Impact 

you can be proud of.
In line with our commitment to discretion, the following anonymised examples illustrate how Dawning Wealth delivers value and satisfaction across diverse family contexts.
Multi-Generational Wealth Transfer

A European entrepreneurial family sought clarity on succession, cross-border estates and preparing the next generation to inherit responsibility.

Our Approach

  • Conducted interviews with all family members to identify individual goals, shared values and long-term corporate objectives
  • Designed a cross-border estate plan, optimising tax efficiency in Switzerland and abroad
  • Delivered governance and stewardship workshops for next-generation family members
  • Worked alongside legal and tax advisors to implement a phased wealth transfer and family constitution

Outcome

The family transitioned assets smoothly with full compliance, while the next generation gained confidence and unity around their long-term vision.

Philanthropic Legacy Creation

A family with international roots wished to leave a positive legacy and increase next-generation involvement in charitable giving.

Our Approach

  • Led a values discovery workshop to identify shared causes
  • Designed a private family foundation with a clear mandate and governance framework
  • Worked with legal counsel to establish tax-efficient structures in Switzerland
  • Developed a reporting process to measure charitable impact and encourage family engagement

Outcome

The family achieved their vision for targeted impact, improved intergenerational collaboration and received tangible feedback on the outcomes of their giving.