U-HNWI & Family Offices: Growing legacies into Builder Economy
Restructuring investments from historical global wealth investors from extractive features to hands-on values based capital deployment
Lagarde & Guardsmen is the activist advisor to the Builders.
Activist: We are with you on the long term, supporting you across your build, not only when you need it. As sentinels, if we see you moving away from your values, and ours, we address it. Our standards for you and us, above our interests, always.
Advisor: We do not advise you out of unlived experience - as an entrepreneurial firm, previously investor, board member, corporate issuer, corporate borrower, lender, and consultant, we know how to engage with all stakeholders to create long term value.
As Guardsmen of enduring enterprise value, we integrate financial restructuring, operational transformation, cultural redesign, and long-term growth into a single method.
This method is Enterprise Value Optimisation.
Private wealth: a capital too captured into extractive transactions with little workout capacity
Passive capital pools
Values–operations disconnect
No restructuring support
Emotional & legacy assets
Lack of transmission options
U-HNWIs & Family Offices need to reinstate themselves as capital partners of the Builder Economy
Lagarde & Guardsmen exists to empower Family Offices & UHNWIs in their restructuring, transformation and transmission initiatives.
Stakeholder Management
Financial restructuring
Organisational re-engineering
Strategic repositioning
Operational turnaround
What we do
We accompany Family Offices & U-HNWIs through two major mandates
Enterprise Value Optimization (EVO)
The Build:
The Re-Build:
is our end-to-end methodology for systematically enhancing every facet of your enterprise—financial, operational, strategic, and cultural—to achieve durable, long-range value creation. Rather than a transactional engagement, the EVO Mandate represents a comprehensive transformation journey.
1. Fortress Phase – Short term scan and transformation preparation
2. Catalyst Phase – Complete structuring / restructuring
3. Ascent Phase – Legacy building & compounding resilience
Our commitment to U-HNWIs & Family Offices
Integrated mandate
Multigenerational stewardship
Adaptive execution
Send us your contact request here or book an appointment below
Capital concentrated in low-touch, extraction focused transactions, not seizing historical entrepreneurs know-how.
ESG and impact investing lack strategic and operational value add capacity - blunting both purpose and performance.
When private investments hit stress, lack in-house turnaround engine to protect and revive intrinsic value.
Iconic or sentimental assets can weigh on rational portfolio decisions, especially in times of effective underperformance.
As generational transitions loom, lack of transmission options weigh on enterprise performance forcing exits and value.
Family charters, investment councils, and dispute‑resolution loops to align vision across generations and advisors.
We restructure inefficient capital use in private investments while managing long-term family level priorities.
We organize enterprise level management to seize entrepreneurs alpha, while advising heavily daily operations.
We build a family-level strategy —whether that involves portfolio build-up, organic development, or asset risk management.
We supervise an enterprise value restructuring in the context of buy-hold structures reviewing corporate operations.
Structure, scale, or professionalise their direct investment platforms - aligning capital strategy, governance, operations, and succession.
Restructure legacy holdings, resolve family or governance breakdowns, and recover value across underperforming assets
We unify financial, operational, and cultural solutions into a single architecture - preventing siloed decisions and ensuring each generation’s voice is considered.
Our commitment extends beyond immediate risk mitigation. We build frameworks that sustain wealth, governance, and purpose over decades.
Whether preserving core legacy assets or reorienting a family-owned enterprise for market expansion, we integrate directly at the leadership level - ensuring decisions are data-driven, aligned with familial values, and poised for longevity.
At liquidity events or succession milestones, we structure and restructure family portfolios - linking long‑term purpose with near‑term cashflows, safeguarding legacy while compounding wealth for future generations.
Lagarde & Guardsmen is for the Builders, not for everyone.
We should talk.
U-HNWI & family offices: Growing legacies into Builder Economy
Restructuring investments from historical global wealth investors from extractive features to hands-on values based capital deployment
Lagarde & Guardsmen is the activist advisor to the Builders.
Activist: We are with you on the long term, supporting you across your build, not only when you need it. As sentinels, if we see you moving away from your values, and ours, we address it. Our standards for you and us, above our interests, always.
Advisor: We do not advise you out of unlived experience - as an entrepreneurial firm, previously investor, board member, corporate issuer, corporate borrower, lender, and consultant, we know how to engage with all stakeholders and how to build value out of it.
As Guardsmen of enduring enterprise value, we integrate financial restructuring, operational transformation, cultural redesign, and long-term growth into a single method.
This method is Enterprise Value Optimisation.
Capital concentrated in low-touch, extraction focused transactions, not seizing historical entrepreneurs know-how.
Private wealth: a capital too captured into extractive transactions with little workout capacity
Passive capital pools
Values–operations disconnect
No restructuring support
Emotional & legacy assets
Lack of transmission options
ESG and impact investing lack strategic and operational value add capacity - blunting both purpose and performance.
When private investments hit stress, lack in-house turnaround engine to protect and revive intrinsic value.
Iconic or sentimental assets can weigh on rational portfolio decisions, especially in times of effective underperformance.
As generational transitions loom, lack of transmission options weigh on enterprise performance forcing exits and value.
U-HNWIs & Family Offices need to reinstate themselves as capital partners of the Builder Economy
Lagarde & Guardsmen exists to empower Family Offices & UHNWIs in their restructuring, transformation and transmission initiatives.
Stakeholder Management
Financial restructuring
Organisational re-engineering
Strategic repositioning
Operational turnaround
Family charters, investment councils, and dispute‑resolution loops to align vision across generations and advisors.
We restructure inefficient capital use in private investments while managing long-term family level priorities.
We build a family-level strategy —whether that involves portfolio build-up, organic development, or asset risk management.
We supervise an enterprise value restructuring in the context of buy-hold structures reviewing corporate operations.
We accompany private equity investment firms through two major mandates
What we do
The Build:
Structure, scale, or professionalise their direct investment platforms - aligning capital strategy, governance, operations, and succession.
Enterprise Value Optimization (EVO)
is our end-to-end methodology for systematically enhancing every facet of your enterprise - financial, operational, strategic, and organisational - to achieve durable, long-range value creation. Rather than a transactional engagement, the Build and Re-Build represent comprehensive transformation journeys.
1. Fortress Phase – Short term scan and transformation preparation
2. Catalyst Phase – Complete structuring / restructuring
3. Ascent Phase – Legacy building & compounding resilience
The Re-Build:
Restructure legacy holdings, resolve family or governance breakdowns, and recover value across underperforming assets
We unify financial, operational, and cultural solutions into a single architecture - preventing siloed decisions and ensuring each generation’s voice is considered.
Our commitment to U-HNWIs and family offices:
We turn volatility into enterprise resilience - elevating assets from arbitrage plays to long-term franchises through disciplined stewardship.
Integrated mandate
Multigenerational stewardship
Send us your contact request here or book an appointment below
Our commitment extends beyond immediate risk mitigation. We build frameworks that sustain wealth, governance, and purpose over decades.
Whether preserving core legacy assets or reorienting a family-owned enterprise for market expansion, we integrate directly at the leadership level - ensuring decisions are data-driven, aligned with familial values, and poised for longevity.
Adaptive execution
We turn volatility into enterprise resilience—elevating assets from arbitrage plays to long-term franchises through disciplined stewardship.