Conduct

Every wealth owner has a different purpose for their wealth plan. Some want to protect their wealth, or safeguard their legacy. Others want to prepare a new generation for new responsibility.

Whatever your purpose, we create and implement the wealth plan to match. We do this with expertise, experience, and empathy. By balancing strategic recommendations with practical impact.

Based in Zurich, Switzerland, we’re a highly-skilled, long-standing team. We have complementary focus areas, united by shared values. Together, we help wealth owners navigate the complexities – technical and emotional – of wealth planning.

Because it isn’t our purpose we fulfil.
It’s yours.

The Conduct Formula

Our formula to help wealth owners create a wealth plan to
match their purpose

Where LQ is Legacy Quality, W is wealth (financial, physical, emotional, intellectual, social) and R are the relationships

How can I bring my family into my business?
How can I use my wealth to support my family?
How can I prepare and empower the next generation?

We help wealth owners from all over the world answer questions like these.

But whether we’re designing a wealth plan, acting as a trustee, overseeing a private office, or hosting an education program, we follow one overarching principle: that the quality of your legacy cannot be measured by wealth alone.

Instead, a legacy must take into account more than inheritance. It must consider the quality of a wealth owner’s relationships.

And not just familial relationships. A meaningful, purposeful legacy must include business partners, advisors, and all others involved in (and affected by) the planning process.

Because when it comes to creating a strong legacy, we believe wealth owners should consider and strengthen their most important relationships before their wealth.

After all, quality of life depends on quality of relationships. You can’t have a strong legacy without the support of strong relationships.

The Balanced Conductor

How we help wealth owners focus on the important issues –
and take balanced decisions

Wealth planning can be complex, involving various stakeholders, competing interests, and different values.

Every wealth owner faces unique challenges – from wealth preservation to philanthropy. These challenges are often complicated by emotional factors and relationship dynamics.

Technical expertise and experience are essential to build a successful plan – but they’re not enough on their own. A wealth plan also needs an organising principle to bring clarity, balance, and alignment.

That’s where our approach of The Balanced Conductor comes in.

The Balanced Conductor helps wealth owners to uncover and synthesize different perspectives and interests – across family members, business partners, and advisors.

Most importantly, it enables them to build a plan that truly aligns with their values and intentions.

For example: let’s say a wealth owner wishes to ensure a smooth transition of their business assets to the next generation.

But – at the same time – they want to devise a plan that takes into account different family members’ perspectives. Some members want to be heavily involved in the business; others do not.

How can a wealth owner make a decision that balances these different perspectives? How can they be aware of the possible consequences?

We believe the Balanced Conductor is the answer.

It is a simple, practical, empathetic tool. It’s essential to how we help wealth owners navigate the complexities of wealth planning.

Our guiding principles

How we work as a team, and as your long-term wealth
planning and trust partner

1 We listen before we speak

We don’t come with preconceived ideas about what’s important to you. We listen with an open mind, and a keen ear.

We collaborate together, so you can be confident in your plan. It’s how we tailor a long-term solution to really meet your needs and purpose.

2 We help unlock the meaning behind your wealth

What does my wealth mean? How can I create a legacy that benefits my family, community, and planet? We help answer those questions, and find a plan to match your purpose. The result: a happier, healthier relationship with your wealth, and your loved ones.

3 We bring balance to your wider team of experts

No partner can possibly do it all. When the time is right, we call on a range of different experts, across different disciplines. As a key point of contact, we orchestrate your wealth planning efficiently and cohesively.

4 We act as a consistent, reliable partner

We’re a team of experts, with over a decade of experience working together. So wealth owners can count on the same consistent, highly-skilled service – year after year.

We are Conduct: your wealth planning and trust partner

The Conduct Formula

The Balanced Conductor

Our guiding principles

1

We listen before we speak

2

We help unlock the meaning behind your wealth

3

We bring balance to your wider team of experts

4

We act as a consistent, reliable partner

Contact us

Notes on Wealth Planning