Client Profiling
- Define goals, objectives and understanding of investment products
- Goals are divided into Personal (Marriage, Education, Retirement, Philanthropy) and Business (Positioning, Growth Aspirations)
Services: Investment Advisory
Personalized, need-based services for the sustained elevation and protection of our clients' business and family office.
How we work
Advisory Process
Six steps from discovery to disciplined monitoring.
Risk Profiling
- Define risk acceptability for the client with an outlook on preservation and growth
Customized Solutions
- Tailor-made investment solutions based on the understanding of the client's goals and risk profile
Goal Alignment
- Detailed discussions with clients to ensure solutions align with personal and business goals
Investment Choice & Asset Allocation
- Portfolio Risk
Periodic Monitoring
- Disciplined monitoring and rebalancing
What we look for
Selection of Asset Managers
Six criteria we apply when choosing partners on behalf of our clients.
- 1
Expertise in relevant asset classes
- 2
Demonstrated and consistent track record over time
- 3
Fees aligned with performance
- 4
Transparency and Communication
- 5
Relationship oriented rather than transaction oriented
- 6
Disciplined in following articulated investment processes
Comprehensive services
Family Office Overview
Two practice areas under one roof — covering both your private wealth and your business interests.
Private Wealth
Personal
- Long Term Plan / Investment Objectives across Asset Classes
- Equity
- Fixed Income
- Real Estate
- Commodities (including Gold)
- Offshore Investing
- Taxation
- Insurance
- Succession and Estate Planning
- Monitoring / Execution / Reporting
- Philanthropy
Corporate Solutions
Business
- Investment Banking (Mergers & Acquisitions, Raising Funds)
- Taxation
- Legal
- Human Resources
- Banking and Finance
- Foreign Exchange
- Philanthropy
- Intellectual Property
Strategic Consulting
Your Growth Partner
Strategic insights and actionable consulting to help you navigate complex financial decisions and achieve sustainable growth.
Management Services
Advisory and project management
Operational know-how and support
Turnaround assistance
Transaction Support
Transaction structuring
Feasibility studies
Planning and budgeting
Negotiation support
Financial, tax, legal, IPR, HR diligence
Agreed-upon procedures support
Strategic Consulting
Strategic planning
Long- and short-term goal setting
Acquisition, disposal & business collaboration
Financial & Business Consulting
Business model planning
Project feasibility preparation
Direct and indirect tax planning
Due Diligence
Identification of value drivers
Risks and risk-mitigation approaches
Working capital assessments
Internal control evaluation
Executive Support
Planning and budgeting
Risk mitigation support
Corporate governance
IPO support
Business integration support