Independent Family Office Advisory

Preserving your wealth
is a family matter

Two generations of advisory experience. One commitment: acting as the trusted coordinator of your family's financial life.

How It Works
Your financial conductor

You have a tax advisor, a lawyer, a banker. Each is skilled individually. We coordinate them under one trusted relationship.

01
Consultation

A complimentary 60-minute meeting to understand your financial situation, family structure, and specific needs.

02
Strategy

A tailored coordination plan with clear deliverables and engagement with your wider advisory team.

03
Ongoing Review

Quarterly reviews, annual reassessment, and continuous monitoring as your circumstances evolve.

Advisory Services

Six practice areas to coordinate every dimension of your family's financial life.

01
Family Office Coordination

Comprehensive financial coordination. We analyse your structure, coordinate your advisors, and facilitate access to regulated services.

02
Governance & Succession

Family Charter development, succession planning under Romanian law, next-generation preparation, and governance facilitation.

03
Cross-Border Structuring

Optimal holding structures across jurisdictions. DTT analysis, Luxembourg vehicles, and Romanian tax optimisation.

04
Regulatory & Compliance

MiFID II classification, AIFMD2 implementation, KYC/AML documentation, and ASF regulatory support.

05
Due Diligence & Vetting

Counterparty investigation, opportunity assessment, and fund manager verification with written reports.

06
Transaction Intermediation

Execution through licensed entities. Order placement, settlement coordination, and custodian management.

Two generations.
One mission.

Over forty years ago, Alexandru Elian walked onto the trading floor of the London Metal Exchange. Today, his son Charles brings the modern architecture of European institutional finance. Together, they built Elian Partners to serve families who deserve independent, cross-border advisory built on trust.

Meet the team
Alexandru Elian
Alexandru Elian
Founding Partner
Charles Elian
Charles Elian
Founding Partner
Perspectives from our founding partners

Commentary on capital markets, regulatory developments, and the forces shaping European family wealth.

Capital Markets
"It will be much harder for us if private capital leaves and rates rise"
Alexandru Elian · Read article →
Exchange Governance
"I do not believe the BVB will succeed as an independent exchange"
Alexandru Elian · Read article →
Fund Structuring
On capital markets, fund structuring, and EU regulation
Charles Elian · Watch interview →
View all insights
Get Started
Your initial consultation is complimentary

A 60-minute introductory meeting. No cost. No obligation. All discussions in strict confidence.

Schedule a consultation