Advisory Areas

Business, shareholders, wealth and family.

The permanent competences of the Private Office, with the concrete situations in which each one intervenes.

Business & Strategic Advisory
01 — Advisory Areas

Business & Strategic Advisory

Advisory to owners and business leaders on the direction, performance and future of their companies. The Private Office advises the owner and can coordinate execution, without necessarily taking on operational management.

  • Business strategy & strategic planning
  • Business growth & expansion
  • Business model & profitability review
  • Operational performance & transformation
  • Corporate restructuring & turnaround
  • Business development & strategic partnerships
  • International expansion & cross-border strategy
  • Business succession & continuity planning
CEO & Board Advisory
02 — Advisory Areas

CEO & Board Advisory

Private advisory to CEOs, chairs, directors and owners who carry leadership and decision-making responsibility — grounded in twenty-five years of executive experience.

  • Private CEO advisory
  • Board & governance advisory
  • Executive decision support
  • Leadership & organisational effectiveness
  • CEO succession & leadership transitions
  • Board structure & effectiveness
  • Stakeholder & power dynamics
  • Executive sounding board
Shareholder Advisory
03 — Advisory Areas

Shareholder Advisory

Protecting and organising the strategic interests of shareholders, partners and owners. Legal documents and legal representation are provided by qualified professionals, where applicable.

  • Shareholder strategy & advisory
  • Ownership & control structures
  • Shareholder relations & governance
  • Coordination of shareholder agreements
  • Shareholder conflicts & negotiations
  • Ownership succession & transfers
  • Shareholder liquidity & exit planning
  • Shareholder representation & strategic negotiations
Wealth & Investment Advisory
04 — Advisory Areas

Wealth & Investment Advisory

A global view of the client’s wealth — its organisation, preservation and strategic coherence with personal and family objectives.

  • Private wealth strategy & organisation
  • Consolidated wealth & asset oversight
  • Wealth preservation & capital planning
  • Investment governance & oversight
  • Coordination of banks & wealth managers
  • Real estate & private asset oversight
  • Liquidity & capital events planning
  • Cross-border wealth coordination

The Private Office coordinates wealth strategy and oversees providers. Personalised recommendations on financial instruments, portfolio management or other regulated activities depend on the qualifications and authorisations required by law.

Family & Legacy Advisory
05 — Advisory Areas

Family & Legacy Advisory

Advisory to business families and families with significant wealth on organising their interests and preparing the future across generations.

  • Family governance & advisory
  • Family wealth organisation
  • Succession & legacy planning
  • Intergenerational wealth transition
  • Family business governance
  • Coordination of family constitutions & protocols
  • Next-generation preparation
  • Family office structure & coordination
Special Situations
06 — Advisory Areas

Special Situations

Confidential interventions of high complexity, urgency or impact — business, financial or family. Engaged through specific mandates, with objectives and responsibilities defined in advance.

  • Business crisis & strategic response
  • Corporate & shareholder disputes
  • Financial distress & restructuring coordination
  • Sensitive negotiations
  • Complex ownership & succession situations
  • Strategic transactions & special projects
  • Reputation & stakeholder risk coordination
  • Confidential decision & resolution support
07 — Strategic Coordination & Oversight

One counterpart for everyone involved.

A competence that runs through every area of the Private Office.

Within the agreed mandate, the Office coordinates banks, advisers and specialists on the client’s behalf, while each keeps its own legal and professional responsibility.

Banks and private bankers

Coordinate relationships and follow information and commitments

Wealth managers

Oversee mandates, reporting and strategic alignment

Lawyers

Coordinate legal matters and follow execution

Tax advisers

Align tax planning and implementation

Accountants and auditors

Integrate financial information and flag relevant issues

Company managers

Follow results, objectives and strategic decisions

Real estate advisers

Coordinate the external analysis and management of assets

Specialist advisers

Select, bring in and follow specific expertise

Private Enquiries

An area rarely arrives on its own.

The first meeting establishes which ones are brought in, and in which form of engagement.

Request a private meeting