At Mirabaud private banking, we design personalised strategies that reflect every aspect of our Clients’ financial and family situation. Our philosophy is rooted in long-term thinking, guiding families as they navigate complex economic environments while securing their wealth for generations to come.
As we approach the largest intergenerational transfer of wealth in history, many families face a fundamental question: how can family governance be structured to preserve balance, harmony, and core values over the long term?
Beyond financial performance, the challenge increasingly lies in managing relationships, expectations, and decision-making across generations with differing perspectives and priorities.
Effective family governance is central to safeguarding wealth, strengthening family cohesion, and enabling successful wealth transfer.
As family dynamics evolve and portfolios become increasingly sophisticated —spanning real estate, private equity, operating businesses, and sustainable investment strategies—a cohesive governance framework becomes indispensable.
A structured family governance or family office model provide clarity around roles, responsibilities, and long-term ambitions.
It helps answer critical questions such as: Who makes strategic decisions? How are conflicts resolved? How are younger generations prepared for responsibility?
Whether operating as a single-family office, a multifamily office, or a virtual structure, a well-defined governance framework supports transparent decision-making and ensures alignment between family values and financial objectives.
Well-designed governance mechanisms translate shared principles into practical and actionable processes. Tools such as family constitutions, advisory boards, and investment committees play a central role in this alignment.
A family constitution, for example, can formalise the family’s values, articulate a long-term vision, define ownership and decision-making rules, and establish guidelines for engagement across generations.
It becomes a reference point that evolves with the family while providing stability.
Combined with disciplined generational wealth management—integrating investment strategy, risk management, tax optimisation, and estate planning—these structures reduce uncertainty, mitigate the risk of intergenerational conflict,
and promote continuity of both wealth and responsibility. Importantly, governance also supports education and engagement, helping next-generation family members develop financial literacy, a sense of purpose, and an understanding of stewardship rather than entitlement.
Professional investment and advisory support complements family governance by helping families navigate market cycles, regulatory change, and structural shifts in the global economy.
Coordinated advice ensures coherence across asset classes and jurisdictions, while governance provides the framework within which decisions are made consistently and responsibly.
When combined with sustainable investment considerations and clearly articulated values, this approach strengthens alignment between purpose and performance.
The result is a balanced, transparent, and value-driven framework—one that protects the family’s legacy, supports long-term stability, and enables enduring prosperity.
Since its founding in 1819, Mirabaud—now led by the seventh generation of the founding family—has embodied the principles of long-term wealth continuity.
Its own history reflects the importance of intergenerational governance, patience, and a clear long-term vision.
Relying on dialogue, adaptability, and stability, Mirabaud supports Clients over time, helping them structure their wealth and build meaningful bridges between generations.
This approach illustrates how thoughtful preparation, open communication, and well-designed governance are essential—not only within families, but also in the way trusted advisors support them across generations.
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Mirabaud Group
With over 10 offices globally, we are able to serve our Clients all over the world.
Wealth Management services
Wealth Management
We will build a portfolio that is aligned with your goals and values, and manage that portfolio at every stage.
Wealth Management
To get a clear picture of your needs, your wealth must be analysed as a whole, including specific aspects of international mobility and family legacy planning. We take into account the desired future and define your needs in terms of security and growth.
We provide institutional-quality access to private assets investments — designed to enhance your portfolio’s performance with long-term value creation.
A partnership based on trust, proximity and focused on the long term.
Wealth Management
To achieve Mirabaud Group’s economic responsibility goal of offering a comprehensive range of responsible and sustainable products and services, at Mirabaud Wealth Management, we aim to deliver high quality products and services that integrate ESG considerations.
