We built and advised Inova Capital, a Swiss-based family office, on transforming from a traditional single-family structure into a modern, federated multi-family platform. Inova’s founding vision was to create a next-generation model that harmonized Eastern values of stewardship and discretion with Western standards of governance, compliance, and institutional efficiency.

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As global families grew increasingly complex, spanning multiple jurisdictions, cultures, and asset classes — traditional family offices were struggling to adapt. Many operated as cost centers rather than value generators, hindered by fragmented legal structures, inconsistent governance, and limited access to institutional-grade investment opportunities.

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Inova sought to challenge this paradigm. By combining cultural fluency with strategic design, it aimed to create a family office ecosystem capable of serving not only its founding family but also other prominent families across the GCC, Europe, and Asia,  each with their own blend of tradition, ambition, and generational transition. Our engagement focused on building a structure that could bridge these worlds: a platform rooted in family trust and heritage, yet designed for scalability, compliance, and commercial sustainability.

 

Client: Inova Capital
Location: Switzerland
Role: Structuring | Governance | Strategic Advisory

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Our Approach and Work

• Diagnosing inefficiencies: Conducted a full review of the firm’s operating model and identified gaps common to single-family offices — underutilized talent, high fixed costs, and limited investment scale.

• Federated structure design: Developed a multi-family office platform that pooled institutional resources, shared operational infrastructure, and leveraged global service providers while maintaining bespoke client relationships.

• Governance and compliance: Implemented a cross-border governance model integrating European regulatory standards with Middle Eastern family governance principles, ensuring compliance across entities, trusts, and foundations.

• Regional integration: Established regional hubs and centralized service centers, creating a unified architecture that connected families from the GCC, Europe, and Asia within a single framework.

• Wealth management and succession: Built tailored structures for trusts, foundations, and family-controlled vehicles, including Shari’a-compliant estate-planning mechanisms to align spiritual and financial legacy.

• Advisory and expansion: Supported Inova’s leadership in negotiating its eventual acquisition by a London-based asset manager — ensuring continuity, growth, and expansion of its client offering while retaining its family-office DNA.

 

This structure transformed Inova into a commercially viable, globally integrated platform capable of serving the unique needs of multi-jurisdictional families and institutional investors alike.

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Objectives

Objective I - Create a federated multi-family office platform combining the trust and intimacy of private family offices with the scale and professionalism of institutional wealth management.

Objective II - Develop a governance framework that ensures transparency, efficiency, and compliance across multiple jurisdictions while preserving cultural authenticity.

Objective III - Position Inova as a commercial proof of concept for the evolution of next-generation family-office platforms scalable, compliant, and globally integrated.

 

Outcome and Business Impact

• Institutional transformation achieved: Inova successfully transitioned from a traditional single-family structure into a cross-border, multi-family platform, capable of serving clients across three continents under a unified governance and reporting framework.

• Operational scalability realized: The firm leveraged shared infrastructure and centralized systems to significantly reduce costs while improving service quality and investment agility.

• Cultural and regulatory alignment:By embedding Shari’a-compliant estate planning, Swiss fiduciary precision, and GCC relationship management, Inova became one of the few truly cross-cultural wealth management models in Europe.

• Commercial validation and acquisition: The platform attracted growing demand from families seeking discretion with institutional rigor, leading to its strategic sale to a larger Swiss-based asset manager. The acquisition validated the model as a proof of concept — confirming that family-office excellence can evolve into a sustainable, scalable, and investable business.

 

Enduring legacy
Beyond the transaction, Inova’s influence continues to shape how global families think about structure, governance, and collaboration. The platform proved that when heritage meets innovation, when values and strategy are treated as complementary rather than competing forces,  family offices can transcend their administrative role to become engines of shared prosperity.

 

Inova Capital stands as a blueprint for the future of global family wealth management: a platform that bridges cultures, jurisdictions, and generations; that measures success not merely in assets under management, but in the creation of trust, transparency, and long-term continuity.