SERVICES
Strategic Advisory
Strategic Reflection to make value-driven decisions. Perspective, judgment, and direction to build what’s next.
- Definition or revision of corporate purpose and vision
- Support in strategic transformation processes
- Rol de sparring partner para equipos directivos
- Facilitation of strategic sessions with key stakeholders
Wealth Management
Strategic and technical support in comprehensive wealth management.
- Building an alternative investment charter (PE, VC, real estate)
- Participation or creation of investment committees
- Second opinion on key decisions.
- Definition of ESG or impact criteria when applicable.
Board of Directors
Strategic support for decision-making bodies.
- Board as a Service: We offer a flexible format for board support.
- Independent Board Member: We participate as independent board members, providing perspective, neutrality, and a sustainable value approach.
Interim Management
Temporary leadership in management to stabilize, transform or prepare transitions.
- General management or key areas leadership in critical phases
- Professionalization of family structures
- Preparation for sale, merger or succession processes
Strategic Advisory
Strategic Reflection to make value-driven decisions. Perspective, judgment, and direction to build what’s next.
- Definition or revision of corporate purpose and vision
- Support in strategic transformation processes
- Sparring partner role for management teams
- Facilitation of strategic sessions with key stakeholders
Training
Training to move forward with judgment: We share experience. We teach from practice.
- Applied financial education
- Strategic communication and negotiation training
- Capital search and investor relations
- How to invest in private companies.
- Custom training for teams or boards
Strategic Blockage Resolution
When something gets stuck, we help unblock. We resolve tensions, reorganize priorities and facilitate moving forward with clarity.
Examples of challenges addressed:
- Resolution of relational or structural blockages
- RIn-depth review of shared vision
- Identification of friction points in decision-making
- Joint review of the business model
- Vision alignment among stakeholders
Special projects
- The extraordinary also gets support. Some ideas don’t fit any category. That’s why we created this one. You have something different. Let’s talk.