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Wealth & Liquidity · 🏛️ Family Office

A founder just stepped down. In 12 months, there may be liquidity.

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
A founder raising capital by bringing in new shareholders is frequently the first step toward a partial or full liquidity event. The company is being valued, structured, and prepared. That process surfaces wealth planning questions that most founders haven't thought through yet — which is exactly where a family office earns its relevance before a banker does.
3
Rebrands reflect strategic repositioning at ownership level
A company rebrand — particularly one that changes the legal name or corporate identity — often coincides with a change in ownership strategy. Founders who are professionalising the business for sale or succession are thinking about the next chapter. A family office that engages at this moment appears relevant to where they are going, not just where they have been.
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
A founder stepping down from the MD role is the single most reliable indicator of an approaching liquidity conversation. They are no longer running day-to-day operations, which means they are thinking about what comes next — for the company and for themselves. This is a 30-to-365-day window to establish a relationship around wealth structuring before the private bank does.
💰 Capital Increase
HIGH SIGNAL
A meaningful capital increase — especially one that introduces new shareholders — means the founder is entering a valuation and structuring process. New money in the company prompts questions about personal liquidity, tax optimisation, and multi-generational planning that founders often haven't prepared for. A family office that engages here provides value before any mandate conversation is even possible.
🔄 Rebrand
HIGH SIGNAL
A legal name change or corporate rebrand often accompanies a deliberate repositioning of the business for a new owner or a new chapter. The founder is signalling intent. Engaging around this moment — with a conversation about structuring and legacy rather than products — positions a family office as a strategic partner rather than another wealth manager with a pitch.
Real scenario
Leadership Change — Luminos Capital SA in Geneva — Day 1 vs Day 30

A co-founder steps down as MD while retaining a majority stake. Here is what happens depending on when you act.

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."
9:30 AM — You call today
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
  • A 12-month relationship before any liquidity is the difference between primary mandate and an afterthought allocation
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.

💎 Private Banker → 💼 Wealth Manager → 🔄 M&A Advisor →
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