Wealth Strategies

• Private equity and venture capital for higher returns and diversification
• Private credit, hedge funds, and real assets (e.g., infrastructure, farmland)
• Real estate (direct and through REITs) for income and appreciation
• Art, collectibles, and digital assets (NFTs, crypto) for strategic exposure

The business acquisition, succession / exit planning is among our top Alternative Investment strategies.

• Buy-sell agreements, key-person insurance, and governance planning
• Recapitalization or partial sales to diversify wealth while retaining control
• Structured exit strategies such as: mergers and acquisitions M&As, initial public offerings IPOs and employee stock option plans ESOPs)

Mergers & Acquisitions propel business growth beyond its organic potential.

• Strategic allocation across equities, fixed income, real estate, private equity, and alternative investments
• Geographic diversification to hedge country-specific risks
• Dynamic rebalancing based on macroeconomic trends and personal goal

• Trust structures (revocable, irrevocable, dynasty trusts) to transfer wealth while reducing estate taxes
• Family foundations for philanthropic goals and family governance
• Life insurance for estate liquidity and tax-free wealth transfer
• Gifting strategies using annual exclusions and lifetime exemptions

• Residency and citizenship planning (Golden Visas, tax-friendly jurisdictions)
• Cross-border structuring to optimize tax and legal exposure
• Offshore banking and trusts for privacy, protection, and regulatory arbitrage

• Ensuring sufficient liquidity to meet capital calls, emergency needs, and lifestyle expenses without disrupting long-term investments
• Using lines of credit or securities-backed lending for tactical liquidity

• Use of tax-advantaged structures (e.g., IRAs, 401(k)s, municipal bonds, offshore trusts)
• Harvesting losses to offset capital gains
• Deferral strategies (e.g., opportunity zones, 1031 exchanges)
• Charitable giving via donor-advised funds, charitable trusts for deductions

• Insurance planning (life, liability, umbrella, long-term care)
• Asset protection using LLCs, trusts, and international structures
• Hedging strategies through options, derivatives, or safe-haven assets (gold, treasuries)

• Impact investing in ESG or mission-aligned ventures
• Program-related investments (PRIs)
• Philanthropic trusts and foundations for lasting social impact and tax benefits