Offering
REPORTING, CONTROL AND MONITORING: LET THE DATA SPEAK
(‘METEN IS WETEN’)
We custom-design every aspect of the reporting, controlling and monitoring process to fit the unique needs of your family. We are human and AI driven, as we not only digitalize but also sound-check assets and managers. Our roots dig deep into the corporate world and its procedure, reporting and controls.
Offering
CORPORATE FINANCE: INGENIOUS CREATIVITY
Thanks to our extended expertise, experience and network we originate, advice, structure and close various types of corporate finance transactions internationally. We have a proven track-record of deals in various industries and countries,
on which our stakeholders will testify that we took their best interest to heart at every step of the process. Some topics we tackle: direct and alternative investments, exits & clean-ups, art & treasure assets, asset-based lending, co-investment deals, board representation (ex. direct investments).
Offering
THE RESCUER: FROM EMERGENCY TO BETTER RESILIENCE
Time and again, families face dilemmas or emergencies. As a result of our extensive experience in solving special situations, we are well-equipped to handle these tactfully and thoroughly. Being it security, forensics or liquidity issues, we handle many delicate and urgent matters with full discretion. But we like to go beyond that. Our holistic perspective, which considers the family’s global balance and structural aspects, enables us to suggest long-term solutions, with the aim to embed more resilience in the family functioning for better wealth preservation.
Offering
GOVERNANCE AND INVESTMENT STRATEGY: MAPPING WEALTH RIGHTFULLY
All families are unique, singular. Yet they are mostly facing the same issues: governance, transition, investment strategy and monitoring. By exploring the family’s legacy, its vision, and how to best balance human, intellectual, social and economic investments, we bring about purpose to generate sustainable success.
We can then assist the family in clarifying its’ governance and investment strategy.
We define a red line through family charter and its wealth structure. We draw boards, structures and procedures. We put asset managers under competition and organize investment, treasure and philanthropic programs. We map, orchestrate and monitor.
Offering
FAMILY ADVISOR: GUIDE & GUARDIAN
We benefit from long-term close and trusted relationships with our families.
Be it either by stewarding the younger generations, counsel the Principal, working actively the executives, or taking board seats, we are here to share our own families’ personal and professional experiences. We bring inner treasures for generations.