Not every client needs or wants a full multi-family office mandate. Some engagements are specific — incorporate a company, open a bank account, source a property, obtain residency, structure a transaction. For these, we offer standalone solutions delivered as discrete pieces of work, with a clear scope, timeline and outcome.
Standalone engagements often lead to longer relationships. But they do not require one. Each solution stands on its own merits, and each is delivered by the principal directly.
01
Structuring
Designing and implementing international group structures for private wealth or business operations.
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Group architecture design for cross-border operations
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Holding structure setup and rationalisation
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Tax residency and substance planning
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Restructuring of existing group entities
02
Corporate Services
Setting up new corporate structures across jurisdictions and administering them going forward.
Company incorporation in Cyprus, the UK, Luxembourg, Switzerland, the UAE and other jurisdictions
Registered office, secretarial and nominee services
Corporate compliance and regulatory filings
Substance requirements and economic presence
03
Banking and accounts
Coordinating banking relationships and account opening — corporate and private.
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Bank selection and introductions across European private banks
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Account opening documentation and KYC support
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Correspondent banking arrangements
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Payment infrastructure setup
04
Treasury and liquidity
Reviewing and optimising cash flow, liquidity and short-term treasury across the client's structures.
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Treasury policy design and implementation
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Multi-currency cash management
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Working capital optimisation
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Bank relationship rationalisation
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Funding
05
Transactions
Coordinating specific transactions from mandate to closing — acquisitions, disposals, joint ventures.
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Transaction structuring and coordination
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Due diligence oversight
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Documentation review with counsel
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Closing coordination and post-closing integration
06
Real Estate
Sourcing, due diligence and acquisition support for private and investment real estate, primarily in Cyprus and the Eastern Mediterranean.
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Residential and investment property search
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Legal and technical due diligence coordination
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Acquisition structuring and closing
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Post-acquisition administration and rental management
07
Citizenship and residency
Advising on and executing residency and citizenship pathways across different jurisdictions.
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Feasibility analysis and selection of primary goals
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Search of appropriate solutions
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Set up and coordination of working team
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Documentation, application submission and follow-through
HOW
ENGAGEMENT
BEGINS
A standalone engagement begins with a brief conversation to understand the scope. If the request is well-defined, we can typically confirm terms and start within a week. If the scope requires structuring, we may propose a short discovery phase before formal engagement.
Standalone work is priced on either a fixed-fee or time basis, depending on the nature of the engagement. All scoping conversations are without obligation.