Frequently Ask Questions

We serve high-net-worth individuals, entrepreneurs, families, and international investors seeking tailored investment, real estate, and financing solutions between Europe and the Middle East.

Our core services include:

• Investment solutions (global portfolios, alternative assets, private equity)

• Real estate solutions (acquisition, structuring, asset management)

• Mortgage solutions (purchase financing, refinancing, international lending)

• Financial engineering (tax structuring, leverage, estate planning)

No. We are fully independent and do not hold client funds or lend our own capital. This independence allows us to act solely in our clients’ best interests and select the most competitive solutions from banks, private lenders, and institutions.

Yes. We work with banks, private lenders, and institutions to arrange financing for both residential and investment properties, as well as refinancing existing loans.

Yes. Minimum thresholds vary depending on the service (investments, financing, or structuring). These are defined clearly during the onboarding process.

Our fees may include advisory fees, arrangement fees for credit facilities, or performance-based components. We operate with full transparency, and all costs are agreed upfront.

We maintain a proactive relationship with our clients, offering regular reviews, performance updates, and strategic check-ins. You will have a dedicated advisor to ensure continuous monitoring and support.

We collaborate with trusted tax advisers and legal specialists to ensure compliant, optimized structures across multiple jurisdictions.

Unlike a bank, we are not limited to a single institution’s products. We act as an independent advisor and broker, giving clients access to a wide range of banks, private equity funds, and financial partners, ensuring the best fit for each objective.

We apply strict KYC/AML standards and handle all client information with the highest level of confidentiality and discretion.

The first step is to schedule an introductory meeting. During this session, we analyze your financial situation, define objectives, and then propose a tailored mandate before implementation.