PRIVATE WEALTH & DEALS ADVISORY
01
Private Wealth and Family Office Services
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Governance framework design including development of Family Vision, Values Objectives, Succession Planning, Training and Education of Family members
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Wealth/Financial Planning and Wealth Structuring for asset protection
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Asset-Liability and Cash Flow Analysis
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Retirement, Inheritance and Estate Planning
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Debt and Liquidity Management
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Educational Planning for children
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Portfolio Consolidation and Reporting
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Performance Evaluation and Risk Monitoring
02
Investment Consulting Services
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Portfolio Health Check Service
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Investment strategy and policy design and implementation
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Strategic Asset Allocation and portfolio optimal strategy design
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Investment Manager and Bank due diligence and evaluation
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Liquidity Management Strategies
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Portfolio Monitoring and Rebalancing
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Portfolio trading cost analysis and oversight
03
Deals Advisory Services
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M&A transaction advisory services on buy and sell side transactions
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Bespoke feasibility studies and Investment Memorandum
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Valuation, Modelling and Structuring of investment opportunities
