Our clients are High to Ultra-High-Net-Worth individuals, most often active or exited Founders/Owners and Senior Executives of established or growth companies in variety of different sectors.

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They come to us for advice and execution on taking their firm to the next growth stage, spining-off a new venture, bringing in a new strategic partner, private debt financing or liquidating their holdings, or support on setting up a personal continuity solution for them.

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We are committed to the highest standards of confidentiality and integrity throughout our firm. As such, due to the sensitive nature of their business we keep information about our clients (past or present) confidential and share any details only at their explicit prior discretion.

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