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Next Generation Family Office
We bring over 10 years of top-tier consultancy experience to build and manage bespoke Family Offices. Our methodical, tech-driven approach ensures sustainable growth, global compliance, and enduring legacy.
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Next Generation Family Office
We bring over 10 years of top-tier consultancy experience to build and manage bespoke Family Offices. Our methodical, tech-driven approach ensures sustainable growth, global compliance, and enduring legacy.
WHY WE ARE DIFFERENT

For over a decade, our team of top consultants has set new standards in Family Office creation and management.

We architect fully integrated solutions—encompassing governance, legal structures, operational efficiency, and investment strategy—to protect and grow your family’s wealth across multiple generations.
Why We
Are Different
For over a decade, our team of top consultants has set new standards in Family Office creation and management. We architect fully integrated solutions—encompassing governance, legal structures, operational efficiency, and investment strategy—to protect and grow your family’s wealth across multiple generations.
Key Principles We Stand For
“
True legacy begins with a forward-looking Family Office—built on expertise and reinforced by innovation.
Diana Alieva, Co-founder, Director of Digital Transformation
Holistic Governance
We craft robust frameworks that align every decision with your family’s values and long-term vision.
Risk & Opportunity Management
Our global reach and advanced analytics help us mitigate risks and capitalize on opportunities in real time.
Sustainable Wealth
We build flexible strategies designed for long-term capital appreciation, ensuring your family’s legacy is secure.
Our Methodology Redefines Family Office
Integrated Ecosystem
We unite financial oversight, legal considerations, and operational processes under a single governance framework. Our standard operating procedures, job descriptions (JD), and service-level agreements (SLA) guarantee accountability and transparency.
Data-Driven Analysis
Our proprietary analytics platform, refined through years of management consulting experience, scrutinizes every asset and transaction. This rigor ensures that your portfolio is perpetually optimized for performance and stability.
Cutting-Edge Technology
Advanced AI and machine learning models inform investment decisions, forecast market trends, and automate routine tasks—reducing errors and freeing you to focus on strategic initiatives.
Global Footprint
With offices in Spain, Portugal, Moscow, and Dubai, we seamlessly navigate multi-jurisdictional environments, leveraging local insights and regulatory expertise in over 15 countries.
Measurable Results
Each engagement is anchored by well-defined performance metrics. We consistently deliver measurable outcomes—from enhanced returns and operational savings to improved governance structures.
How We Elevate Your Family Office
Family Office Creation & Structuring
  • Designing a comprehensive governance model tailored to your family’s values and objectives
  • Establishing performance metrics and strategic KPIs
  • Crafting legal frameworks, compliance protocols, and due diligence processes
  • Hiring, training, and defining clear JD/SLA for each role
  • Integrating IT systems for seamless oversight and transparent reporting
Process Automation
  • Streamlining repetitive tasks using customized workflows
  • Implementing data dashboards for 360° visibility of all activities
  • Developing unified digital portals that centralize asset information and transactions
Capital & Investment Management
  • Structuring long-term investment strategies aligned with risk tolerance and growth objectives
  • Diversifying into global public markets, private equity, venture capital, and real estate
  • Leveraging AI-driven analytics for real-time portfolio monitoring and tactical adjustments
Operational Management
  • Comprehensive cash flow optimization and expense control
  • Holistic budget management across family units and business entities
  • Recruitment, training, and ongoing performance audits for household and office staff
Legal & Tax Strategy
  • International tax optimization and cross-border entity structuring
  • Asset protection through trusts, foundations, and other vehicles
  • Continuous oversight of legal risks and compliance across multiple jurisdictions
Asset Diversification & Reporting
  • Designing multi-asset portfolios with a balance of liquidity, yield, and growth potential
  • Conducting in-depth risk assessments to ensure stability
  • Providing granular, customized reports on returns, exposures, and market conditions
Inheritance & Succession Planning
  • Creating multi-generational frameworks to preserve family unity and mitigate conflicts
  • Addressing complex cross-border inheritance laws
  • Implementing trust vehicles and robust governance for stable wealth transition
Lifestyle & Family Services
  • Education consulting, institution selection, and admissions support
  • Immigration advisory and visa coordination for family members
  • Facilitating real estate purchases, yacht acquisitions, art curation, and more
  • Personalized concierge services for travel, events, and exclusive experiences
Management Consulting & Audit
  • Deep-dive audits of organizational structures, assets, and liabilities
  • Restructuring governance, optimizing accountability, and enhancing transparency
  • Employee profiling, assessment, and leadership development
Advisory & Protection
  • Establishing trusts, foundations, and additional asset protection strategies
  • Proactive planning to shield against external legal and geopolitical risks
  • Ongoing legal and tax advisory, ensuring every transaction meets best-in-class standards
Our Distinct Edge
Our Track Record
“
Building a legacy is about more than preserving wealth—it’s about shaping a future your family can believe in.
George Marsh, Director of Investment Strategies
  • $2+ Billion
    in Assets currently under active management
  • 30+ Families
    entrusting us with their long-term interests
  • 30+ Specialists
    including lawyers, analysts, managers, and digital experts
  • 15+ Countries
    where we navigate legal and financial complexities
Management Team
Diana Alieva
Founder, Director of Digital Transformation
Expert in investment immigration, Master of business development & GR
George Marsh
Director of Investment Strategies
Expert in portfolio management and immigration planning
Ivan Barkhatov
Director of Investment Advisory
Expert in Family office structuring an investment strategy
Ready to transform your family’s wealth management into a streamlined, globally compliant, and future-proof enterprise?

Schedule a private consultation now to learn how our track record of strategic rigor, technological innovation, and unwavering attention to detail can help protect and grow your legacy for generations to come.