Impartial financial advisors for family wealth and businesses
Clients
Who we work with
We advise family businesses, entrepreneurs and investors with significant wealth who want objective financial advice, with no proprietary products to sell.
We cover your business, financial assets, real estate holdings and private investments in a single relationship, so every decision considers your entire wealth.
Services
Wealth advisory for family business and investors
We structure, protect and grow your wealth: from unbiased selection of private banking products to access to exclusive investment opportunities through our regional network.
01
Tailored portfolios
Financial planning & Investment proposals designed around your goals, with unbiased selection of private banking products and asset managers.
02
Real estate investment
We source and evaluate opportunities, structure transaction vehicles and financing, and coordinate property management.
03
Private equity and venture capital
Investments in private companies and tech startups through special purpose vehicles, with rigorous analysis of every opportunity.
Services
Corporate finance and M&A advisory
We help companies and their shareholders raise capital, buy or sell businesses and make strategic decisions backed by solid analysis.
01
Debt and equity raising
Bank and capital markets financing, bridge loans, debt restructurings and private funds structuring.
02
Mergers & acquisitions
Buyer and target sourcing, negotiation and deal execution, including cross-border transactions.
03
Board advisory
Board creation, independent board membership, and succession planning.
04
Valuation & strategy
Business and project valuation, feasibility studies, return analysis and strategic planning.
Schedule a confidential conversation
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