OVERVIEW

We act as caretaker and architect of your financial world, working on your behalf, not selling products.

what we do

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  • Item description
Book

Strategic Asset Allocation (SAA)

Help to build a resilient investment framework aligned with your goals.

Private Markets Access

Identify and propose direct or fund-based investments in private equity, private credit, or venture.

Banking Relationship Management

Support with selection, negotiation, and monitoring your banking partners.

Tax and Legal Coordination

Guide the structuring process of your wealth effectively in collaboration with your legal and tax advisors.

Tailored Advice

Always responsive, always on your side and never tied to sales or products.

Wealth Manager Selection

Propose, evaluate, and oversee selected external asset managers.

Controlling & Monitoring

Provide independent oversight and performance monitoring.