The advisory arm of DIONZ is built for those seeking exceptional, values-aligned guidance across key areas of life, wealth, legacy, and leadership.
It stands as a distinct offering: You do not need to be a DIONZ member to work with our advisory team. Likewise, these services are not included in DIONZ membership.
DIONZ Panel on The NextGen of Impact-Driven Wealth Owners | Leveraging Capital for Positive Change, Building Bridges Conference, 2024
Over the past 20 years—spanning her work as a wealth management lawyer at Baker McKenzie to her leadership role at Palantir—our founder, Elena, has built a trusted network of exceptional professionals acrossevery area relevant to the conscious, impact-driven wealth owner who is navigating today’s complex world: from geopolitical uncertainty and climate disruption to the rise of an AI-led era.
Our partners—both individuals and organizations—are not only at the fore front of their fields; they are also extraordinary human beings. Whether it’s a transformation architect, longevity expert,lawyer, family systems therapist, wealth strategist, or creative advisor, we work only with those who embody the DIONZ values and meet our uncompromising standards of excellence. These are the people you want in your corner—not just for their rare expertise, but for their integrity, empathy, and forward thinking.
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For those ready to change or in the mids of change, whether it's a liquidity event, career/purpose shift, personal reinvention, or letting go of the old norm. We offer thoughtful and high-touch guidance to help step into what's next with clarity and purpose.
Empowering the next generation to step into ownership with clarity, confidence, and purpose. We offer advice on traditional family governance strategies, as well as, guidance, mentorship, coaching and education on the challenges that are particular to the next-generation of wealth owners. These may include family or 1:1 sessions, retreats, or eductional programs.
Building bridges across generations through facilitated conversations, trust-building, and emotional intelligence work. We collaborate with experts from the traditional family office sector as well as holistic facilitators combing a mind-body-soul integration to dissolve family traumas and blockages.
Aligning capital with purpose and impact, designing portfolios and giving strategies that reflect personal values and planetary goals. We collaborate with systems thinkers, coaches, partners in the financial and wealth management world (including banks, legal firms, VCs, etc.) and higher education institutions. Our offering ranges from a curated portfolio of introductions and private, intensive workshops to full-scale strategic mandates to restructure assets in alignment with your values.
Taking a 360° view of your life to design intentional well-being. Curated support across physical, mental, emotional, spiritual, financial, social, vocational/educational, digital, and cultural well-being. Through our trusted network of experts and practitioners, we offer high-touch guidance to help you align your inner and outer world so you can thrive, fully and consciously.
Introductions that shift trajectories. We offer highly personalised, strategic introductions to the individuals, companies, or partners you need to unlock your next chapter. Whether it’s a collaborator, investor, advisor, co-founder, client, or guide, we connect you to the right people at the right time. These are not just introductions, they are inflection points, carefully curated to help you move forward with clarity and purpose.
Is something shifting within or around you?
Is something asking for your attention that you can no longer ignore?
Is there a decision weighing on you that you’re ready to move through with clarity?
Sometimes, all it takes is one powerful conversation to ignite a major life shift.
The information provided by DIONZ AG is intended for general informational purposes only and does not constitute, and should not be construed as, legal, financial, tax, or investment advice under Swiss law or any other applicable jurisdiction.
DIONZ AG and its representatives, including any individuals acting on its behalf or affiliated partners, do not provide legal, regulatory, tax, or investment advisory services. Any discussions, recommendations, or guidance offered during advisory engagements or through this website are strictly non-binding and should not be relied upon as a substitute for independent professional advice tailored to your individual circumstances.
We expressly recommend that you consult qualified legal, tax, financial, or investment professionals in your jurisdiction prior to making any decisions based on content or services offered by DIONZ AG.
Nothing on this page, or provided through DIONZ AG, constitutes a solicitation, offer, or recommendation to purchase or sell any financial instrument, or to engage in any legal or investment strategy.
DIONZ AG disclaims all liability for any loss or damage of any kind arising from reliance on any information or service provided through DOINZ AG.
Advisory services are rendered exclusively in accordance with separate written agreements and subject to applicable Swiss law.
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