Our Services

1. Family Office Setup & Structuring

Overview: We design and manage Single Family Offices (SFOs) and Multi-Family Offices (MFOs) to preserve and grow generational wealth.

• Customized setup of SFOs and MFOs tailored to family needs.
• Governance frameworks, succession planning, and legal entity structuring.
• Transparent internal and external reporting systems for operational integrity.
• Integration of family values into investment and philanthropy strategies.
• Boardroom management and shadow directorship for discreet guidance.

Why It Matters: Ensures seamless management of complex family assets aligned with long-term goals.

2. Private Wealth & Custodial Services

Overview: We provide personalized private wealth management, fiduciary, and custodial services to safeguard and grow high-value portfolios.

• Private Wealth Management, focusing on diversification and tax optimization.
• Secure custody of assets with trusted institutions.
• Fiduciary management to manage assets in clients’ and beneficiaries’ best interests.
• Active and passive investment strategies across multiple asset classes.
• High-level strategic advisory on wealth preservation and estate planning.

Why It Matters: Offers secure, compliant, and strategic wealth management for high-net-worth clients.

3. Wealth & Asset Management

Overview: We create and manage diversified investment portfolios to optimize returns and mitigate risks.

• Strategic portfolio development across private equity, hedge funds, real estate, and more.
• Tailored asset allocation balancing risk, return, and family values.
• Real-time financial reporting, analytics, and performance benchmarks.
• ESG and impact investment integration for sustainable returns.

Why It Matters: Maximizes wealth growth while aligning with client values and risk tolerance.

4. Investment Banking & Financial Advisory

Overview: We provide expert guidance on mergers, acquisitions, capital raising, and financial structuring.

• Advisory on M&A, divestitures, and corporate restructuring.
• Capital raising through debt and equity markets.
• Business and asset valuation with due diligence.
• Structuring joint ventures and cross-border partnerships.

Why It Matters: Drives business growth and financial optimization for family enterprises and corporations.

5. Venture Capital & Private Equity

Overview: We identify and manage high-growth investment opportunities in startups and established firms.

• Sourcing venture capital opportunities in technology, healthcare, and renewable energy.
• Private equity investments for value creation in mature businesses.
• Deal structuring, due diligence, and exit strategy planning.

Why It Matters: Unlocks high-return investments to diversify and grow wealth.

6. Fintech Operations & Strategies

Overview: We leverage financial technology to enhance operational efficiency and investment outcomes.

• Implementation of fintech platforms for wealth management and payments.
• Digital transformation strategies for family offices and businesses.
• Blockchain and cryptocurrency investment advisory.
• AI-driven portfolio analytics and robo-advisory platforms.

Why It Matters: Positions clients at the forefront of the digital financial landscape.

7. Trust & Estate Planning

Overview: We create legally enforceable trusts and estate plans to secure assets and ensure smooth wealth transfer.

• Drafting trust deeds compliant with Nigerian law.
• Asset transfer guidance into trusts.
• Trust registration, FIRS stamp duty, and TIN acquisition.
• Ongoing administration, reporting, and beneficiary distributions.

Why It Matters: Protects assets from disputes, taxes, and mismanagement while securing your legacy.

8. Human Asset Management & HR Solutions

Overview: We optimize workforce performance through strategic HR frameworks and technology.

• Workforce planning, payroll structuring, and HR governance.
• Talent development, induction bootcamps, and performance appraisals.
• Digital HR solutions including HRMIS and payroll automation.
• Comprehensive background checks and compliance with Nigerian Labor Laws.

Why It Matters: Enhances efficiency, compliance, and employee engagement for sustainable growth.

9. Risk Management & Compliance

Overview: We safeguard assets and operations through robust risk assessments and compliance frameworks.

• Financial, operational, and strategic risk assessments.
• Forensic audits and due diligence to detect fraud or mismanagement.
• Compliance monitoring for local and international regulations.

Why It Matters: Protects wealth and operations from financial, legal, and reputational risks.

10. Philanthropy & Legacy Planning

Overview: We align charitable initiatives with family values for lasting social impact.

• Structuring charitable foundations and impact investments.
• ESG-focused philanthropy strategies.
• Legacy planning for seamless generational wealth transfer.

Why It Matters: Creates meaningful social impact while optimizing tax benefits.

11. Strategic Business Advisory

Overview: We provide high-level guidance to scale family enterprises and organizations.

• Oversight of M&A, succession planning, and exit strategies.
• Market entry strategies for emerging economies.
• Boardroom governance and shadow directorship for discreet input.

Why It Matters: Drives sustainable growth and competitive advantage.

12. Alternative Investments

Overview: We manage non-traditional assets for diversification and growth.

• Investments in commodities, fine art, cryptocurrencies, and private equity.
• Active and passive strategies for wealth preservation.
• Emerging market opportunities in Africa, Asia, and Latin America.

Why It Matters: Enhances portfolio resilience with high-return assets.

13. Real Estate & Property Management

Overview: We oversee real estate portfolios to align with family and business goals.

• Management of commercial, residential, and industrial properties.
• Property development and title perfection for trust integration.
• Real estate investment advisory for sustainable returns.

Why It Matters: Maximizes property value and ensures long-term asset security.

14. Tax Consulting Services

Overview:Our tax consulting services optimize your tax strategy, minimize liabilities, and ensure compliance with local and international regulations.

• Safe & Strategic Tax Solutions for Wealth Preservation Tax Compliance Advisory: Comprehensive assessments to ensure adherence to Nigerian tax laws, including corporate tax, income tax, and VAT. Tax Planning & Structuring: Development of effective tax strategies that align with your financial goals and reduce exposure to tax liabilities. International Tax Advisory: Guidance on cross-border transactions, double taxation treaties, and expatriate tax considerations. Tax-efficient Investment Strategies: Structuring investments to enhance returns while minimizing tax impacts on capital gains and inheritance.

Why It Matters: Effective tax strategies preserve wealth, enhance financial growth, and ensure sustainability.

15. CSR Initiatives

Overview:We value your input to enhance our services.

• Supporting underserved communities, promoting financial literacy, and driving sustainable development in our regions of operation.

Why It Matters: Partnering with us creates meaningful social impact while aligning with your values.

16. Digital Tools & Platforms

Advanced technology enhances efficiency, transparency, and client satisfaction.

Overview:We provide resources to enhance your financial decision-making.

• Supporting underserved communities, promoting financial literacy, and driving sustainable development in our regions of operation.

Why It Matters: Advanced technology enhances efficiency, transparency, and client satisfaction.

17. Change Management Consulting

18. Business Strategy Development

19. Performance Metrics Establishment:

Developing KPIs and performance measurement frameworks to monitor progress toward strategic objectives. Why It Matters: Strategic management ensures your organization is agile, responsive to market dynamics, and positioned for long-term success.