Independent Partner Family Office
Called in on complex cross-border wealth, investment and governance situations
Wealth Strategy is an independent partner family office & strategic investment advisor based in Switzerland.
We work with entrepreneurs, family offices and strategic investors
who need a trusted partner to help them think through, structure and execute
important wealth, investment and governance decisions.
We are not a bank, asset manager, product provider or traditional consultant.
We work alongside our clients and their existing advisors, helping them bring clarity, judgment and execution discipline
to situations where several parties, jurisdictions, assets or interests are involved.
Called in on complex cross-border wealth, investment and governance situations
Wealth Strategy is an independent partner family office & strategic investment advisor based in Switzerland.
We work with entrepreneurs, family offices and strategic investors
who need a trusted partner to help them think through, structure and execute
important wealth, investment and governance decisions.
We are not a bank, asset manager, product provider or traditional consultant.
We work alongside our clients and their existing advisors, helping them bring clarity, judgment and execution discipline
to situations where several parties, jurisdictions, assets or interests are involved.
AccessWe help clients access selected
investment opportunities, financial institutions and specialist service providers through a trusted international network. |
EfficiencyWe streamline setup, coordination and execution so that complex matters move forward with clear priorities, defined responsibilities and cost discipline.
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ControlWe help clients remain in control
through independent oversight, active monitoring, transparent reporting and structured decision support. |
What we do
Wealth Strategy supports selected wealth, investment and governance matters where independent judgment, structuring experience and trusted execution are required.
Strategic Sparring
Independent thinking for important decisions involving wealth, ownership, liquidity, succession, investments or governance.
We act as a confidential sounding board for entrepreneurs, families and investors before they engage banks, lawyers, managers or counterparties.
Wealth & Investment Strategy
Review, structuring and coordination of liquid portfolios, private markets exposure, direct investments, credit solutions and long-term capital allocation.
We help ensure that wealth and investment decisions are aligned with the client’s objectives, risk profile, governance framework and broader family or business context.
Structures & Governance
Coordination of holding companies, funds, trusts, foundations, insurance solutions and family governance frameworks, together with the client’s legal and tax advisors.
We help clients simplify complexity, preserve flexibility and maintain a clear overview of their structures.
Banking & Platform Coordination
Selection, negotiation and oversight of banks, asset managers, custodians, fund platforms, reporting providers and specialist service partners.
We help clients build or improve institutional-grade setups across Switzerland, Singapore, the UAE and other relevant jurisdictions.
Stakeholder Coordination
Trusted execution across advisors, institutions, counterparties and family stakeholders when several parties need to work together.
We help clients maintain control of the process, avoid unnecessary complexity and ensure that advice is translated into practical outcomes.
Strategic Sparring
Independent thinking for important decisions involving wealth, ownership, liquidity, succession, investments or governance.
We act as a confidential sounding board for entrepreneurs, families and investors before they engage banks, lawyers, managers or counterparties.
Wealth & Investment Strategy
Review, structuring and coordination of liquid portfolios, private markets exposure, direct investments, credit solutions and long-term capital allocation.
We help ensure that wealth and investment decisions are aligned with the client’s objectives, risk profile, governance framework and broader family or business context.
Structures & Governance
Coordination of holding companies, funds, trusts, foundations, insurance solutions and family governance frameworks, together with the client’s legal and tax advisors.
We help clients simplify complexity, preserve flexibility and maintain a clear overview of their structures.
Banking & Platform Coordination
Selection, negotiation and oversight of banks, asset managers, custodians, fund platforms, reporting providers and specialist service partners.
We help clients build or improve institutional-grade setups across Switzerland, Singapore, the UAE and other relevant jurisdictions.
Stakeholder Coordination
Trusted execution across advisors, institutions, counterparties and family stakeholders when several parties need to work together.
We help clients maintain control of the process, avoid unnecessary complexity and ensure that advice is translated into practical outcomes.
When we are called in
Wealth Strategy is typically involved when a matter is too important, too sensitive or too complex to be handled through a standard provider relationship.
Examples include:
Examples include:
- independent review of wealth and investment structures;
- selection and oversight of banks, asset managers and service providers;
- coordination of family office platforms, funds, trusts, foundations or holding companies;
- access to liquid and private markets investment solutions;
- preparation and coordination of investment, credit or transaction processes;
- governance, succession and next-generation planning;
- cross-border coordination between Americas, Europe, the Middle East and Asia;
- strategic support for entrepreneurs, family offices and institutional investors.
Independent. Expert. Connected.
Wealth Strategy combines independent judgment, institutional experience and a trusted international network.
We integrate with each client’s existing setup and strengthen it where needed — without replacing trusted advisors unnecessarily and without pushing proprietary products.
Our approach is discreet, pragmatic and execution-oriented.
The objective is simple: help clients make better decisions, remain in control and access the right expertise at the right moment.
We integrate with each client’s existing setup and strengthen it where needed — without replacing trusted advisors unnecessarily and without pushing proprietary products.
Our approach is discreet, pragmatic and execution-oriented.
The objective is simple: help clients make better decisions, remain in control and access the right expertise at the right moment.
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Laurent MonodFounder & Managing Partner, Wealth StrategyLaurent Monod is a trusted advisor to entrepreneurs, family offices and strategic investor across the Americas, Europe, the Middle East, and Asia.
He has over 25 years of international experience in banking, wealth management and private markets. He previously held senior relationship management positions at UBS, Union Bancaire Privée, and HSBC Private Bank. Laurent founded Wealth Strategy as an independent partner family office for clients who need senior-level judgment, discretion and execution support in complex wealth, investment and governance situations. He is also a founding partner of Corecam Family Office Ltd, an FSRA-regulated fund management company in Abu Dhabi Global Market, and previously helped establish and develop Corecam AG, a FINMA-regulated asset manager in Zurich, where he served more than eight years on the Executive Committee. Laurent is a shareholder-director of a Singapore-regulated Variable Capital Company (VCC), an umbrella fund platform focused on high-growth technology investments in partnership with leading strategic investors. He also advises regulated VCCs and sub-funds backed by institutional and strategic investors, including direct investment strategies in private equity and infrastructure. He is also a partner at Rock Lake Advisors, an independent private placement, capital advisory and business development platform, where he supports cross-border capital formation and investor relationships. In addition, he represents Select Alternative Investments, a direct investment platform providing family offices and private investors with curated private market opportunities. Laurent holds an Executive MBA in Global Management (with distinction) from Thunderbird (Arizona State University), a Master’s degree in International Relations from the Graduate Institute of International Studies in Geneva and a Wealth Management Diploma from UBS. He speaks French (native), English, Russian, and German fluently. Alina Monod
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Contact Us
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WS Wealth Strategy
Blegistrasse 15 6300 Baar Canton Zug Switzerland |
Registered as a Client Advisor
ID: LM06152 |
Affiliated with the Financial Services Ombudsman in Switzerland
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