S SwitzerLanz.swiss

Swiss Advisory & Holding

Where strategy, governance
and capital meet.

An independent Swiss advisory holding, offering a complete range of consulting, board advisory and investment counsel. We take a holistic view and build bridges between people, decisions and opportunities through a trusted network.

Strategic Consulting·Board Advisory·Investment Advisory

Our conviction

The most valuable counsel sits
at the intersection of disciplines.

Strategy, governance and capital are rarely separate problems. A board decision has financial consequences; an investment shapes strategy; a transformation tests governance. Yet advice is too often delivered in silos.

We exist to connect them. As a holding with a single, integrated point of view, we bring the right perspective and the right people to each question, drawing on a network cultivated across industries, institutions and borders.

Practice

A complete advisory capability

01

Strategic Consulting

The full range of advisory.

From strategy and corporate finance to operations, transformation and growth — a complete advisory capability brought to bear on the questions that matter most to leadership.

02

Board Advisory

Counsel for those who decide.

Trusted, discreet support for boards and executive teams: governance, succession, stakeholder alignment and the high-stakes decisions that shape an organisation's direction.

03

Investment Advisory

An independent perspective on capital.

Clear, conflict-free thinking on allocation, opportunity and risk — for principals, family offices and institutions seeking a considered view rather than a product.

The difference

Bridges, not silos.

Our value is not only what we know, but whom we can connect. A trusted introduction, a candid second opinion, the right partner at the right moment — these are often worth more than any single recommendation.

We hold relationships across boards, investors, operators and institutions, and we put them to work for those we advise — discreetly, and always in their interest.

How we work

Principles that earn trust

Independence

Advice free of hidden incentives. Our only mandate is your interest.

Confidentiality

Discretion is the foundation of trust. What is shared with us stays with us.

Holistic perspective

Strategy, governance and capital are rarely separate problems. We treat them as one.

Long-term partnership

We measure success in relationships sustained over years, not engagements closed.

Contact

Begin a conversation.

Every engagement starts with a confidential discussion. Tell us a little about what you are considering, and we will respond personally.

Your message is treated as strictly confidential.