Zurich, Zurich, Switzerland
As Director in the Family Office Division at Corient, I advise ultra-high-net-worth individuals (UHNWIs) and international families navigating pivotal transitions—relocating across borders for tax efficiency, structuring assets globally, preparing for the sale of a family business, or deploying capital into new investments. My advisory approach is grounded in personal experience. I’m a third-generation entrepreneur who inherited my family’s hospitality and real estate business unexpectedly. As the youngest—and only daughter—in a traditional structure, I had to earn my voice. Leading one of our family hotels through the pandemic was a defining experience that shaped my understanding of succession, governance, and leadership under pressure. Before joining Stonehage Fleming - now Corient-, I spent over a decade in investment management across Europe, holding roles at Allianz Global Investors in Italy, PIMCO in Germany (managing institutional mandates), and Blu Family Office in the UK, where I focused on private debt. Today, I combine this financial expertise with a deep understanding of the operational and emotional realities of wealth transition. I hold the CFA and CAIA charters, am a STEP member (with a focus on international trust structures), and actively mentor women entering entrepreneurship and family business leadership through the CFA mentoring programme.
www.family-hippocampus.com