Financial concierge and family office coordination in Romania

Your wealth
is a family matter

One adviser on your side of the table, coordinating the legal, tax, banking, and structuring decisions behind your family's wealth. In Romania, across the EU, and across generations.

As featured in
Ziarul Bursa Aleph Business Tokero
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When we can help

  • You are considering selling your business

    We coordinate your and your family's preparation with legal, tax and banking specialists, so you know which questions need answering and who will take each one forward.

  • Your family and assets span several countries

    We bring your holdings and family circumstances into one picture, identify the specialists needed and coordinate the next steps, so you have a clear view of what needs attention and who is responsible.

  • You are preparing to pass responsibilities to the next generation

    We help clarify your family's intentions, future responsibilities and decisions requiring legal or notarial support, so everyone understands what needs to be agreed and what happens next.

  • You are the link between all your advisers

    We bring your advisers around shared priorities, agree responsibilities and follow up on progress, so you spend less time relaying information and chasing updates.

One point of coordination for your family's financial affairs

Your lawyer, accountant, banker and other advisers each handle part of your financial affairs. Their work often depends on decisions and information held elsewhere.

We bring that information together, clarify priorities and coordinate the next steps with the people involved. You have one point of contact to follow progress across the agreed mandate.

Your family
Elian
Partners
LawyerAccountantBankerOther advisers

Bringing a business and personal assets into one structure

An entrepreneur wanted a clearer way to oversee business interests, property and investments, with future succession in mind.

We mapped the assets, income sources and family objectives, then developed structuring options for discussion with legal and accounting advisers in the relevant jurisdictions. The resulting arrangement brought the business and separate property and investment companies under a holding company.

This gave the owner a clearer view of ownership and cash flows, supported by company accounts, and a more organised basis for overseeing the assets.

Two generations. One mission.

Alexandru Elian

Alexandru Elian

Founding partner

Capital markets background

Alexandru's professional background includes portfolio strategy and public equity markets. At Elian Partners, he analyses ownership and asset structures, helps organise the family's information and coordinates discussions with its advisers.

Charles Elian

Charles Elian

Founding partner

Institutional finance background

Charles's professional background includes private equity, investment fund structuring, bond issuance, Web3 and portfolio analysis. At Elian Partners, he analyses financial structures, carries out factual due diligence and coordinates specialist input under the agreed mandate.

At Elian Partners, both founders organise information about the family's affairs, analyse ownership and financial structures, and coordinate the work of specialists. Their responsibilities are set out in the agreed mandate. Personalised investment recommendations and investment decisions under a discretionary mandate belong within a separate engagement with the appropriate authorised provider.

Meet the team

Where a founder participates in delivering regulated investment services, they do so in their capacity at the authorised entity, separately from the Elian Partners mandate.

Specialist expertise, coordinated around you

We work with your existing advisers, specialists from our network or a combination of both, depending on your needs.

We coordinate the specialist work agreed in our mandate. Each specialist's responsibilities and contracting arrangements are identified before work begins. Regulated investment services are contracted separately with the appropriate authorised provider. We help define who handles each part, organise discussions, track agreed actions and follow up through completion.

Marius Stanciu

Buju, Stanciu & Asociații

Marius Stanciu · Founding Partner

Legal advice for complex business decisions

Buju, Stanciu & Asociații supports companies, entrepreneurs and investors with legal advice and representation across business and personal matters.

Founding partner Marius Stanciu advises on commercial transactions, investments, taxation and regulatory questions. His work includes disputes and projects involving fintech, artificial intelligence and digital assets.

How the firm can help

  • Commercial contracts & transactionsStructuring and negotiating agreements, investments and business relationships.
  • Disputes & restructuringRepresentation in commercial disputes and support with financially challenging situations.
  • Tax & regulatory mattersAssistance with audits, disputes and legal requirements affecting business decisions.
  • Technology & digital assetsLegal support for fintech, AI and blockchain projects, including contracts and regulatory considerations.

Working together through Elian Partners

When a family or its business needs specialist legal support, Elian Partners can coordinate an introduction to Marius and the firm, organise the relevant information and follow up on agreed actions. Legal advice and representation are provided by Buju, Stanciu & Asociații under a separate engagement.

Discuss your legal needs
OPES Family Office

OPES Family Office

Family office · Wealth planning

Specialist support for a family’s wider financial needs

OPES Family Office works with individuals and families on wealth planning and financial matters that span investments, banking, business interests and the next generation.

Its services span wealth management, international banking support, treasury and corporate finance, and estate planning.

How OPES can help

  • Wealth planningConsidering financial goals and investment needs within the family’s wider circumstances.
  • International bankingSupport with establishing banking relationships and exploring account options across jurisdictions.
  • Treasury & financingSupport with cash and liquidity planning, banking relationships and financing needs.
  • Estate planningHelping families consider how their assets and wishes fit into plans for the next generation, alongside legal specialists.

