Our services are founded upon four pillars.

PRIVATE FAMILIES

Select financial advisors. Guidance on accounting, life insurance, and legal advisors. Review current investments. Setup and manage family meetings.

family offices

Creation and setup of family offices. Audit and review current setup. Corporate and family Governance.

Direct Deals

Review and due diligence. Ongoing due diligence. Structuring and negotiating transactions and review business plans.

Education

Business etiquette training. Pitch prep. Interview training. Sales training. Cyber security review.

We do not give tax and legal advice.