Cabinet Wealth Management • Advisory Services

Advisory
Services

Complex decisions require clarity, conviction, and the right expertise

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End-to-end advisory for complex transactions and structures

From capital raising to cross-border structuring, from IFRS financial statements to tax-efficient succession planning, our advisory practice brings together legal, financial, and operational expertise under one independent roof.

"Complex decisions require clarity and conviction. Our role is not simply to provide analysis, but to stand alongside our clients through the full arc of a transaction or restructuring, from the first strategic question to the final execution detail."
David Luksenburg, Head of Structuring

Four advisory disciplines

Integrated capabilities covering the full spectrum of corporate, legal, and financial advisory needs.

01

Corporate Finance

Strategic and financial advisory for companies and entrepreneurs navigating capital markets, acquisitions, or transformational events. We bring investment banking expertise to clients who demand independent, unconflicted advice.

  • Capital raising advisory across equity and debt instruments
  • Financial modeling and valuation for transactions and strategic decisions
  • Mergers and acquisitions support from origination through closing
  • Business plan development and financial strategy
  • Investor relations and presentation preparation
02

Transaction Structuring

Designing optimal legal and financial frameworks for complex transactions. We bring deep structuring expertise to ensure transactions are executed efficiently, compliantly, and with the right vehicle for each situation.

  • Optimal deal frameworks for cross-border transactions
  • Due diligence coordination and management
  • Special Purpose Vehicle design and implementation
  • Cross-border investment vehicle structuring
  • Co-investment and joint venture documentation coordination
03

Accounting Services

Professional accounting and reporting services for holding companies, investment vehicles, and family structures. We provide the financial rigor that underpins sound governance and transparent reporting.

  • IFRS financial statement preparation and review
  • Bookkeeping and management accounts for holding structures
  • Audit coordination with leading international audit firms
  • Regulatory reporting and filing coordination
  • Consolidated financial reporting across multiple entities
04

Legal Advisory

Coordination of legal expertise across jurisdictions, ensuring that your wealth structures and transactions are legally sound, tax-efficient, and aligned with your long-term objectives.

  • Tax-efficient holding and ownership frameworks
  • Cross-border regulatory compliance management
  • Succession and estate planning coordination
  • Trust and foundation structuring advisory
  • Family governance documentation and constitution drafting

Every complex situation has a clear path forward

Whether you face a transaction, a restructuring, or a cross-border challenge, our advisory team brings the clarity and conviction needed to navigate it with confidence.

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