Supporting a Bahraini shipping family following a major liquidity event
Helping an Egyptian pharmaceutical family through succession and restructuring
Working with a family dividing assets and investment portfolios across multiple generations
Helping a UK entrepreneur with management of investment portfolio and wealth planning
Working with successful retirees to achieve their Mediterranean dream
Helping a third generation Canadian business owning family implement formal governance structures
Exiting the family business to start own venture
Tech entrepreneur relocating to Italy