Who we are
We operate as a focused senior team, working closely with a limited number of families.
Daniel is based in Zurich and leads investment strategy across the firm. He holds an MBA from IESE and the CWMA qualification (Certified Wealth Management Advisor).
His career spans over a decade advising UHNW families across Credit Suisse, Julius Bär, UBS and now Savair, covering public markets, private equity and direct investments.
He also sits on the investment committee of Uneti Ventures, an early-stage fund focused on AI, fintech, greentech and medtech.
Outside the office, he can be found travelling, in the mountains, on a tennis court, or indulging his passion for motorsport.
Chase is based in Zurich and focuses on wealth planning, family operations and the technology platform that ties it all together.
His career spans Morgan Stanley in New York, an MBA from IESE Business School, strategy consulting at Roland Berger and operational leadership with PE-backed companies across Europe and Latin America.
He brings a structured approach to making complex wealth situations simpler and better organised.
When not at his desk, you'll find him running or biking in the mountains, on the ski slopes — or 40 metres underwater photographing sharks.
Fiona is based in Amsterdam and specialises in international tax and estate planning.
With over 20 years of experience — including roles at Loyens & Loeff, ABN AMRO and Credit Suisse across Luxembourg and Zurich — she helps entrepreneurs and families navigate complex cross-border situations, turning long-term intentions into legally robust, workable structures.
She holds the STEP qualification (Society of Trust and Estate Practitioners) — the global gold standard for professionals advising families on wealth structuring, succession and estate planning.
She is fluent in Dutch, English, German and French.
Outside work, Fiona invests in technology companies as a business angel and is happiest on the ski slopes, working on her golf game, or travelling with family and friends.
Lorenzo is based in Zurich and brings over 15 years of experience in quantitative finance — spanning algorithmic trading, risk modelling and ESG analytics.
Before joining Savair, he built climate risk platforms used by global institutions including Bank of America and Société Générale.
He applies that same rigour to portfolio construction, investment selection and the data infrastructure that powers our platform.
A natural entrepreneur, Lorenzo also co-founded Italy Discovery Tours — growing it from a family business into a successful exit. Proof that his instincts extend well beyond the spreadsheet.
Our mission
We believe wealth should remain understandable as it grows and changes.
Our mission is to help entrepreneurial families steward their wealth with care—shaping
long-term strategy and guiding the structures and oversight that enable enduring, multigenerational prosperity.
Who we work with
Different starting points require different priorities. Our framework remains consistent. Its application adapts to your situation.
Start a conversationFounders & Business Builders
Navigating liquidity and growth.
People building, scaling, or exiting businesses who need structure before and after major financial events.
We focus on scenario planning, liquidity management, and decision-making around concentration risk.
Planning & structure
Concentrated asset exposure
Strategic timing, trade-offs, and allocation decisions
Families with Established Wealth
Preserving clarity across generations.
Families with significant, multi-generational wealth seeking long-term alignment across assets, entities, and advisors.
We focus on governance, consolidation, and continuity over time.
Family governance
Consolidated oversight
Long-term planning
International Entrepreneurs
Managing life across borders.
Entrepreneurs and families whose personal and financial lives span multiple countries and institutions.
We focus on coordination, structural clarity, and keeping decisions consistent across jurisdictions.
International structures and exposure
Tax and legal coordination
Multi-bank and multi-advisor environments
No pitch. No pressure. Just a direct conversation about whether Savair is the right fit.
Let’s have a coffeeGet in touch
