MANAGEMENT
MANAGEMENT
FINANCE
CONSULTING
MANAGEMENT
MANAGEMENT
FINANCE
CONSULTING
ABOUT US
Founded in 2011, Zenith Family Office is an independent wealth management company, exclusively devoted to handling the investments and organising asset management as well as legacy and personal needs of wealthy individuals, their families and privately owned companies in order to ensure:
Existence of family wealth mission and its purposeful implementation
Focus on needs of the family, their representation and protection of interests
Overseeing investments, business and other individual financial matters
Targeted asset growth and wealth sustainability
Coordination and efficient management of service providers
Integration of investments, philanthropic causes and passion interests
Cost efficiency in wealth management and purchasing leverage
We value professionalism in everything we do. On the part
of our team members, we give our best effort,
the best knowledge and attention to detail.
OUR SERVICES
Our mission is focused on preserving and enhancing clients’ wealth. To provide the best solutions, products and services, Zenith offers a comprehensive ecosystem covering all areas of asset selection and management.
Wealth Management
Sustainable family wealth planning
Financial planning, monitoring and aggregated reporting
Establishment and management of holding and investment companies
Organizing of tax advisory services
Organizing daily banking services and financing
Organizing accounting services
Access to financial markets and wide range of investment opportunities, wealth management and organising asset management
Inheritance, estate planning and residency issues
Organizing philanthropic and lifestyle services
Real Estate Investment Management
Property search and acquisition
Transaction support
Investment and asset management
Organizing property management
Customized private portfolio establishment
Conceptions of properties and business analytics
Fund-rising and bank financing
Corporate Finance
Institutionalization of family assets
Mergers & acquisitions
Capital raisings
Buy-outs
Restructuring
Private equity investment opportunities
Business Consulting
Business optimization and restructuring
Organizing market entries, including market research, input in product development and sales strategies
Management services during restructuring and market entry
Identifying and engaging strategic and financial partners
Developing international banking infrastructure
Structuring of commercial and private assets
We work with families who share common history and values covering several generations. Our basic value is honesty that ensures trust and provides the best solutions.