Wholistic Wealth Solutions
business & market strategy;
business case evaluation and adaptation;
new products & trends identification, structuring and launch;
adapted marketing and marketing tools;
white papers, research papers, market studies
Switzerland and Europe-centric business strategy.
* For accredited investors. Lead by external service providers.
portfolio strategy & oversight
asset management
tax and legal advice,
accounting and bookkeeping services
company structuring
formation & management of Trusts, Companies, Foundations
Board representation
Applying the power of our proprietary model, the Private Structured Investment Strategy™, to your specific situation for an optimal solution.
private capital (debt / equity)
financing
project finance
structured investments
sustainable investments
Wealth Planning, Financial Structuring
The personal Investment Office[our unique Multi-Family Office model]* to monitor, consolidate, report and conduct strategic reviews and prepare the Wealth Balance Sheet.