Working together through Elian Partners

Where a family needs additional specialist input, Elian Partners can coordinate an introduction to OPES and help define the scope alongside existing advisers. We organise information and follow up on agreed actions. Any regulated investment services are arranged separately with the appropriately authorised provider under its own agreement.

Discuss your family’s needs
Luisa Chelaru

Luisa Chelaru

Notary Public · Notarial services

Notarial support for family and property matters

Luisa Chelaru’s practice supports families with notarial acts relating to inheritance, property, representation and family arrangements.

Ana-Luisa Chelaru has practised as a notary public since 2011. She holds a doctorate in law from the University of Bucharest, with research focused on private international law concerning individuals, inheritance and family.

How she can help

  • Inheritance & willsNotarial succession proceedings and wills.
  • Contracts & family arrangementsNotarial contracts and matrimonial agreements.
  • Powers of attorney & declarationsPreparing formal authorisations and declarations for personal or business matters.
  • Documents for use abroadLegalisations and translations, with apostille or further legalisation services arranged through the Bucharest Chamber of Notaries.

Working together through Elian Partners

Where a family needs notarial support, Elian Partners can coordinate an introduction to Luisa’s office, help organise the requested documents and follow up on agreed steps. The notary determines the applicable requirements and handles the notarial work directly.

Discuss your family’s needs
Victor Grămadă

FBA · Family Business Advisors

Victor Grămadă · Family Business Advisor & NextGen Coach

Planning the next chapter of a family business

Victor helps business families prepare for succession and supports the next generation in finding their own role.

As founder of Family Business Advisors, he draws on personal experience in his family business. He holds the Certificate in Family Business Advising from the Family Firm Institute.

How he can help

  • Succession planningDeveloping a practical plan for the transition of management and leadership.
  • NextGen coachingExploring personal ambitions alongside family expectations and business needs.
  • Preparing the businessClarifying roles, governance principles and operational responsibilities before a transition.
  • Family alignmentHelping family members discuss expectations and prepare for their future responsibilities.

Working together through Elian Partners

For families preparing a business transition, Elian Partners can coordinate an introduction to Victor and organise his input alongside the family’s wider advisory relationships. FBA focuses on succession and next-generation preparation, while Elian Partners coordinates the related work and follows up on agreed steps.

Discuss your family’s needs
Sorin Niculescu

NICULESCU

Sorin Niculescu · Business Law

Legal support for business decisions

NICULESCU advises entrepreneurs and companies on the legal questions behind their operations, transactions and disputes.

Sorin Niculescu is a member of the Bucharest Bar and holds a master’s degree in International Arbitration from the University of Bucharest. His work includes commercial contracts and disputes, with an additional focus on emerging technologies.

How he can help

  • Contracts & business mattersLegal support for commercial agreements, company formation, reorganisation and exits.
  • Real estateAdvice on property transactions, due diligence, planning and permits.
  • Disputes & arbitrationAssistance with negotiations, amicable settlements, arbitration and court proceedings.
  • Intellectual property & technologySupport for brands, software and businesses working with AI or blockchain.

Working together through Elian Partners

When a family or its business needs legal advice, Elian Partners can coordinate an introduction to Niculescu, organise the relevant information and follow up on agreed steps. Legal advice and representation remain with Niculescu under a separate engagement.

Discuss your legal needs
Raluca Andrenacci

Raluca Andrenacci

Family Business & NextGen Mentor

Preparing the next generation of a family business

Raluca helps founders and successors develop a shared direction, clarify their roles and prepare for a gradual transfer of leadership.

She brings more than 20 years of entrepreneurial experience in Romania and her own perspective as a second-generation business leader. She is accredited as a Mentor Practitioner by EMCC Worldwide.

How she can help

  • Successor developmentIndividual mentoring to build confidence, decision-making skills and a personal leadership approach.
  • Working across generationsHelping founders and successors align expectations, share responsibilities and lead together.
  • Finding a role in the businessConnecting a successor’s interests and experience with meaningful responsibilities, pilot projects or new ventures.
  • Family business governanceSupporting clearer roles, decision-making arrangements and the development of independent advisory boards.

Working together through Elian Partners

For families preparing a leadership transition, Elian Partners can coordinate an introduction to Raluca and help define how her mentoring fits within the family’s wider needs and existing advisory relationships.

Selected speaking and media appearances: Forbes CEE Forum · Forbes Power Breakfast · FBN România Annual Conference

Discuss your family’s needs

Coordination services

Structuring and coordination, under one relationship.

Your initial consultation is complimentary

A 60-minute introductory meeting, no cost and no obligation. Everything discussed stays confidential.

Schedule a consultation