Mandates carried out quietly, told in outline.

Four representative engagements, summarised with names and particulars withheld. Each describes the shape of the work, not the people behind it.

Mandates carried out quietly.
Relocation & establishment

Moving From One Jurisdiction to Another, Without Losing Momentum.

We supported a principal in relocating from North Africa to Switzerland whilst establishing a small European office presence to support future investment and family administration.

The mandate involved residence planning, local set-up, coordination with advisers across three jurisdictions and the orderly transfer of personal and administrative arrangements linked their existing assets.

The emphasis was on continuity. For our client, the transition needed to feel settled from the outset, without unnecessary disruption to existing structures or day-to-day decision-making.

Regional diversification

Extending Established Wealth into a Broader Market Context.

A long-standing business owner approached us to reduce reliance on a single sector and region. Their existing interests were largely concentrated in the automotive industry in Eastern Europe.

We worked alongside specialist sector advisers to design a more balanced framework, with particular attention to risk concentration and the pacing of new commitments into a small number of complimentary markets. The aim was to reduce exposure to one market cycle without dismantling what the client had built, preserving control while creating greater long-term flexibility.

Family wealth restructuring

Stable Structure During A Period Of Internal Dispute.

We were asked to advise on a substantial family restructuring involving two branches of the same family during a period of inter-generational dispute, covering operating interests, real estate holdings and liquid capital.

Our role focused on helping bring order to the legacy structure and decision rights of each family member and define contingencies within the broader structural framework for longevity.

In situations of this kind, progress depends as much on pace and judgement as it does on technical design, and we partnered with diligent legal and tax counsel to ensure the entire family’s needs were accounted for within the final structure.

Succession preparation

Preparing For Transfer Before Urgency Dictates The Terms.

The Fox & Murphy team supported a family with assets of approximately CHF 56 million whose affairs had grown across private investments, property, philanthropic initiatives and operating company interests, but whose succession arrangements had not kept pace.

Our work with this client centred on preparing a more coherent structure ahead of generational transition, including coordination with external advisers, administrative reorganisation and the clarification of priorities across family branches. The value of the exercise lay in reducing future friction before circumstances forced decisions under pressure.