Services

Our Areas of
Practice

Over two decades, our approach has been shaped by direct involvement in complex financial and cross-border situations.

Our work is organised around four areas of practice, each reflecting long-term experience, senior-level engagement and disciplined execution.

Our Core Services at hand

Strategic Advisory
Cross-Border Structuring
Direct Investments
Private Office

Strategic Advisory

When entrepreneurs and families face decisions of lasting consequence — a transfer of ownership, a strategic acquisition, a fundamental change of direction — the quality of counsel matters as much as the quality of capital. We advise a limited number of principals, bringing senior-level judgment, discretion and sustained involvement to each engagement.

We advise on:

Ownership Transitions

Guiding principals through the transfer of control — preserving value, continuity and the relationships that sustain a business across generations.

Acquisitions & Expansion

Supporting transactions at every stage — whether pursuing a strategic acquisition, entering a new market or preparing a business for sale — with independence and senior-level engagement.

Shareholder Governance & Continuity

Bringing clarity and long-term stability where ownership structures, competing interests or generational transitions require careful coordination.

Direction & Positioning

Providing the clarity and analytical framework required when direction, positioning or operating models require fundamental repositioning.

Private Opportunities

Creating access to exceptional situations and relationships where discretion, relevance and timing are decisive.

Cross-Border Structuring

For principals whose lives, assets and ambitions extend across multiple jurisdictions, legal and fiscal coherence must be designed with precision. We structure and coordinate frameworks that integrate ownership, regulatory and personal considerations into a single, durable whole — serving as the integrating layer between legal, tax and financial advisors across jurisdictions.

We structure and coordinate:

International Holding & Ownership Structures

Designing holding frameworks for assets, businesses and family interests across jurisdictions — with clarity of ownership, governance and long-term continuity.

Jurisdictional Coordination & Regulatory Navigation

Mapping legal, fiscal and regulatory environments across jurisdictions — ensuring coherence between structures, local frameworks and external advisors.

Cross-Border Transaction Support

Supporting cross-border transactions from structuring through execution — coordinating financial, legal and operational dimensions across multiple jurisdictions.

Succession & Transmission Planning

Structuring succession and transmission arrangements for families and assets across generations — preserving continuity, long-term stewardship and family alignment.

Laurent Grasso - Anechoic Wall, 2011

Curation : Santiago Rumney-Guggenheim

Direct Investments

We deploy capital directly across real estate, operating businesses, hospitality and technology ventures — drawing on a proprietary network built through decades of active market involvement across Europe, the Middle East and North America.

Every position reflects a disciplined view on value, control and operational substance. Where interests align, we co-invest with our clients, ensuring full alignment of interests from the outset.

We invest across:

Residential & Commercial Real Estate

Direct investment in residential and commercial properties across selected markets, with a disciplined focus on long-term value preservation, income generation and capital appreciation.

Hospitality Assets & Operating Platforms

Investment in hotels, restaurants and hospitality operations — combining capital deployment with direct operational involvement.

Corporate Equity in Aligned Sectors

Selective equity stakes in privately held businesses across sectors where our network, operating perspective and long-term horizon contribute beyond capital alone.

Innovation & Technology Platforms

Exposure to carefully selected digital platforms — from infrastructure to frontier applications — where our operating proximity and international reach contribute beyond capital alone.

Direct Positions

Capital deployed with conviction, discipline and direct control through long-term ownership rather than passive allocation.
Co-Investment

Investing alongside selected partners and clients with aligned interests, shared exposure and long-term participation through execution.
Proprietary Access

Opportunities sourced through long-standing relationships and active market involvement rather than broadly marketed processes.

Private Office

Beyond transactions and structures lies the ongoing architecture of long-term interests, ownership continuity and personal affairs. We support the integration of individual and corporate dimensions across ownership, governance, family organisation and intergenerational matters — ensuring that each operates with the same continuity, discretion and precision that define the practice as a whole.

Our work covers:

Ownership & Governance Structuring

The establishment and ongoing management of holding structures, family offices and operational entities — including company formation, accounting and regulatory administration — handled with the discretion and rigour they require.

Lifestyle & Family Office Coordination

The personal and operational facets of internationally active lives require continuity, coherence and trusted oversight. We assist across travel, residences, education, health and household organisation — providing discreet stewardship across the human dimensions that accompany internationally active families, ownership structures and demanding professional lives.

Art Advisory & Cultural Strategy

We advise at the intersection of art, culture and long-term patrimonial thinking — supporting clients on collection strategy, acquisition and disposition, and connecting them with a curated international network of institutions, curators and cultural figures. Art is approached both as cultural expression and as a long-term asset.