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Case Study 1 - A Generation Conflict
Case Study 2 - Customized Family Office Programs
Case Study 1 - A Generation Conflict

The Challenge

XYZ family office (client wants to stay anonymous) spotted a generation conflict within one of their families. The younger generation felt less attracted to our client’s family offices services than the older one.
XYZ family office feared that the younger generation would stop the business relationship and shift assets. Our client challenged us to find new customized services for the young generation that would enhance their loyalty to their family office.

The Solution

By analyzing and screening their particularly interests and visions we realized that the existing customer loyalty incentives were too much driven by the older generation. In several cases we agreed that MEHRWERT’S existing service portfolio matched the interest of our customer. However, two of the young family members had a distinguished interest in watch making and Formula one.

By using our network we could create truly exclusive incentives.

We organized a personalized watch making workshop with one of Switzerland’s most famous horologistthat included the actual clock making class, a yacht trip on the lake of Biel including cocktails and dinner. For the Formula one incentive we organized a trip to Monaco. Through our excellent connections we could open some doors for our client normally not accessible to individuals. This allowed XYZ family office to offer their clients some truly unique insights to the world of formula one.

The Results

After these incentives our client felt that the loyalty towards their family office increased drastically. For future incentives XYZ family office will continue working with MEHRWERT.

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