Services

Corporate strategy and organizations advisory

Internationally mobile families accumulate complexity gradually: bank accounts in multiple countries, investment managers who have never spoken to each other, trust structures set up years ago for circumstances that have since changed, and tax positions that are worse than they need to be because no one is looking across the whole picture.

We provide the strategic coordination layer that sits above the specialist advisors. Our work typically starts with a comprehensive diagnostic — mapping the full financial architecture, identifying gaps and overlaps, and assessing whether the governance is fit for purpose. From there, we help implement: target asset allocation frameworks, internal monitoring systems, trust and succession structures, and ongoing oversight.

We don’t manage investments or provide regulated financial advice. We ensure that the people who do are working within a coherent strategic framework.

M&A and transaction services

Cross-border transactions are coordination problems as much as they are financial ones. The buyer and seller may be in different countries, subject to different regulatory regimes, advised by professionals who don’t speak the same language — literally or figuratively. The timeline is usually tight, and the cost of misalignment is high.

We manage the full advisory process: preparation and positioning, target identification or buyer screening, deal structuring, negotiation, due diligence coordination, and support through to completion. Our particular strength is in transactions that cross the Italy-UK-Europe corridor, where our bilingual and bicultural capabilities eliminate a layer of friction that most advisory teams can’t.

We also work with business owners well before a transaction is on the table — helping them prepare the business for eventual sale by formalising governance, strengthening financial reporting, and separating founder-dependent relationships from the operating structure.

Family offices and HNWI services

Many businesses — particularly founder-led and professional services firms — reach a point where the informal structures that worked at an earlier stage no longer fit. Governance is based on personal relationships rather than documented processes. Decision-making relies on the founder’s instinct rather than a framework the next generation can inherit. The business runs well day-to-day, but nobody has asked whether it’s structured for what comes next.

We help leadership teams answer that question. Our work includes strategic reviews, organisational diagnostics, governance framework design, succession planning, and market positioning. Where our diagnostic identifies a transaction opportunity — an acquisition, a partnership, or a sale — we can support that process directly through our M&A practice.