Advising on your entire portfolio holistically:

Rebalancing legacy assets and considering new investments

Do you own the assets that are aligned with your investment goals?

Lifestyle assets, are they in the right structure for your family?

Crossboarder custom structures for business and private life

First mover advantage is critical, having the edge in business and the opportunity to invest in the growth stages of important companies and technologies of the future.

We offer the opportunity to co-invest together with our family as well as private equity investments and offer Venture Capital insights.

As we believe in the investments we propose we will always have a stake in them as well.

Providing an outside perspective to your overall wealth picture

Stress test assets, looking at Risk analytics and returns respectively

Due diligence on new investments

Operational budgeting for cash flow at risk

Consolidation

Structuring special purpose investment vehicles

Tailored solutions for multi tax jurisdictional exposure

Strategic asset allocation