Family office

Project

Advise on a daily basis a UHNWI French client resident in Dubai. Financing of a €20'000'000 villa in the South of France. Purchase of a 160ft brand new yacht.

Wealth $2Bn, mostly cash

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Solution

Diversification of assets, structuration, banks introduction, long term investment strategy.

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Set up of a dedicated private equity funds

€200'000'000 invested the first year with an option of €400'000'000 within a year.

Regarding the real estate operation, set up of a holding company in Monaco, anticipating the transmission and in part of the restructuration of all the assets.

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Mortgage €20'000'000

interest only / 12 years backed by a €10'000'000 portfolio of assets under management.

Yacht financing €35'000'000

repayment mortgage / 10 years with balloon payment at the end.

Direct investment proposals in real estate development projects in the USA, Switzerland and France.

Construction of an international boutique-hotel portfolio on the long term.

Organizing and managing the relationship with the lawyers, notaries, banks and other

professionals on an daily baisis and international scale.

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Banks

Private banks in Switzerland, Monaco and Singapore