Where analytics meet creativity
STRATEGIC ASSET RETENTION
€8.8B next generation wealth strategy
Challenge €8.8 billion at risk of outflow during generational wealth transfer across 145 families over 10-year horizon
Approach Portfolio analysis to identify succession risk, multi-dimensional risk assessment (16 factors), designed new customer segment offering removing traditional barriers, created 10-year phased engagement framework
Result Projected €6.6-7.5B asset retention over 10 years (75% reduction in outflow risk), established relationships with next-generation heirs before competitors, €100M retained in early succession cases
MARKET ENTRY & BUSINESS BUILDING
Building Denmark's first student accessible polo club from zero to capacity
Challenge Enter undefined market for polo instruction in Denmark with no existing infrastructure, unknown demand, or comparable business models
Approach Market research and validation, service offering and pricing design, multi-channel go-to-market strategy, team building and operational systems development
Result 45,000+ unique views generated, 100% capacity utilization within first year, sustainable business model validated, Denmark's first student accessible polo training program established