Family Office, Private Equity & Venture Capital Advisory
Advising family offices, PE, and VC investors on structuring investments, conducting due diligence, and establishing governance frameworks for sustainable growth.
Explore our investment advisory services below
Due Diligence Services
Thorough legal and structural reviews of target companies and funds, assessing compliance, liabilities, and litigation risks.
Investment Policy Development
Draft and refine investment policy statements that define mandates, allocations, risk appetite, and decision-making protocols.
Tax Efficiency & Asset Protection Structuring
Strategic structuring of funds and holdings to optimize tax efficiency, preserve confidentiality, and secure assets across jurisdictions.
Term Sheet Negotiation
Expert guidance in negotiating equity and debt term sheets, focusing on valuation, control rights, liquidation preferences, and investor protections.
Portfolio Company Governance
Frameworks for portfolio company oversight, including board composition, reporting systems, shareholder rights, and succession planning.
Invest smarter, protect stronger, and grow sustainably. Partner with us to structure investments with confidence and clarity.
Ready to Optimize Your Investments?
Our expert team ensures your investments are structured for success, with robust due diligence and governance frameworks.