Express Risk Review
Use when the family needs to understand the current ownership, jurisdictions, assets, governance and evidence before choosing a larger mandate.
Open format →PRIVATE CAPITAL · FAMILY OFFICE
The architecture of private capital
When a family's capital is spread across jurisdictions, assets and generations, its resilience depends not on individual decisions but on the coherence of structure, governance and provenance. We design that architecture and run it as a single point of coordination.
Capital outgrows the structure it was built in
Private capital is rarely designed. It grows around a business, transactions and decisions made over the years — and at some point it is spread across countries, assets and people in a way that becomes hard to explain to a bank, an heir or a regulator. Disparate decisions begin to contradict one another: somewhere there is no governing structure, somewhere no demonstrable provenance, somewhere no documented succession.
Unlike a bank or a platform, we have no product to sell. We design structure in the family's interest, not around a particular financial instrument, and we remain an independent point of coordination.
WHEN IT IS NEEDED
Typical situations
Family relocation
Tax residency and jurisdictions change — capital needs an explainable, coherent structure.
A liquidity event
The sale of a business or a major asset creates capital that must be organised structurally for the first time.
A question of succession
The next generation enters management, and passing on capital calls for rules rather than verbal understandings.
A bank reviewing capital
A bank or compliance team asks about the origin of the family's capital as a whole, not a single transaction.
Several jurisdictions
Assets, companies and accounts are spread across countries and need to be managed as a single system.
Forming a family office
The family is building a governing structure from scratch and is looking for an independent architect.
WHAT WE DO
How the work is structured
Diagnosis of the capital structure
We reconstruct where and how capital is held, who owns it, who governs it and where the logic is inconsistent.
Target ownership architecture
We design the structure of holdings, assets and flows so that it is explainable and resilient.
Governance and family rules
We build the system of governance: who takes decisions on capital, how, and on what basis.
Succession
We frame the transfer of capital to the next generation, accounting for several jurisdictions.
Banking readiness for the family
We prepare source of wealth and the capital narrative so that it aligns with the structure and the flows.
Coordinating advisers
We engage and keep aligned tax advisers, local counsel and asset managers within one logic.
OUTCOME
What you receive
- A map of the capital structure — how capital is held and connected across jurisdictions and assets.
- A target architecture of ownership and governance — with logic that can be explained.
- A governance and succession framework — rules for taking decisions and passing on capital.
- A source-of-wealth position — prepared for bank review.
LEXONYX acts as an independent architect and coordinator: we hold no financial products and none of the conflicts of interest that come with them. Tax and succession matters in specific jurisdictions are handled by tax advisers and local counsel under our coordination. We do not replace local regulated advice where it is required, and we do not guarantee a bank's approval or a particular outcome.
How this connects to the rest of the structure
Private capital almost never stands alone. It rests on the group structure, the source of funds and genuine substance. We run the architecture of capital not in isolation but as part of the overall defensibility of the model.
IN SHORT
Frequently asked
How is this different from a bank or a wealth platform?
We have no financial product to sell. We design structure and governance in the family's interest and remain an independent point of coordination rather than a distributor of instruments.
Do we need an existing family office?
No. We work with families whose capital has grown ad hoc, helping design a governing structure from scratch, as well as with existing offices that need their architecture reviewed.
Do you handle tax and succession directly?
We lead the strategy and architecture; tax opinions and succession matters in specific jurisdictions are handled by tax advisers and local counsel under our coordination. We do not guarantee a particular outcome.
HOW TO ENGAGE
Choose the work format by the stage of the task
Private-capital work can begin with a bounded diagnosis, a review of an existing wealth architecture, a defined ownership/governance project or continuing family-office coordination.
Strategic Structure Audit
Use when an existing multi-jurisdiction capital structure must be stress-tested across ownership, governance, succession, banking and evidence.
Open format →Project-Based Advisory
Use when a defined target must be built: ownership architecture, governance, succession coordination, Source of Wealth position or post-liquidity restructuring.
Open format →Ongoing Advisory
Use when the baseline is established and the family needs continuing coordination across advisers, banks, governance and structural changes.
Open format →Design the architecture of your family's capital
Describe the situation: jurisdictions, the mix of assets, ownership and the task — relocation, succession or a bank review. We will determine where the review should begin.