Strategic advisory

An entrepreneurial family identifies the opportunity to acquire a listed château—both a residence and a symbolic asset for their activities.

Timing is tight: the acquisition must close before the sale of a major stake that will provide most of the liquidity.

Hipparchus structures a bridge loan backed by existing financial assets and future cash flows: valuation work, debt sustainability analysis, and exit scenarios (bank refinancing, asset sale, portfolio reallocation).

We align covenants, the guarantee stack, and the risk level acceptable to each decision-maker.

Beyond a simple “yes/no” on financing, we integrate the operation into the broader wealth roadmap: liquidity impact, coherence with the global allocation strategy, and governance around an emblematic asset.

Outcome: a secured, readable financing embedded in a long-term wealth plan.

A client wishes to allocate a meaningful part of their fortune to support architecture and the transmission of craftsmanship.

The intent is clear, yet execution is not: which vehicle, which governance, and which long-term rules to preserve the original vision?

Hipparchus acts as an interface between the client, advisors (lawyers, notaries, tax specialists) and future foundation partners.

We help formalise the foundation’s mandate: scope, selection criteria, geography, annual commitment, and alignment with the wider wealth strategy.

Financially, we structure a dedicated pool with an investment policy matching the foundation’s horizon and acceptable risk level.

Institutionally, we contribute to a clear governance: board, voting rules, family role and independent experts.

Here, the role goes beyond technique: giving durable form to a conviction, making it legible to third parties, and carrying it through time.