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 to assets of approximately CHF 65 million.

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 Different Market Context.

An Eastern European entrepreneur with an estimated net worth of EUR 43 million approached us with the intention of widening exposure beyond a single sector and region. The client was seeking a gradual diversification beyond their current business concentration in the Eastern European automotive sector.

We worked alongside specialist sector advisers to support a more diversified framework, paying close attention to the legacy of governance, risk concentration and the pacing of deployment into Western Europe and selected international opportunities.

The objective was to reduce dependence on one market, rather than replacing what had been built by our client. This allowed us to preserve control and angle solutions towards 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. The asset base was valued at roughly EUR 72 million, including 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.