Client Advisory & Structuring

We provide bespoke advisory services to help clients navigate complex financial landscapes and structure efficient, purpose-driven investment vehicles.

Whether establishing a family investment company, a regulated fund, or a joint venture SPV, we tailor each structure to align with our clients’ legal, tax, and generational wealth objectives.

Our capabilities include:

• Structuring and governance of investment vehicles (SPVs, SIFs, SICAVs, etc.)

• Consolidated reporting across multi-jurisdictional holdings

• Coordination with legal, tax, and fiduciary advisors

• Structuring for intergenerational wealth transfer and philanthropy

• Private deal access and co-investment strategies

We serve as both strategic partner and execution manager, enabling our clients to operate confidently and efficiently across borders and asset classes.