Clarity for
every decision.

Portfolio advisory and consolidated reporting help clients understand their investments across banking relationships and asset classes.

• Portfolio advisory
• Consolidated investment reporting
• A view across banking relationships

Advice on income-generating property, development projects and real estate financing, with observed projects across the United States and Europe.

• Income-generating properties
• Development projects
• Real estate financing

Coordination of legal and tax advice with external specialists, including entity structure and company establishment.

• Coordination with legal and tax specialists
• Entity structuring
• Company establishment

Family governance, succession and estate planning, including guidance on the establishment of trusts and foundations.

• Family governance and succession
• Estate planning
• Trusts and foundations

Bank selection, account opening, KYC and AML documentation, compliance support and guidance in managing banking relationships.

• Bank selection and account opening
• KYC, AML and compliance documentation
• Ongoing banking relationships

Investment advice, product structuring with banks, and access to private equity and venture capital funds, real estate and other shareholdings.

• Private equity and venture capital funds
• Product structuring with banks
• Real estate and other shareholdings