💼 Case Study 6: Helena M.

📌 Fact Sheet:

🔹 Type of Client: Second-generation heiress and global entrepreneur.

🔹 Estimated Assets: Approximately US$18M (Eighteen Million Dollars).

🔹 Primary Residence: 🇨🇭 Geneva, Switzerland.

🔹 Secondary Residence: 🇫🇷 Paris, France.

🔹 Main Need: Consolidation of global assets, alignment between personal life and family legacy.

🔹 Service Used: Consulting for Family Offices – VIP Private Signature Plan.

🔹 Project Duration: 2 months of in-person consulting + remote strategic monitoring.

💬 Introduction:

Helena was born into a family with a strong business tradition in Europe, but despite the wealth built by previous generations, she felt that her decisions were fragmented — emotionally and strategically.

Over the years, she accumulated real estate in different countries, shares in startups and diversified funds, but she lacked a unified structure that reflected who she was and the legacy she wanted to leave.

With a life divided between Geneva and Paris, Helena sought Genius Wealth Management in search of clarity, structure and alignment — not only financial, but personal, family and emotional.

🧭 Challenges Faced:

🔹 Poorly structured inheritance, with assets dispersed across different jurisdictions.

🔹 Lack of a holding company or trust to consolidate international investments.

🔹 Participations in startups without risk control or alignment with your values.

🔹 Disconnection between life goals and the inherited asset reality.

🔹 Difficulty in dealing with family expectations, especially after the father's death.

🔹 Lack of time to reorganize your financial life in the face of an intense global agenda.

🔑 Strategic Solution Developed:

✅ Complete diagnosis of dispersed assets and mapping of vulnerabilities.

✅ Structuring of an international holding company with clear governance and strategic guidance.

✅ Selection and consolidation of interests in projects aligned with its impact vision.

✅ Creation of a Family Trust with customized clauses for multigenerational preservation.

✅ Redirection of the investment portfolio to assets with return and purpose.

✅ Confidential sessions on emotional alignment, family decisions and generational transition.

✅ In-person consulting in Europe, with immersions in environments chosen by the client: homes, cafes, offices and outdoor walks.

📈 Concrete Results:

✅ Consolidation and reorganization of over 70% of assets under a unified structure.

✅ Reduction of operational and tax costs through an efficient and integrated structure.

✅ Emotional clarity about the next steps: in the legacy, in the career and in future motherhood.

✅ Strengthening ties with family members through purpose-driven meetings and non-violent communication.

✅ Peace of mind and freedom to live and invest with greater awareness, intention and autonomy.

“ This consultancy didn’t just give me a financial structure — it gave me a new way of looking at what I inherited, what I built, and what I want to leave behind. ” — Helena M. (🇨🇭 Geneva, Switzerland & 🇫🇷 Paris, France) - VIP Client