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Wealth & Liquidity · 🏛️ Family Office

Un fondateur vient de se retirer. Dans 12 mois, des liquidités pourraient se libérer.

When a founder exits the managing director role or a company undergoes a significant capital event, private wealth enters the picture — often before the founder has decided who to trust with it. Family offices that identify these moments from the SHAB are in the conversation before the first pitch deck lands. The window is narrow, the relationship is everything, and UBS already has a calendar invite.

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The timing advantage

Be the first to know. Be the first to call.

The Swiss private wealth market runs on trust, and trust takes time to build. Family offices that arrive at the conversation after the UBS relationship manager are not competing for the mandate — they have already lost it. SHAB filings give you a 30-to-365-day lead on every liquidity event before the founder has spoken to anyone.

1
Leadership changes signal the transition, not the transaction
When a founder steps down as managing director but retains ownership, the operational exit has happened. The wealth conversation follows — typically within 12 months. That gap is your window. You can position around wealth structuring, philanthropy, and multi-generational planning before a single asset has changed hands and before anyone calls it a liquidity event.
2
Capital increases often precede a partial exit
Un fondateur qui lève des capitaux en faisant entrer de nouveaux actionnaires franchit souvent la première étape vers un événement de liquidité partiel ou total. L'entreprise est évaluée, structurée et préparée. Ce processus fait émerger des questions de planification patrimoniale auxquelles la plupart des fondateurs n'ont pas encore réfléchi — c'est précisément là qu'un family office démontre sa pertinence avant qu'un banquier ne le fasse.
3
Rebrands reflect strategic repositioning at ownership level
Un rebranding — en particulier celui qui modifie la raison sociale ou l'identité juridique de la société — coïncide souvent avec un changement de stratégie de propriété. Les fondateurs qui professionnalisent leur entreprise en vue d'une vente ou d'une succession pensent déjà au prochain chapitre. Un family office qui s'engage à ce moment-là apparaît pertinent pour leur avenir, pas seulement pour leur passé.
Your signals

Which SHAB events matter for Family Office

Founders & Movers scores every SHAB filing against 27 role presets. These three signal types drive the highest relevance scores for family office relationship development.

👤 Leadership Change
HIGH SIGNAL
Un fondateur qui quitte son rôle de directeur général est l'indicateur le plus fiable d'une conversation imminente sur la liquidité. Il ne gère plus les opérations quotidiennes, ce qui signifie qu'il réfléchit à la suite — pour l'entreprise et pour lui-même. C'est une fenêtre de 30 à 365 jours pour établir une relation autour de la structuration patrimoniale avant que la banque privée ne le fasse.
💰 Capital Increase
HIGH SIGNAL
Une augmentation de capital significative — en particulier lorsqu'elle introduit de nouveaux actionnaires — signifie que le fondateur entre dans un processus de valorisation et de structuration. Les nouveaux fonds dans la société soulèvent des questions de liquidité personnelle, d'optimisation fiscale et de planification multigénérationnelle auxquelles les fondateurs ne sont souvent pas préparés. Un family office qui s'engage à ce stade apporte de la valeur avant même qu'une conversation sur un mandat soit possible.
🔄 Rebrand
HIGH SIGNAL
Un changement de dénomination sociale ou un rebranding d'entreprise accompagne souvent un repositionnement délibéré de l'activité pour un nouveau propriétaire ou un nouveau chapitre. Le fondateur signale son intention. S'engager autour de ce moment — avec une conversation sur la structuration et l'héritage plutôt que sur les produits — positionne un family office comme partenaire stratégique plutôt que comme un autre gestionnaire de patrimoine avec un pitch.
Real scenario
Leadership Change — Luminos Capital SA in Geneva — Day 1 vs Day 30

Un cofondateur démissionne de ses fonctions de directeur général tout en conservant une participation majoritaire. Voici ce qui se passe selon le moment où vous agissez.

8:04 AM
The SHAB publishes. Leadership Change recorded for Luminos Capital SA, Geneva. Marie Dupont removed as managing director; ownership stake retained.
8:15 AM
Your Founders & Movers brief lands. Family Office score: 94. AI angle: "Founder exit from operations while retaining majority stake — classic pre-liquidity profile. Wealth structuring conversation likely within 12 months."
9h30 — Vous appelez aujourd'hui
You establish contact the week of the leadership change. You're the first family office to have the conversation about what comes next — not a pitch, just a conversation about wealth structuring, philanthropy, and the next chapter.
Day 30 — What happens if you wait
Their private banker at UBS has already had three coffees with the founder. The relationship is theirs. You're too late for the primary mandate.
Why the window closes

Day 1 vs Day 30 — the difference is the deal

Day 1
You call today
  • The founder has not yet had the private wealth conversation — you are defining what that conversation looks like
  • You have a specific, verifiable, non-intrusive reason to reach out — the SHAB filing is public and factual
  • You can frame the conversation around planning and legacy, not around products — that distinction matters to founders
  • Une relation de 12 mois avant toute liquidité fait la différence entre un mandat principal et une allocation de second rang
Day 30
You call next month
  • The private banker has already established rapport — they called on day three, and they had coffee on day ten
  • The founder's first wealth advisor shapes the framework; everyone who comes after is responding to that frame
  • Your outreach now reads as cold prospecting — the specific, timely angle from the filing is stale
  • If a mandate is awarded, it goes to whoever built trust first — which is no longer you
Reach out with reason

Not "I help companies like yours." A specific reason to call.

SHAB events give you a real, specific, verifiable reason to reach out. That changes the conversation from cold outreach to warm intelligence — and founders who have just stepped back from operations respond to the difference immediately.

❌ Generic cold outreach
Subject: Private wealth management for entrepreneurs

Hi,

We work with successful Swiss entrepreneurs and families on long-term wealth preservation and structuring. If you're at a stage where private capital management is relevant, I'd be happy to have a confidential conversation.

Best regards
✓ SHAB-triggered with AI angle
Subject: Re: Luminos Capital — founder transition and next chapter

Saw that Marie Dupont stepped down from Luminos Capital last month. Transitions like this are often the right moment to think about wealth structure, philanthropy, and multi-generational planning — before a single product is sold. We work with a small number of Swiss families on exactly these questions. If a private conversation would be useful at any point, I'm available.
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Founders & Movers has 27 pre-configured roles. These work similarly to Family Office.

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