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You are an entrepreneur, business owner, family business, or family office

You are an entrepreneur, business owner, family business, or family office

You have business financial needs

  • The financing of your business - raising capital, restructuring capital, refinancing a bank loan
  • Valuing your company, valuing your stake in your company, valuing holdings in other companies
  • Buying or selling another company, or a stake in another company, selling your business

You have private financial issues

  • What is my total wealth worth today and in the future?
  • What asset allocation will meet my financial goals?
  • Will I be able to sustain my current life style and still pass on a certain level of wealth to my children?

You have little time to waste

  • You value a trusted independent advisor, able to advise you on both business and private financial matters in an effective and efficient way