Among our clients are both active owners of large companies, and those who have sold their business for the sake of a quieter life. Both categories of clients may need our support in dealing with complex financial issues that require:
- deep knowledge of international and local regulations and their application;
- understanding the strengths and weaknesses of competing service providers and of various financial instruments;
- protection of confidential information.
We, as a Family Office, are the client’s trusted advisor and thus are able to successfully solve such tasks as:
- formation of the client’s capital history (KYC profile) and opening accounts – both for investments and transactions;
- asset or business structuring;
- support of mergers and acquisitions transactions of both the seller’s and the buyer’s side;
- comprehensive solution of issues related to the taxation of investment operations, etc.