Six practice areas to coordinate every dimension of your family's financial life.
Comprehensive financial coordination. We analyse your structure, coordinate your advisors, and facilitate access to regulated services.
Family Charter development, succession planning under Romanian law, next-generation preparation, and governance facilitation.
Optimal holding structures across jurisdictions. DTT analysis, Luxembourg vehicles, and Romanian tax optimisation.
MiFID II classification, AIFMD2 implementation, KYC/AML documentation, and ASF regulatory support.
Counterparty investigation, opportunity assessment, and fund manager verification with written reports.
Execution through licensed entities. Order placement, settlement coordination, and custodian management.
A 60-minute introductory meeting. No cost. No obligation. All discussions in strict confidence.
Schedule a consultation