Understand
Map family priorities, the nature of assets and existing commitments. Distinguish resources that must remain available from capital that can be committed over the long term.
PERCY & CO. / SWISS SINGLE FAMILY OFFICE
Understand. Decide. Steward.
A decision has meaning when it reflects its family context. The approach begins with a complete picture and makes objectives, responsibilities and time horizons explicit.
DISCIPLINE · DISCRETION · CONTINUITY
Assess
Consider scenarios, concentrations and liquidity requirements. Compare alternatives using documented criteria and consider their consequences for the family.
Decide
Assign roles and responsibilities. Define approval steps and involve qualified professionals where their expertise is required.
Review over time
Revisit decisions as circumstances change. Keep a record of the reasoning and maintain a structured dialogue across generations.
Geneva, Switzerland