Zurich · Since 2018 · Not for profit
Family Business
Circle Switzerland
Uniting generations, cultivating success — the role of the Family Business Circle Switzerland in fostering community and innovation among Swiss family businesses.
Greater Zurich Area
Businesses built to outlast
the people who run them.
Founded in Zurich
Family businesses
Events per year
Modest event fee
About us
Senior representatives of Swiss family businesses, in one room
The Family Business Circle Switzerland was founded in 2018 in Zurich by Alma Palo (Zug) and Ariel Sergio Davidoff (Zurich). Approximately 200 family businesses participate. Events occur mainly in the Zurich Greater Area, held up to six times yearly under the Chatham House Rule.
The purpose of the circle is to bring senior representatives of family businesses in Switzerland together for a thought exchange on various subjects. Discussions cover succession planning, inheritance planning, business concepts, marketing and logistics.
Events feature private settings, often at member premises, revealing competitive strategies and intergenerational engagement approaches.
The Family Business Circle is not for profit. All members know either Alma or Ariel. Participation in an event usually carries a modest fee to cover administration and event costs.
Family Business Circle Switzerland
Members · Swiss family businesses
Elevating family businesses
Fostering an open exchange of ideas
A focus on collaborative growth, intergenerational wealth transfer and family-run business dynamics.
Structured Collaboration
Family businesses share knowledge. Alma and Ariel moderate the discussions. Meetings run from 18:00 to 20:00 with a cocktail reception.
Energy Exchange
Participation requires an invitation and a modest fee. Members actively participate and host premises visits.
Growing Together
A thriving community where all members can contribute equally to exploring and resolving business challenges. Events occur four to six times yearly in the Greater Zurich Area.
Private settings
Often at member premises.
Next Family Business Circle event
Chatham House Rule · By invitation
Members and invited guests. The programme and address are sent by e-mail ahead of every gathering.
Expertise for generational growth
Guiding family enterprises towards prosperity and lasting legacy
Events feature primarily family business owners and families, with access to professional networks upon founder consultation.
Specialists include expert lawyers, insightful wealth managers, strategic consultants and trustworthy fiduciaries. The emphasis is on sustainable growth, wealth preservation and intergenerational transfer.
- Law — succession and inheritance
- Wealth — preservation and transfer
- Strategy — governance and efficiency
- Fiduciary — trust structures across generations
Family business synergy
Three groups, one room
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.
Financial and Legal Advisors
Expert guidance in wealth management, legal compliance and risk assessment. Focused on optimising assets, ensuring legal adherence and minimising risks for secure and compliant wealth growth.
Consultants and Fiduciaries
Strategic advisors specialising in enhanced business efficiency, comprehensive strategic planning and sustainable intergenerational trust preservation for long-term success.
Questions
Frequently asked
What is the Family Business Circle Switzerland?
A not-for-profit circle of approximately 200 Swiss family businesses, founded in Zurich in 2018 by Alma Palo and Ariel Sergio Davidoff. It brings senior representatives of family businesses together up to six times a year in the Greater Zurich Area.
Who can participate?
Participation requires an invitation. All members know either Alma or Ariel. Events feature primarily family business owners and families; professional advisors are introduced upon founder consultation.
Where and how often do events take place?
Events occur mainly in the Zurich Greater Area, up to six times yearly, often at member premises, from 18:00 to 20:00 with a cocktail reception.
What does participation cost?
The Family Business Circle is not for profit. Participation in an event usually carries a modest fee to cover administration and event costs.
What subjects are discussed?
Succession planning, inheritance planning, business concepts, marketing and logistics, alongside intergenerational wealth transfer and family-run business dynamics.
What is the Chatham House Rule?
Participants may use the information they receive but must not reveal the identity or affiliation of the speaker. It is the reason members discuss valuations, family conflicts and exit plans openly.