Mergers and acquisitions
You manage your own business and plan to acquire a competitor, or plan to sell your business or pass it on to the next generation. We’ll select the best advisors to support you every step of the way.
Our services
Like many business owners, at some point in time you’re likely to face strategic, operational or personal questions in relation to your business. Our specialists will guide you in achieving whatever goals you set.
Advising on acquisitions
We can help you choose the best partner for your acquisition, market positioning, business diversification or innovation drive, and advise you on a financing strategy.
Advising on disposals
Together with our business partners, we are here to help you sell your business and can also help your buyer raise the necessary funds.
Valuations
Our partners and ourselves can help you maximise the value of your business in a transactional, tax or legal context.
Due diligence
Working with our business partners, we can review your business to identify risks, understand its value drivers and assess future profits and earning power.
Our customised solution
Independent, seasoned advice
We use our network of contacts to provide multi-disciplinary expertise tailored to all sizes of company and all business sectors.
Long-term planning
We’re attentive to your goals and help you plan ahead to ensure your assets can flourish and your business can develop healthily in the long term.
Contact us
Advisory mandate
Even more than providing a comprehensive suite of wealth management services, we seek to build a privileged relationship with each of our clients aimed at fully achieving their objectives.
Discretionary investment mandates
By signing a discretionary investment agreement, you hand over the management of your investments to us.
Tax and estate planning
Wherever you live or wherever your assets are located, we can help you find and implement solutions tailored to your individual circumstances.
Financial and retirement planning
Whether you’re employed or self-employed, financial planning and occupational pension provision are essential to protecting your assets and funding your retirement, or providing for your loved ones in the event of death or disability.
Family office services
We help you and all your family members manage and administer your family wealth from a holistic perspective.
Multi-bank consolidation services
Wherever your assets are held, we offer an integrated solution that brings them all together in one multi-bank consolidation resource.
Property services
Buying, selling, financing and managing property assets requires expertise and outside help. Our property specialists can help you attain all your objectives.
Financing advisory
As wealth architects, we take into account all your circumstances, come rain or shine. We design and instigate structured, tailor-made financing solutions. Flexibility is central to our planning.
