Family Business Circle Switzerland
The Role of The Family Business Circle Switzerland in Fostering Community and Innovation Among Swiss Family Businesses
About us
The Family Business Circle Switzerland was founded in 2018 in Zurich by family business entrepreneurs Alma Palo (Zug) and Ariel Sergio Davidoff (Zurich) and has flourished ever since. The name is trademark protected, and about two hundred family businesses participate in the circle. The events usually take place in the Zurich Greater Area, and many members speak Schwyzertütsch but are active in the international business arena.
The purpose of the circle is to bring senior representatives of family businesses in Switzerland together for a thought exchange on various subjects. From succession planning in the company, to inheritance planning, from successful business concepts to marketing and logistics, many subjects are discussed at the up to six events per year, under Chatham house rule.
The success of the events which are held relatively privately is due to the fact that we often visit a circle member’s premises and learn on location what they do, how they do it, how they keep in the market, how they involve the next generation or motivate management. The Family Business Circle is not for profit. All members know either Alma or Ariel and participation at an event usually carries a modest fee to cover administration and event costs.
We are connecting Swiss family businesses for shared wisdom and growth since 2018.
Elevating Family Businesses
Elevating family businesses through Family Business Circle Switzerland means the circle fosters the exchange of thoughts amongst its attendees, in order to help family businesses to learn from each other, obtain new contacts with like-minded family business owners and address challenges.
Our events are a platform for sharing knowledge, networking, and accessing expert guidance, enhancing the growth and sustainability of family-owned enterprises. And they are usually quite fun!
The Family Business Circle Switzerland addresses subjects like collaborative growth, intergenerational wealth transfer, and providing a network to navigate the unique dynamics of family-run businesses by speaking to family business owners in similar situations.
Structured Collaboration
Family businesses invite circle members to contribute with their knowledge, guided by one of our founders, Alma and Ariel, as moderators, ensuring focused and productive dialogues. Usually, we meet from 18.00-20.00 for a cocktail so that the working day is not disturbed and dinner with the family is possible.
Energy Exchange
Participation is by invitation only and carries a modest fee for administration and the event. Family businesses can contribute by attending or, of course, inviting circle members to learn from each other on their premises, thereby enhancing our Circle's diversity and strength.
Growing Together
A thriving community where all members can contribute equally to explore and resolve business challenges, fostering collective growth and learning at the informal events, which occur 4–6 times a year in the Greater Zurich Area.
Defining Our Members
Exclusive to family business members, our Circle is independent, dedicated solely to the interests and growth of family enterprises.
Next Family Business Circle Event:
Oscar R. Steffen
13 January 2025 | 18:00 - 20:00
Salon de Joaillerie – Exquisite Schmuckkunst aus drei Jahrhunderten
Expertise for Generational Growth
Guiding Family Enterprises Towards Prosperity and Lasting Legacy
Usually, at our events, only family business owners and their families take part. However, the circle has access to our network of seasoned professionals. Please talk to one of the founders as we connect owners, principals, and advisors dedicated to the prosperity of enterprising families.
This includes expert lawyers, insightful wealth managers, strategic consultants, and trustworthy fiduciaries, all adept at navigating the unique challenges of family-run enterprises.
We also focus on sustainable growth, preservation of wealth, and intergenerational wealth transfer, ensuring your family legacy thrives. By joining our community, you gain access to tailored advice, innovative solutions, and a shared commitment to the success of family businesses across generations.
Family Business Synergy
Financial and
Legal Advisors
Expert Guidance in Wealth Management, Legal Compliance, and Risk Assessment: We are focused on optimising assets, ensuring legal adherence, and minimising risks for secure and compliant wealth growth.
Owners and
Principals
Driving Vision and Leadership in Family Enterprise and Office Management: Pioneering Strategies for Sustainable Growth and Legacy Stewardship in Family-owned Businesses.
Consultants And
Fiduciaries
Strategic Advisors Specializing in Enhanced Business Efficiency, Comprehensive Strategic Planning, and Sustainable Intergenerational Trust Preservation Techniques for Long-Term Succes
