The work is organised around eight service areas: family office management, value management, transaction services, investor and shareholder services, representation office services, private equity investments, real estate investments and private matters.
The services are organised around eight areas. Each area can be coordinated independently, with specialist involvement where required.
Independent coordination for families, individuals and foundations that require oversight of capital, governance, heritage and private matters.
Advice and execution support for entrepreneurs, shareholders and companies at moments that define, protect or realise company value.
Independent transaction support for buyers, sellers, investors and shareholders from preparation through closing.
Support for investors and shareholders where interests, control, conflict, opportunity selection and execution must be coordinated carefully.
A trusted point of coordination for representation, local presence, business support and cross-border specialist involvement.
Search, selection, assessment and coordination around private equity opportunities and exits.
Coordination around real estate acquisition, development, management and exit situations.
Senior, discreet handling of personal and private matters where confidentiality, judgement and the right specialists are essential.
Where regulated legal, fiscal, trust, investment or financial services are required, Investments@Work coordinates with appropriately licensed specialists. The value lies in judgement, route-setting, specialist selection and disciplined execution.
Confidential. Without obligation. Without a product agenda.
