings. Our approach to family governance is practical, personal and designed for lasting impact.
What is family advisory?
The role of our team is to advise families on their governance. Family governance is a structured way for families to make decisions together and stay united across generations. It provides clarity on roles, values and direction, thus helping families navigate change with confidence.
The three-circle model visually depicts the overlapping interests of family, ownership and business, highlighting the conflicting priorities faced by family members depending on their position within the diagram.
We help leading families build intergenerational alliances - we need knowledge of the past and dreams of the future to move forward.
Our tailored approach
No two families are alike. We work closely with your family to design governance frameworks that fit your identity, values, and way of working. Through clear guidelines, regular meetings, and dedicated initiatives, we help you clarify direction, organise roles, and involve the rising generation. Our goal is to make complex family questions easier to navigate, so every member can contribute to a shared vision.
Questions you may have as parents
What can we do to keep the family together?
We are scattered across the globe and our children are becoming adults with their own lives and views.
How can we safeguard our family wealth going forward?
We are not sure we have the right structure and organisation in place.
How can we prepare our children to become responsible owners?
Our children don’t seem to realise that with wealth comes responsibility.
Questions you may have as the rising generation
What can I do to be taken more seriously?
I am not involved, or only seemingly involved, in important decisions about family assets.
Should I join the family business/office or carve out my own path?
I am wondering about the future; I don’t want to repeat my parents’ life and I’m not very interested in family activities.
How should I handle things with my siblings?
We lead very different lives, and I would prefer it if each of us could manage our share of the estate independently.
Our family advisory services
We offer a full suite of services to help you address topics like generational transition. It is about guiding you towards meaningful solutions based on experience and knowledge of different possible scenarios. Our approach is practical, inclusive and always designed around your needs. It is based on real-world experience with business and financial families from around the globe.
Our comprehensive family advisory services include:
Insights from our family advisory team
Why choose Pictet Wealth Management?
Our team combines deep expertise with a personal touch. We offer independent, thoughtful guidance that helps families achieve clarity, continuity and a shared purpose. Pictet’s enduring success is built on thoughtful governance, with over 220 years of experience and nine generations of family members in the partnership. Long-term partnership is part of Pictet’s DNA. We are committed to supporting your family at every stage, with advice that adapts as your family evolves.
Key benefits of our family advisory services
More information on our family advisory services
Our global team is at your disposal for any information you may need. We look forward to hearing from you and discussing what we can do to help you.
