and / or allocation
of wealth among family members
Assistance in a secondary
business growth

Audit and review of multi-year investment plans for the company

Sale of the
family business

Assignment of some part
of the wealth management
to the new generation
Creation of risk management systems within business and real estate operations
Corporate restructuring: operational frameworks, governance,
debt renegotiation
Key managers selection
in the organizational framework operating on wealth
Support in the corporate treasury management activities

Allocation of capital
to a number
of industrial initiatives
Extraordinary transactions
on real estate portfolio

Study and investment
in a new entrepreneurial initiative
as a family business