A third-generation family business in the luxury goods sector, with annual revenues exceeding CHF 200 million, approached us with concerns about succession planning and wealth preservation. We have:

• Developed a comprehensive succession strategy, including a 5-year leadership transition plan
• Implemented a tax-efficient wealth transfer plan, saving the family an estimated CHF 75 million in inheritance taxes
• Created a family governance structure, including a family council and regular family assemblies
• Established a next-generation education program, preparing 12 family members for future roles

 

Result: The family successfully transitioned leadership to the next generation while preserving their wealth and family harmony. The business has since expanded into two new markets, increasing revenues by 18% in the first two years post-transition.

“The team at Lova Capital didn’t just help us with succession planning; they transformed our entire approach to family wealth. Their expertise ensured a smooth transition and set us up for continued success.” – J.L., CEO of luxury goods company