We collect and organize your capital history so that it is fully clear to compliance. Our team of lawyers and financial analysts reconstructs cash flows, links income to assets, prepares supporting documentation, and manages communications with the bank or regulator.
We combine legal and financial expertise. We develop an investment policy, select platforms, define asset class allocation, establish instrument selection criteria, and set rebalancing rules. We integrate the portfolio into your overall asset structure and SoF/SoW requirements.
We combine tax expertise with the legal architecture of assets. We model scenarios, choose the optimal ownership and income distribution structure, and set up the calendar and documentation.
