Our Expertise

Governing your wealth over time

Your wealth is an evolving whole: it grows in complexity and involves decisions that shape its trajectory.

Hottinger Gaultier accompanies you in maintaining a comprehensive view and structuring clear governance of your wealth over time.

A singular situation, multiple dimensions

You come with a wealth situation that brings together different dimensions: structures, assets, flows, projects, personal or entrepreneurial commitments and multiple time horizons. These elements interact with one another, and their interaction calls for decisions, sometimes with long-lasting consequences.

 

Patrimonial governance consists in considering wealth as a structured and evolving whole rather than as a succession of independent matters.

Our expertise lies in Patrimonial Governance.

Patrimonial governance consists in considering wealth as a structured and evolving whole rather than as a succession of independent matters.

A comprehensive view A comprehensive view

You benefit from a consolidated view of your wealth, connecting its different dimensions and placing the issues into perspective.

Clear structure Clear structure

Priorities become clear, options become visible and decisions find their place within a coherent trajectory.

A long-term perspective A long-term perspective

Choices are integrated within continuity, taking into account life stages, projects and changes in context.

Global Patrimonial Governance: The operational foundation

To make this governance possible, Hottinger Gaultier relies on Global Patrimonial Governance (GPG), an operational framework designed to organise and sustain patrimonial governance over time.

It provides a comprehensive understanding of your wealth on which its governance can be structured over time.

The GPG helps

  • Consolidating Consolidating

    a complete and up-to-date view of your situation

  • Coordinating Coordinating

    the patrimonial dimensions and the relevant expertise

  • Structuring Structuring

    decisions and their implications

  • Implementing Implementing

    and supporting the execution of patrimonial decisions

  • Ensuring Ensuring

    continuity in decisions and risk control over time

Expertise mobilised for your trajectory

Depending on your situation, Hottinger Gaultier mobilises the relevant legal, tax, financial and entrepreneurial expertise with a constant objective: preserving the overall alignment of your wealth.

This expertise operates within a unified vision. It helps clarify choices, secure decisions and strengthen the governance of your wealth trajectory without fragmenting the overall view.

Wealth architecture Wealth architecture

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In some situations, preliminary work may be required to place a client’s wealth situation into perspective and ensure that it can be properly understood by the financial institutions involved.

A consolidated view reconciles information, identifies underlying balances and provides a clear picture of the overall wealth structure.

This foundation makes it possible to undertake wealth structuring, organising the legal, tax and financial solutions required for the long-term organisation of wealth.

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Capital activation Capital activation

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Once the wealth structure is established, capital can be activated and put to work.

Investment decisions may then be taken in public markets or through private opportunities selected for their quality and exclusive access.

Investments are actively monitored, allowing positions to be adjusted when market conditions or the wealth situation require it, within a consistent framework of risk control.

Financing solutions may also be mobilised when leverage is an appropriate instrument within the wealth strategy.

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Discernment

Our economic and wealth analyses, together with the perspectives they provide, help cultivate this capacity for discernment.

Cultivating Discernment Cultivating Discernment

La Maison

This approach to guidance is cultivated daily by Hottinger Gaultier alongside clients for whom understanding is inseparable from decision-making.

Discover La Maison Discover La Maison

Our Approach

As your situation becomes clearer and more structured, your relationship with decision-making evolves. You develop a broader understanding of your circumstances and, gradually, an essential capability: discernment.

Understand Our Approach Understand Our Approach