Private Clients
Wealth is inherited. Legacy is built.
Most think in quarters. We help you think in generations.
What We Do
Three Pillars of Comprehensive Wealth Advisory
01
Real Estate & Private Equity
Direct access to institutional-quality investment opportunities across emerging and developed markets.
- Direct investments into single assets
- Co-investments alongside established operators
- Fund allocations with preferred access
- Emerging market opportunities (Africa, Middle East, Asia)
- Developed market exposure (Europe, North America)
02
Investment Strategy
Working directly with you, your CIO, or investment team to design comprehensive allocation frameworks.
- Portfolio allocation and asset mix optimization
- Thematic investment themes and sector exposure
- Strategic acquisition advisory based on core business synergies
- Risk management and diversification analysis
- Ongoing market positioning and rebalancing guidance
03
Structuring & Tax Optimization
Cross-border structures designed for operational efficiency and multi-jurisdictional compliance.
- Holding company establishment and domicile selection
- Trust and foundation structures
- Offshore jurisdiction setup and optimization
- Transfer pricing frameworks
- Operating business tax-efficient structuring
Our Approach
An extension of your team
We work alongside you as a trusted partner. Whether you have an established investment office or are building one, we provide the expertise, access, and strategic guidance to optimize your wealth across generations.
- Direct access to deal flow typically reserved for institutions
- Alignment of interests through co-investment structures
- Multi-generational wealth planning and succession
- Complete discretion and confidentiality
10+Years of Experience
5Jurisdictions
$6.5B+Aggregate AUM
20+Family Offices Served
Begin a Conversation
Ready to discuss your objectives?
Schedule a confidential consultation to explore how we can support your wealth strategy.