Winner Zone

Reaching New Heights Together

Professional Financial Services

Asset Management

Personalized asset allocation strategies
Discretionary investment accounts
Risk management
Execution of investment product transactions

Family Office

Wealth succession planning
Establishment of trust accounts
Personal and family insurance
Global tax consulting

Banking Industry

Asset financing
Market risk hedging solutions

Wealth Management Services

Trust

Drafting of trust declaration
Selection of an appropriate trustee for individuals

Wealth Management

Discretionary investment accounts
Asset allocation
Personal and family insurance
Wealth succession planning

Financing Solutions

Private equity funds
Corporate financing
Initial Public Offering (IPO)
Mergers and Acquisitions (M&A)

Specialized Investment and Immigration

Investment immigration plans
Real estate agency - mortgage consultation
Special investments

Family Wealth Institutionalization

Client Consultation

Understand client's wishes for estate planning

Advisory Consultation

Collaborate with personal, legal, and tax advisors to assess trust assets

Letter of Wishes

Assist in drafting letters to inform trustee and client of changes

Service Provider Identification

Recommend secure administration providers for continuity

Wealth Protection

Assist in drafting letters to inform trustee and client of changes

Assets Consolidation

Organize assets into specific structures to avoid probate, optimize taxes, and protect assets

Investment Management

Potential appointment as investment manager or family office gatekeeper to execute investment strategies aligned with client's goals and risk tolerance

Featured Partners