Hiley Management
Who We Serve
Our Clients
At Hiley Management, our clients are united not by a single industry or background, but by a shared need for clarity, discretion, and partnership as they navigate the complexities of significant wealth. We work with families and individuals whose lives and ambitions rarely fit neatly into a template; people for whom wealth is both a responsibility and an opportunity.
Our clients typically include:
O1
Owners of established family businesses preparing for generational change
O2
Entrepreneurs who have realised a significant exit and are shaping their next chapter
O3
Successors and next-generation leaders stepping into new responsibilities
O4
International families with cross-border assets, interests, and lifestyles
O5
Those whose wealth is woven into both operational businesses and private investments
Client Stories
The Family Business Owner
Handing Over the Reins, Staying in the Race
When the Müller family approached us, their manufacturing business had been the cornerstone of their identity for three generations. Hans Müller, nearing retirement, wanted to see his daughter take the helm, but he wasn’t ready to disappear from the picture. Tensions simmered: tradition versus innovation, experience versus new ideas.
We began not with spreadsheets, but with a roundtable, facilitating honest conversations about hopes, fears, and the future. Together, we mapped out a phased transition: Hans would remain as chairman, mentoring his daughter through the first years. We restructured governance, set clear boundaries for decision-making, and created a family charter that balanced legacy with evolution.
Today, the business is thriving under new leadership, and Hans still attends board meetings, but now as a mentor, not a manager.
The Entrepreneur
Selling the Company, Keeping the Vision Alive
After selling his tech start-up, Marc found himself with new wealth and an old itch: he wasn’t ready to stop building. The liquidity event brought both opportunity and uncertainty. Should he invest in new ventures? Focus on philanthropy? How could he ensure his family would benefit without losing their drive?
Our team worked with Marc to clarify his priorities. We developed an investment strategy that balanced entrepreneurial ventures with long-term security and helped him establish a charitable foundation focused on STEM education. We also brought his family into the conversation, ensuring that his next chapter included their voices and ambitions.
Marc now splits his time between mentoring young founders and working with his foundation – his energy redirected, not diminished.
The Next Generation
Inheriting Responsibility, Seeking Direction
When Sofia and her brother inherited their family’s assets, the paperwork was in order—but their confidence was not. “What now?” was the question that lingered. They wanted to honour their parents’ legacy but also chart their own course.
We started with education, demystifying trusts, investments, and governance. Through a series of workshops and one-on-one sessions, Sofia and her brother gained the tools to make informed decisions. We helped them articulate their own vision for the family’s future and supported them as they took their first steps as stewards.
Years later, they are not just beneficiaries, but active leaders—shaping a new chapter for their family.
The Global Family
Three Countries, One Home
The Cohens live between Zurich, London, and Singapore. Their assets, businesses, and even their children’s schools spanned continents. With different tax regimes, legal systems, and cultural expectations, the family needed more than a spreadsheet – they needed a translator.
We coordinated with legal and tax advisers in all three jurisdictions, consolidating reporting and creating a global governance framework. We facilitated family meetings in multiple languages and time zones, ensuring everyone felt heard. The result: clarity, cohesion, and a sense of home, no matter which city they woke up in.
Whether you are managing a multi-generational legacy, building something new, or balancing life across continents, we bring a steady hand, a listening ear, and a team of professionals who understand the demands of modern wealth. Our approach is personal and adaptive, designed to fit the realities of your world, not the other way around.
