Lawyer, entrepreneur, and philanthropist with a passion for social innovation and a keen interest in finance and technology.
I believe in personal commitment and the facilitation of converging interests in the business, legal, economic, and social sectors to formulate and bring about new ways for our world to progress sustainably.
My family history have led to acting for positive changes for better businesses and family goals, campaigning innovative and sustainable solutions as a value-driver in growth, strategy, and people.
Holistik is an agile and forward-thinking wealth planning boutique with Swiss and international tax and law expertise. We assist families and companies in business and wealth structuring such as asset protection and transfer, relocation and succession, sustainability and philanthropy, among others.
Tax is a major aspect of holisti(k) management for cross-border businesses and mobile families. Sound financial risk management must integrate excellent international tax groundwork and monitoring.
We have assisted investors, private clients and companies (NFT, DeFi, social media, real estate, commodity, funds etc) in navigating their legal and tax matters when raising multi-million funds and incorporating or relocating, and protecting assets.
A published author (Wiley), I am a guest lecturer at the Geneva University, an expert in tax and legal committees, and a regular speaker in conferences.
I like exchanging and learning from like-minded but also different-minded peers such as in the Digital Currency Initiative by International Telecommunication Union and Stanford University. A co-founder and Board of Women in Web3 Switzerland and Opera for Peace, I strive for and support empowerment, equal opportunity, and excellence.
Feel free to contact me and let’s talk.
Before founding Holistik, I was director wealth management Switzerland and built the wealth planning and tax services in a leading private bank, pioneer in sustainable investing, the vice-chair of the Board and a member of the Investment Committee of US$ billion pension fund, and also projectholder in data security in a now global group.
Service is not about a title or a designation. It’s about impact, influence and inspiration. Impact involves getting results, influence is about sharing the passion we have for our work and inspiring our customers by consulting with innovative perspectives for a holistic financial impact.
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