A30F6F94-683F-42FA-AC4D-31D9BC66EE33
WEALTH
MANAGEMENT
REAL ESTATE INVESTMENT
MANAGEMENT
CORPORATE
FINANCE
BUSINESS
CONSULTING
WEALTH
MANAGEMENT
REAL ESTATE INVESTMENT
MANAGEMENT
CORPORATE
FINANCE
BUSINESS
CONSULTING

ABOUT US

Founded in 2011, Zenith Family Office is an independent wealth management company, exclusively devoted to handling the investments 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.

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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

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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, portfolio composition and financial oversight

Inheritance, estate planning and residency issues

Organizing philanthropic and lifestyle services

Real Estate Investment Management

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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

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Institutionalization of family assets

Mergers & acquisitions

Capital raisings

Buy-outs

Restructuring

Private equity investment opportunities

Business Consulting

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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.

OUR VALUES

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