From Operating Business
to a Diversified Portfolio.

Independent advice for entrepreneurial families across business, transactions, wealth and direct investments.

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WHAT WE DO

Our Five Elements of Value Proposition.

Runa Advisors connects liquid wealth management, operating know-how, transactions, wealth planning and direct investments into one family-office perspective.

01 Wealth & Asset Management Liquid assets

Independent coordination of banks, managers, reporting and risk view for the family’s liquid wealth.

 02 Operational Hands-on support

Interim CFO/CRO, active board support, restructuring, carve-outs, IPO preparation and trade-sale readiness.

 03 Transactional Major transitions

M&A, IPO, trade sale or merger support from buyer outreach to negotiation, closing and proceeds management.

 04 Wealth Planning Legacy & structure

Succession, next generation, legal, tax, trust, fiduciary and financing topics coordinated with specialists.

 05 Direct Investments Private opportunities

Runa Direct Investments, club deals, co-investments and active representation of direct portfolios.

OUR FOCUS

A Complete
Family-Office Perspective.

We support entrepreneurial families before, during and after major transitions.

Our work starts where an operating business, a transaction and a family balance sheet begin to influence each other. We connect strategic decisions, proceeds management, wealth planning and direct investments into one coordinated picture.

Operating Business Transactions Portfolio Legacy
Meet the Team

WHO WE ARE

Operating Experience.
Transaction Expertise.
Family-Office Perspective.

The team combines private banking, single-family-office leadership, operating roles, direct investments and transaction experience.

Stefan Muelheim

Stefan Muelheim

Partner

  • 30+ years in Family Office and UHNW Advisory.
  • Advises entrepreneurs on wealth growth, structuring and transitions.
  • Board-level experience from a global investment bank.
  • Hands-on leadership of single- and multi-family office structures.
  • Track record in governance, asset allocation and cross-border situations.
  • Trusted sparring partner across Switzerland, Germany, the UK and Europe.
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Michael Sieghart, CFA

Michael Sieghart, CFA

Partner

  • POK Holding AG: Group CFO for a large Swiss based Family Office.
  • Speedinvest, Vienna: CFO/COO of a leading European Venture Capital Fund.
  • CFO of a major SFO portfolio company with successful IPO.
  • CEO of SFO, a Vienna based single family office.
  • Petrus Advisers LLP, London, Activist L/S and Private Equity Investments, Partner & CFO.
  • Deutsche Bank, Managing Director DWS.
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Christopher Knothe

Christopher Knothe

Partner

  • DIX Global, Family Office centric direct investment / club deal platform in JV with two Single Family Offices.
  • Focus on direct investments (VC/PE/PD and real assets) globally, debt solutions, financing and banking service solutions for Family Offices and entrepreneurial families.
  • Senior Advisor for 3 international Single Family Offices (succession planning, wealth & tax planning, alternative investments).
  • Former Managing Director at Swiss Private Bank, managing P&L of 2.5Bn in AuM.
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Ruben Donath

Ruben Donath

COO

  • Strategic advisor and digital consultant.
  • Early stage start-up advisor.
  • Fintech interim Head of Marketing.
  • UBS AG, Zurich - Senior Marketing Director Sustainable & Impact Investing.
  • UFA AG, Berlin - Head of Entertainment Marketing & Business Development.
  • Global network to Hollywood entertainment intellectual property’s.
  • Sustainable and plant-based food tech advocate for many years.
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THE RUNA NETWORK

Swiss-Based.
Globally Connected.

Independent thinking, entrepreneurial experience and trusted relationships across markets and generations.

350+Families &
Partners
35+Years in
the Industry
250+Qualified Service
Providers
CHBased in Zug.
Globally Connected.