Services

ADVISORY SERVICES

We guide corporate and individual clients in finding the most appropriate legal and tax structure within an international environment. Main areas of expertise are:

  •  Ownership of equity and assets
  •  Asset protection set-ups
  •  Succession planning
  •  Trading activities
  •  Finance structuring
  •  Royalty licensing

PRIVATE EQUITY

Nowadays, investors are looking for alternative investment proposals, which are adapted to their needs. By using its extensive network, Optima Capital has a premium access to exclusive Private Equity projects. To provide the most appropriate advices, Optima Capital deploys a range of performing and tailor-made services such as:

  • Strategic options and project management
  • Risk analysis & project opportunities
  • Drafting of the Business Plan
  • Valuation schemes
  • Financing
  • Merger & Acquisitions
  • Project Due Diligence
  • Selecting Private Equity Funds
  • Fund raising from both private & institutional clients
  • Legal & tax structuring for investors i.e. pledge, shareholder

FAMILY OFFICE

We offer an integrated management of the family’s wealth in all its aspects.
Services include:

  • Structuring of the estate
  • Services in the real estate field / Yachts and airplanes registration and management
  • Immigration solutions
  • Succession planning
  • Solutions to the day-to-day management of the family life

ART

We guide our clients in the Art World by leveraging on our network and expertise.
Services include:

  • Acquisition
  • Brokerage
  • Advisory