Who We Serve
Families at moments that call for structure.
Our clients are families whose wealth has outgrown informal arrangements. They usually come to us at a defining moment: a sale, a succession, a move between countries, or the need to bring scattered relationships under one design.
Our clients
A select number of families, each with its own mandate.
We work with a limited number of families so that each relationship receives depth, confidentiality and continuity.
The situations below are those families most often bring to us. Each page sets out the questions that typically arise and how we approach them.
Family situations
Five situations we know well.
GCC families banking in Switzerland
Bringing long-standing Swiss banking relationships under one design.
Read moreLiquidity events and business sales
Turning the proceeds of a sale into a governed family balance sheet.
Read moreSingle family offices seeking a partner model
Adding depth to an existing family office without duplicating it.
Read moreThe situations described on these pages are illustrative. They do not describe any client of Redwood Heritage.
Discuss your family’s situation.
A first conversation is private and without commitment.
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