Helping families navigate the conversations that matter
Independent facilitation for families navigating transition, succession and intergenerational change
Why SOVIA ?
Beyond wealth, there is a family story.
A family can have a carefully structured succession plan, yet still face difficult questions.
Who is ready to take over? Who feels responsible for preserving the family legacy? How can the next generation find its own place without disappointing the previous one?
Behind decisions about wealth, ownership and succession lie personal aspirations, family histories and expectations that are not always openly expressed.
Sovia was founded on a simple conviction: successful family transitions require more than sound financial and legal structures. They also require understanding between people.
Sovia works with entrepreneurial and wealth-owning families to address the human dimension of intergenerational transitions.
Our purpose is not to tell families what to decide, but to help them understand one another well enough to move forward.
MEET THE FOUNDER
Bridging wealth, generations and cultures.
With over 20 years of experience in investment and private wealth, Bo Huang has built trusted relationships with institutional investors, family offices, entrepreneurs and families across Europe, from London and Paris to Switzerland, Luxembourg and Monaco.
French-Chinese, with more than 25 years of international experience, she brings a cross-cultural perspective to the complexities of wealth, succession and intergenerational expectations.
Her conviction is simple: successful wealth transmission requires not only preparing assets and structures, but also preparing people.
Combining her financial expertise and Multi-Family Officer qualification with an understanding of family dynamics, intergenerational patterns and sophrology, Bo founded Sovia Generations to help families navigate sensitive conversations, bridge generational differences and build shared understanding.
Credentials & Engagements
CFA Charterholder · Multi-Family Officer (AUREP/AFFO) · Certified Sophrologist
President — France–Hong Kong Business Association, connecting business communities across Europe and Asia.
Delegate & Mentor — ESCP TogetHER, supporting women's leadership and professional development.
Languages: Mandarin · French · English
“We spend considerable time preparing assets for the next generation. I believe we should devote just as much attention to preparing generations for one another.”
— Bo Huang
Bo Huang, CFA
OUR DISTINCTIVE APPROACH
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Sovia brings together complementary perspectives to support meaningful family transitions.
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Understanding the context behind family decisions.
Combining financial expertise with international experience, Sovia recognises how wealth, ownership, cultural values and differing expectations shape family relationships and succession decisions.
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Making the invisible more visible.
Using genograms, family narratives and the concept of invisible loyalties, Sovia helps families explore inherited roles, unspoken expectations and recurring patterns that may influence present decisions.
These tools support reflection and dialogue, rather than therapy, helping each generation identify what to preserve, evolve or redefine.
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Preparing individuals before bringing generations together.
Through confidential individual conversations and, where appropriate, selected sophrology techniques, Sovia helps family members gain clarity, emotional readiness and confidence ahead of sensitive discussions.
This creates the conditions for more constructive dialogue and shared understanding.
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We cannot change a family's past, but we can help its members understand its influence — and make more conscious choices for the future.
Complementing wealth expertise with the human side of succession.
Lawyers, notaires, family accountants and other trusted advisers play a central role in protecting family wealth and structuring its transmission.
Yet some of the most delicate challenges arise before legal agreements are signed or governance frameworks are implemented.
Family members may disagree about their roles, hold different expectations of fairness or struggle to express their aspirations openly.
Sovia works alongside professional advisers to help families prepare for these conversations.
WORKING WITH TRUSTED ADVISERS
A Collaborative Approach Where Sovia Adds Value
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Preparing family members for changes in ownership, leadership or responsibilities by exploring individual expectations and potential areas of misunderstanding.
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Helping younger family members articulate their aspirations, develop their sense of responsibility and participate more confidently in discussions about the family legacy.
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Facilitating conversations about shared values, roles and decision-making principles ahead of family councils, family charters or governance initiatives.
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Providing a neutral and confidential setting for discussions involving differing perspectives, recognition, responsibilities or generational expectations.
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Supporting dialogue across cultural and generational differences, particularly when families have different approaches to authority, independence and succession.
A lasting legacy is not only about preserving what previous generations have built.
It is about giving each generation the understanding, confidence and freedom to contribute to what comes next.
Get Started
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