About
Svetlana Galeva
The firm’s founder trained as a corporate lawyer in London, starting her career in 2015.
The company was created to help private clients and Family Offices benefit from objective, independent advice on very important matters such as their wealth planning, investment structure and succession.
Our Values
We provide advice on long-term wealth and business planning which aligns with the growth strategies as well as succession concerns of the founders.
We take formal roles on Family or Company Boards as we advocate for corporate-like principles to be included as from experience we have seen the immense value for founders and all shareholders.
TRUST and TRANSPARANCY
RESPONSIBLE and REAL ADVICE
CONSISTENCY and CLARITY
Our Clients
Private Clients and Family Offices
Typically, these clients are looking for a review or adaptation of an existing wealth ownership structure, and they might seek to implement a more formal Family Office set-up. We usually advise on matters relating to Asset Protection, Investment Flexibility, Governance and Business Succession.
We offer the same services to clients who do not have a fully operational or professional structure in place.
Corporate Clients
Usually these are business that are family owned which are looking to collaborate with co-investors on specific projects.
We are especially experienced in guiding companies who have an affinity towards the ESG sector or are looking to focus on assets for impact investing purposes.
We have been able to advise firms seeking to ensure future growth and expand their position in the market through linking with companies in our network or the next generation of Family Office owners.
Public Sector work
A lot of our clients have parts of their Family Offices that focus on philanthropy or working with Government backed entities which have specific targets and allocated budgets which relate to sustainability or impact investing.