Families & Clients

cut outs of people in paper

Over the past thirty years, de Visscher Advisors has assisted an increasingly global client base of 300+ Business Owning Families.

Overview of Clients

Middle market
Upper middle market
FAmily single offices
Size
$50-$400MM
$100MM - $4BN
$400MM+ Assets
Generation
G-1/ G-2
G-2 to G-5+
G-2 to G-5+
Geography
National
Global
Global
National
Advisory, Investment Banking
Consulting, Fiduciary, Investment Banking
Consulting, Fiduciary, Total Wealth
Middle market
Size
$50-$400MM
Generation
G-1/ G-2
Geography
National
Services
Advisory, Investment Banking
Upper middle market
Size
$100MM - $4BN
Generation
G-2 to G-5+
Geography
Global
Services
Consulting, Fiduciary, Investment Banking
Family single offices
Size
$400MM+ Assets
Generation
G-1/ G-2
Geography
Global
Services
Consulting, Fiduciary, Total Wealth

Selected Client Engagements

Company Industry
Location
Generation
Issues
solutions
Lumber Producer
Albama
G-4
  • Family dissension on strategic issue
  • On-going liquidity program
Communication Company
California
G-3
  • Family Governance
  • Generational liquidity
  • Inter-generational Family Buy-In with Private Equity source
Community Bank
California
G-3
  • Early death of principal shareholders
  • Valuation
  • Family Buy-out
Poultry Products
California
G-4, G3
On-going liquidity for G-4
  • Periodic Redemption Program
Lumber Producer
Location
Alabama
Generation
G-4
Issues
  • Family dissension on strategic issue
Solutions
  • On-going liquidity program
communication company
Location
California
Generation
G-3
Issues
  • Family Governance
  • Generational liquidity
Solutions
  • Inter-generational Family Buy-In with Private Equity source
Community bank
Location
California
Generation
G-3
Issues
  • Early death of principal shareholders
Solutions
  • Valuation
  • Family Buy-out
Poultry Products
Location
California
Generation
G-4, G-3
Issues
On-going liquidity for G-4
Solutions
  • Periodic Redemption Program

Selected Family Owned and Closely Held Businesses de Visscher Advisors have assisted