Based in Brussels, the Dubois family sold their majority stake in a manufacturing company for €120 million. With all wealth previously tied to the family business, they faced the challenge of diversifying investments, managing a sudden liquidity event and preparing the next generation for stewardship.
We advised the Dubois family on the sale structure to optimise tax outcomes, then developed a comprehensive investment policy statement reflecting the family’s risk profile and long-term objectives. The proceeds were allocated across a diversified portfolio of public markets, private equity and real estate. We also facilitated an educational program for younger family members on investment fundamentals and responsible ownership.
Tax-efficient sales with capital gains minimised through careful structuring.
A balanced, global investment portfolio designed for growth and preservation.
The next generation gained confidence and knowledge to participate in family decisions.
A Note on Confidentiality: To respect the privacy of our clients, names and some identifying information have been altered in these case studies.