Services

Architecture for capital, protection, and continuity — built around your family’s goals.

Reputation Management & Compliance

«A single line in open sources can change not only the course of a deal, but also the reputation, partnerships, and resilience of the entire family.»

Media profile

Building a reputation dossier: biography, positioning, factual record, and key narratives for publications, investors, and information partners.

International database monitoring

Analysis and correction of entries in systems such as World-Check, Dow Jones, Refinitiv, and others, with focus on risk flags, statuses, and interpretations.

Due diligence on partners & assets

Independent checks of counterparties and structured entry or ownership of assets, with legal, tax, reputational, and regulatory risk analysis.

Succession Planning

«The true purpose of wealth is to create opportunities for the next generation to realize their potential—not to shield them from life.»

Family constitution development

Codifying goals, values, decision-making principles, and governance mechanics as the foundation of long-term resilience.

Capital-transfer mechanisms for future generations

Inheritance structures that consider legal, tax, and emotional factors—from trusts to family agreements.

Financial preparation of heirs

Education programs, individual guidance, and hands-on involvement to pass on not only assets but also responsibility.

Capital & Investment Management

«Your capital—within a system that reflects the goals of the entire family.»

Strategic asset allocation

Building a balanced investment architecture that accounts for family structure, jurisdictions, and risk tolerance.

Access to private funds & alternatives

Curated opportunities beyond public markets: private equity, club deals, direct investment funds, fine art, and more.

Manager oversight & performance monitoring

Independent assessment of external managers, regular performance reviews, and transparent reporting.

Lifestyle Services

«Lifestyle as a continuation of family traditions.»

Private travel arrangements

Personal itineraries, private residences, security, and cultural discretion—from transfers to dinner.

Sourcing prime real estate & art

Purchase, lease, deal support, and expert valuation: private homes, collectible assets, investment-grade objects.

Access to private clubs & communities

Integration into trusted circles: investment, cultural, and academic.