Would your wealth withstand the unexpected?

With the right structure and a clear investment philosophy, your wealth does more than hold firm: it grows, and passes intact to the next generation.

Where is your wealth vulnerable? Find out in two minutes →

Wealth analysis

Where is your wealth vulnerable?

Find out in two minutes.

Eight questions about your situation. At the end you will see where your wealth is solid today and where it is worth looking first. No figures, no sign-up.

An analysis based on your own answers. Not an investment recommendation or legal advice.

OUR SERVICES

What is a Family Office, really?

It is not about how much you have, but how it is organized.

A Family Office is what wealthy families have had for generations: someone who sees the wealth as a whole, has nothing to sell and serves only the family. For a long time it was a privilege of great fortunes. Not any more: with the right structure, much of that role is within reach of many more families.

I

THE FIRST STEP

Second opinion and recommendation

We start from your wealth analysis. With your answers, your bank statements and a description of your current situation, we review your wealth as a whole and give you a written recommendation:

We discuss the result in person, with no sales pressure. What you do with it is your decision.

2

STRUCTURE

A company of your own in Switzerland

A Swiss company in your name, holding your investments and your bank accounts. Your wealth is then:

Setting it up, administering it and, if you wish, relocating to Switzerland are done with GALEÓN Invest AG.

3

INVESTMENT

Acompañamiento personal

On the same side of the table as you.

Uwe Herrlinger works with a small number of entrepreneurial families, on an ongoing basis and with no ties to any bank.

He shows you how he invests his own family’s wealth: the same companies, the same analyses, the same decisions. He explains every position in detail: why it is held, when to buy and when to sell. You decide whether to apply it, and to what extent. Your bank only executes what you have decided.

He also prepares your conversations with your banks, keeps your structure in line with your family’s actual situation and is available when a decision comes up that cannot wait.

If you wish, we introduce you to banks that meet our criteria: private banks and digital banks in Switzerland, the United States and Singapore. The choice is always yours.

We do not manage your wealth or hold your assets. Your banks remain your banks, your accounts remain in your name. What we bring is independent judgment on what you are being offered — and a memory of why each earlier decision was made.

You speak directly with him, not with a contact who keeps changing. The number of families he works with is limited, for obvious reasons. If this interests you, let’s start with a conversation.

Uwe Herrlinger

Founder · Author of the book “On the Other Side of the Table”

“Founder of a Multi Family Office — specializing in preserving the wealth of entrepreneurial families across borders and generations. Twenty years inside the international banking system, today on the side of families.”

Uwe Herrlinger began his career as a trainee and analyst at Dresdner Bank in Frankfurt. This was followed by roles as Relationship Manager at Royal Bank of Canada in London, in fund distribution and private banking at Bank Vontobel in Zurich, and as a member of the management of BBVA Switzerland. At UBS he led the High Net Worth Individuals desk as Desk Head and looked after some of the bank’s most important clients in the Ultra High Net Worth segment, before becoming a partner of swisspartners Group, one of Switzerland’s largest independent wealth managers.

For twenty years he came to know the international banking system from the inside: its incentives, its remuneration models, the language that says “advice” and often means “sales”. Since 2018 he has worked independently, on the side of his clients and not on the side of a bank.

THE BOOK · On the Other Side of the Table

In this book, Uwe Herrlinger explains step by step how to protect your wealth and make it grow.

ONLINE SEMINAR

Wealth that withstands the unexpected

You sense that something is not right, but you lack the overall picture. This online seminar, based on the book, gives it to you. Each module starts from a question that truly matters and applies the answer to your own situation. By the end, you know where your wealth is vulnerable and what to do about it.

THE NEXT GENERATION

Most entrepreneurial families pass on their wealth before they pass on their judgment. The children inherit portfolios no one explained to them, banking relationships they did not choose and decisions made before they could have a say.

This program prepares the next generation for that moment. It does not teach how to invest — it teaches how to understand: what the family owns and why, how a bank behaves when the client does not ask, why a few exceptional companies protect better than a hundred mediocre ones, and what distinguishes patience as a technique from patience as a character trait.

Two intensive days on the shores of Lake Geneva, in a small group of eight to twelve participants: an afternoon followed by a dinner together, and a full day that ends with the presentation of certificates, to which parents are warmly invited. On Sunday, anyone who wishes can join an excursion with the families to Gstaad.

The program takes place several times a year, in English or Spanish depending on the group. Dates, program and fee are set out in the invitation.

TALKS

In a small circle, by personal invitation

From time to time Uwe Herrlinger presents the book to families and entrepreneurs, and gives talks for law firms, universities and business schools, business associations and chambers of commerce, family offices and family foundations, international schools and private clubs.