Just as important as achieving success is securing its fruits. Thanks to our experience and cooperation with wealth management and protection advisors in the largest financial sectors, we provide a broad array of advice to fit the needs of individual clients and their families.
What we offer
- We advise individual clients and secure investments made outside their main professional activities and industries where they generate their wealth, including capital investments and debt investments.
- We represent clients' interests during and in connection with their investments, including at company meetings, as creditors, and as parties to shareholder or joint-venture agreements.
- We advise on asset protection through diversification of its location, including setting up companies and other entities in the most attractive jurisdictions, with the assistance of our local advisors.
- We establish and regulate the functioning of investment vehicles for individual clients, including rules for admitting third parties (e.g., family members) and tax optimization.
- We provide advice on succession planning.
- We advise on asset allocation and transfer in compliance with anti-money laundering and counter-terrorism financing (AML) regulations.
Selected experience
- We have established companies in Luxembourg, the United Kingdom, and the Kingdom of Saudi Arabia, among others, as vehicles serving the purposes of our individual clients
- We have executed dozens of debt transactions involving our clients providing low-risk debt financing with a safe LTV (loan to value) ratio, secured by collateral, mortgages, pledges on financial instruments, pledges on shares or assets
- We have completed dozens of capital transactions involving our clients investing in companies at various stages of development, from startups to public companies
- We represented an individual client (HNWI) in an investment in the photovoltaic farm industry through the establishment of several joint venture companies with an industry partner
- We represented individual clients in attractive real estate purchases, and subsequently in organizing the legal status of these properties before their resale or commercialization
Reputation
For years, we have enjoyed the trust and have been advising dozens of individual clients on wealth management, investments, and their personal affairs both domestically and abroad.
