Strategic Advisory Services

 

SUPPORT FOR WEALTH, BUSINESS AND FAMILY AFFAIRS THAT CROSS INSTITUTIONS, JURISDICTIONS AND GENERATIONS.

Anchor works with international clients whose affairs are often spread across banks, advisers, companies, structures, properties, family members and countries.


The work begins by helping clients see the full picture more clearly, so that their wealth does not become difficult, expensive and risky to manage.

What we help our clients coordinate.

1

Banking Relationships

Which institutions are suitable, where accounts should sit, how onboarding is prepared, and how banking relationships are managed.

2

Wealth Structuring

 

Whether existing companies, trusts, foundations, policies, wills, mandates and agreements still make sense and are properly understood.

3

Family balance sheet

 

What the family owns, where it is held, how it is structured, what is liquid, what is concentrated and what may need review.

4

Strategic Transactions

 

How to approach selected business, investment, funding or asset-related situations where introductions, preparation and judgement matter.

5

Adviser Coordination

 

Helping clients bring banks, lawyers, trustees, brokers, tax advisers and other professionals into a more organised process, extracting correct value from all.

6

Cross-border matters

 

How to coordinate across countries where the client has family, assets, business, banking, residence or succession considerations.

"Many successful families are not short of advisers. They may already have private bankers, lawyers, accountants, trustees, brokers, investment managers and company service providers. The challenge is often different: who is looking across the full picture? Anchor helps clients step back, organise the issues, identify gaps and engage the right people for the right purpose."



Michael Yanni, CFA

Areas of Support.

Many of our clients come to Anchor recommended via referalls from our existing clients and network.


Often, discussions begin with a predetermined set of goals and challenges our clients require support with and solving of.


During the course of discussions, while involve mapping the client’s current position, reviewing key documents, and identifying priority areas, we also discover blind spots and opportunities which are hugely valuable to our clients' affairs, on top of their pre-set goals.


Each engagement is shaped around the client’s circumstances and range from pre-set objectives to organically expanded and broader advisory mandates.

 

 

  • Private banking introductions and onboarding support
  • Balance sheet reviews
  • Wealth organisation
  • Structuring coordination
  • Trust, foundation and estate planning introductions
  • Life Insurance Analysis & introductions
  • Real estate and asset financing coordination
  • Family governance and succession support
  • Strategic project advisory
  • Fundraising organisation support where appropriate
  • Corporate strategic advisory and board-level support

 

Frequent Requests.

Where do we begin?

Client engagements begin with a private conversation exploring in detail your goals and challenges and connecting personally to share thoughts and ideas.


We take time to understand your circumstances, identify the key issues, and determine whether Anchor is the right fit.


Where appropriate, we can then help organise the matter, coordinate with relevant institutions or advisers, and establish a clear path forward.

Request a Private Conversation