OUR EXPERTISE
Portfolio Management & Wealth consolidation
​Creating a conflict neutral set-up for clients and partners and making sure interests are aligned.
Structuring bespoke solutions for the clients in various banks, institutions for their specific needs.
Consolidation of assets and monitoring of allocations and risk exposures.
Constant follow-ups with the various service providers in order to make sure all needs are always on track.
Making sure that the services rendered are always in the best price benefit bandwidth in terms of fees and expense ratios.
Private Equity Venture Capital & Real Estate
Making sure that all alternative allocations in the clients’ portfolios are of the highest quality, provide relevant liquidity and fall within the real risk appetite of the partners/clients.
Delivering exclusive, sometimes niche, deals outside of the bankable assets of the partners with top notch companies and projects.
Again, always making sure that interests are aligned and that the partners are not exposed to assets outside of their risk appetite or investment horizon.
Debt and Financing
​Finding and/or creating the right financing structure or debt finance vehicle.
With an international network and a global infrastructure, we are able to find and deliver best fit-for-purpose deal.
very competitive pricing with partners worldwide.
Wealth Planning & Philanthropy and ESG
​Brining structures to life, such as foundations, trusts and underlying onshore and offshore companies to maximize family governance and succession planning.
In order to properly envelope the asset management services, family governance and succession planning we make sure that clients receive the right wealth and tax planning to maximize profits and distribution of wealth.
Because we understand that our partners/clients reach a stage where they wish to give back and because we also understand that they do not only want to leave a set of assets to their next generation but also a set of values and believes, we are constantly generating a dynamic offering shelf with philanthropy and sustainable investing platforms to complete the financially driven portfolios.