Bespoke wealth structuring, succession planning, and multi-generational asset management for ultra-high-net-worth families
SOLID ADVISE AG partners with Family Offices worldwide to structure wealth, design succession plans, and access exclusive investment opportunities across multiple sectors. Our approach combines Swiss discretion, rigorous due diligence, and a network of over 25 external partners across Europe, Asia, and the Americas.
We serve approximately 30% of our institutional client base through Family Office engagements. On average, our Family Office clients achieve a diversified portfolio return of between 6% and 10% annually, depending on risk profile and asset allocation. We focus on capital preservation while generating sustainable, tax-efficient income.
Our Family Office advisory spans the following sectors, with expected return ranges based on our historical advisory track record:
Commercial real estate typically yields 6% to 9% net operating income (NOI). We advise on direct property, REITs, and development projects. Residential portfolios in prime European locations historically deliver 4% to 7% rental yields.
AI and tech investments through our venture and growth equity network target 12% to 18% IRR over 5–7 years. We focus on scalable B2B and enterprise software with proven revenue traction.
Fintech allocations typically aim for 8% to 14% annual returns. We advise on payments, lending platforms, and regtech. Our portfolio companies have achieved average revenue growth of 25% to 35% year-over-year.
Web3 and digital asset strategies are deployed with strict allocation limits (typically 2% to 5% of portfolio). We focus on infrastructure, DeFi protocols, and tokenization of real assets. Target returns vary significantly; we prioritise risk management.
Healthcare and biotech investments typically target 10% to 18% IRR in early-stage ventures. We advise on therapeutics, diagnostics, and digital health. Success rates in our portfolio: approximately 15% of early-stage bets achieve significant exits.
ESG and impact mandates target market-rate returns of 5% to 9% while achieving measurable environmental and social outcomes. Renewable energy projects in our network have delivered 6% to 10% unlevered returns.
We combine deep sector expertise with a family-centric lens. Each engagement is tailored to governance structures, liquidity needs, and intergenerational objectives. Our clients benefit from access to 30+ co-investment opportunities annually, rigorous risk frameworks, and ongoing performance reporting aligned with institutional standards.