Strategic Advisory
Focused support for specific priorities. Broader oversight where it adds value.
Some clients come to Anchor with a specific objective, issue or opportunity. Others want an independent view across a more complex financial picture.
Anchor supports both: focused assignments around a particular priority, and broader ongoing advisory relationships where continued oversight and co-ordination are valuable.
Focused Assignments
Some clients come to Anchor with a specific issue, objective or opportunity, such as private banking, life insurance, an investment, real estate, financing, succession planning or a strategic transaction.
Anchor provides focused support around that matter, helping assess the situation, consider the available options and, where appropriate, co-ordinate the institutions, advisers or counterparties needed to move it forward.
Broader Ongoing Advisory
Other clients want an independent view across a more complex financial picture.
Anchor builds a consolidated understanding of the client’s assets, liabilities, banking, investments, businesses, property, insurance, structures, advisers, jurisdictions and family considerations, then provides ongoing oversight — helping organise complexity, identify issues and opportunities, support important decisions and co-ordinate execution as circumstances evolve.
Focus Areas
1
Banking Relationships
Selecting and organising private banking relationships, preparing for onboarding and helping clients navigate requirements across institutions and jurisdictions.
2
Wealth Organisation
Reviewing how companies, trusts, foundations, policies, wills and other arrangements fit together, and identifying where specialist input or better co-ordination may be needed.
3
Family Balance Sheet
Building a clear picture of what the family owns, where assets are held, how they are structured, and where liquidity, concentration or other issues may require attention.
4
Strategic Transactions
Supporting selected business, investment, financing and asset-related situations where careful preparation, judgement, introductions and execution co-ordination are important.
5
Adviser Coordination
Bringing banks, lawyers, trustees, tax advisers, investment managers and other specialists into a more organised process, with clearer responsibilities and better co-ordination.
6
Cross-Border Matters
Helping clients manage matters spanning multiple countries, including banking, ownership, residence, family, business and succession considerations.
Frequent Requests
Clients also approach Anchor directly around specific matters, including:
- Private banking introductions and onboarding
- Life insurance analysis and specialist introductions
- Selected investment opportunities and introductions
- Dubai and London real estate
- Financing and liquidity requirements
- Trust, foundation and succession matters
- Strategic projects and fundraising
- Introductions to specialist professional advisers
Where do we begin?
Every engagement begins with a private conversation.
You may already have a specific matter you want to address, or the conversation may reveal that a broader review would be useful.
Either way, the scope is shaped around what you actually need.