The Partners’ expertise in the fields of institutional consulting, private banking and corporate finance, as well as shipping are applied to optimally meet the specific requirements of wealthy families.
We support our private clients with structural flexibility in:
Wealth Structuring – Structuring of the family’s wealth, trusts & corporate structures
Financial Advisory - Asset Allocation, manager and custodian bank selection, performance monitoring and analysis, risk management, portfolio consolidation
Estate Management – Succession planning, corporate finance and M&A, mandates as trustee or protector