Family Office Services

Dr. Felix Tschopp
Founder & Owner
Tschopp Group AG

We support entrepreneurs, owners and families across business, ownership, family and wealth. Drawing on more than 30 years of entrepreneurial experience, we combine strategic and financial expertise with independent judgement in complex situations.


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  • 150+ Companies
  • 25+ Industries
  • 12+ Countries

Entrepreneurship rarely stops at the boundaries of a company

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Business decisions often cut across ownership structures, family interests and personal wealth. What looks like a financing question can turn into a governance matter, and a succession can raise legal, financial, tax and family questions at the same time.

Tschopp Group takes an entrepreneurial view of such situations, brings together the relevant disciplines and, depending on what is needed, provides advice and takes on defined tasks, functions and processes, either on a project basis or as an ongoing mandate.

Felix Tschopp represents his clients' interests throughout, coordinates the specialists required and remains personally accountable for the outcome. This gives our clients one experienced point of contact and clear responsibility from a single source.

Complex decisions need experience, judgement and personal responsibility

Portrait

At a Glance

Entrepreneur, board member and adviser with more than 30 years of experience across over 150 companies, combining strategic and financial expertise with extensive management, governance and ownership experience.

Expertise
  • Founder and Owner

    Tschopp Group AG

  • Board Positions

    Manufacturing, Commodity Trading, Financial Services, Technology, Real Estate, Energy, Health & Longevity

  • Management Positions

    CEO, CFO, Group Controller and other management positions in start-ups, established family businesses and listed companies

  • Advisory

    International tax advisory and group audits for family-owned businesses and listed companies with KPMG Zurich; subsequently independent adviser, entrepreneur and board member

Education
  • Dr. oec. HSG

    University of St. Gallen
    International Accounting

  • Professional Development

    Private Equity, Mergers & Acquisitions, Business Succession, Board Education, Business Coaching, International Tax Planning, Group Accounting & Consolidation

  • Personal Development

    Lifelong learning through psychology, philosophy, mindfulness, yoga and meditation

Languages
  • German, English, Italian
Memberships
  • Professional & Regulatory Bodies

    Swiss Private Equity & Corporate Finance Association (SECA), Swiss Financial Services Standards Association (VQF), Network for Innovative Corporate Governance (NICG), Zug Commodity Association

  • Personal & Business Networks

    Family Business Network Switzerland (FBN), Zug Chamber of Commerce, HSG Alumni

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Business, ownership, family and wealth are often closely connected

Strategy & Management

Businesses evolve. Strategy, organisation and leadership need to evolve with them.

From direction to execution

We support entrepreneurs, boards and management teams in defining direction, strengthening performance and translating strategic decisions into concrete action. Our perspective combines strategy, organisation, leadership and implementation, with a clear focus on what creates lasting business value.

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    Strategy development, positioning & business models

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    Business development, growth & market expansion

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    Organisation design, leadership structures & governance of management

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    Start-up and scale-up structuring, company and finance set-up in the growth phase

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    Performance improvement, process design & management information systems (MIS)

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    Interim leadership & project-based implementation

Looking ahead

A change in direction, organisation or leadership often requires more than another concept. We help define the priorities and turn them into action.

Finance & Controlling

Good decisions depend on reliable numbers, financial transparency and control.

Clarity behind every decision

Sound financial management requires the structures, information and discipline to run a business with confidence. From planning and reporting to financing and valuation, we connect financial analysis with entrepreneurial decision-making.

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    Financial planning, budgeting & forecasting

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    Statutory & management reporting, consolidation, intercompany reconciliation

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    Liquidity management, treasury & risk-focused KPI systems

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    Full accounting, year-end and interim financial statements

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    Accounts receivable/payable, dunning & cash management

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    Financing strategy, capital structure & corporate finance

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    Business and investment valuation

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    Tax planning and coordination of tax compliance, in partnership with specialist advisers

Looking ahead

Whether the issue is liquidity, financing, reporting or simply insufficient financial visibility, the first step is to establish the facts and regain control.

Corporate & Governance

Clear ownership, sound structures and effective governance create room for entrepreneurial action.

Structure, control and responsibility

Companies, holdings and governance structures should keep ownership, decision-making and control clear, efficient and workable. Where legal, tax or regulatory expertise is required, we coordinate the appropriate specialists and keep the overall structure aligned.

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    Corporate, holding & ownership structures, set-up and ongoing administration

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    Company formation and domicile, coordinated through our network

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    Board and shareholder governance, organisation of board and general meetings

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    Compliance structures, internal control systems & regulatory coordination

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    Board mandates and representation of owners vis-à-vis authorities and partners

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    Legal and tax coordination through our specialist network

Looking ahead

Structures should serve the owner and the business, not become an obstacle. We help simplify complexity and establish clear responsibilities.

Succession & Family

Business continuity and family continuity are intertwined, but they are not the same thing.

Protecting continuity across generations

We support entrepreneurs and families in preparing succession while also addressing the wider personal and family matters surrounding ownership, responsibility and wealth. Our role is to bring business, family and personal considerations together and coordinate the legal, tax, insurance and other specialist expertise required.

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    Business & ownership succession

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    Estate, inheritance & matrimonial affairs

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    Family governance & family organisation

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    Protection, insurance & contingency planning

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    Family coaching, education & personal affairs

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    Philanthropy, foundations & charity

Looking ahead

Succession rarely starts and ends with the transfer of a company. We help bring the business, ownership and family dimensions into one coherent process.

Wealth & Investments

Entrepreneurial wealth is more than a simple portfolio of financial assets.

A coordinated view of wealth

We help families structure, oversee and coordinate wealth across financial assets, businesses, direct investments, real estate and other substantial assets. Our role is to create transparency, strengthen investment governance and ensure that capital allocation, liquidity, risk and long-term family objectives remain aligned.

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    Wealth structuring & strategic asset allocation

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    Investment strategy, governance & oversight

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    Banking, asset managers & consolidated reporting

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    Direct investments, private equity, venture capital & club deals

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    Real estate

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    Collectibles & substantial private assets

Looking ahead

When wealth is spread across companies, investments, real estate and different advisers, the challenge is often not another product but a coherent view of the whole.

Special Situations

Difficult situations require speed, judgement and coordinated execution.

When ordinary structures are no longer enough

We support entrepreneurs, owners and investors in situations that fall outside normal day-to-day business. This includes transactions, restructurings, ownership conflicts and other complex situations where multiple stakeholders, disciplines and decisions need to be brought together quickly and effectively.

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    M&A: acquisitions, disposals & negotiation leadership

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    Restructuring & turnaround

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    Carve-outs, spin-offs & integrations

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    Shareholder & ownership conflicts

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    Crisis, liquidity & stakeholder management

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    Complex, cross-border transactions

Looking ahead

When normal processes no longer work, speed and judgement matter. We step in, establish the facts, align the parties and help drive the situation forward.