The durability of a family's wealth rests as much on its governance as on its performance. Shared rules, understood and respected, are worth more than decisions taken under pressure.
We help your family set a lasting framework and prepare the transition, in coordination with your lawyers and notaries, and in line with Swiss civil law. Estate planning and any trust or foundation structures are delivered through established Swiss partners; Ridger coordinates them and never acts as trustee.
Governance charters
Drafting and maintaining family charters that define principles, roles and decision-making.
Next generation
Supporting and educating the next generation, for a gradual handover of responsibilities.
Estate planning
In-depth coordination of estate planning with your lawyers and notaries, within the framework of Swiss civil law, through to the implementation of the chosen arrangements.
Trusts and foundations
Coordination of trust and foundation structures through established Swiss partners. Ridger acts as coordinator and point of contact, never as trustee.
Family councils
Preparing and facilitating family councils, for structured and documented discussions.
A composed transition
A clear framework reduces tension and protects family unity. We coordinate it, discreetly and over the long term.
Execution, custody and asset management remain with your chosen regulated banks and asset managers. Ridger provides consolidation, reporting, coordination and administrative oversight. Ridger does not manage assets and does not provide investment advice.