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PRIVATE OFFICE

Rooted in Pilotage’s venturous community, Private Office guides enterprising, privately held organizations — from structural planning to corporate and capital advisory. We apply objective, seasoned global acumen to enhance value, mitigate risk, and drive efficiency.

 

STRUCTURE ADVISORY

  • When your assets are spread throughout the world and tax regulations that are constantly changing, we simplify the complex. We aim to deliver harmony for you and your company with tax residency & domicile options, manage the transition, and assist with any new tax obligations.

  • Unforeseen circumstances happen and can upend even the most basic objectives. Advanced planning with trusts, foundations, insurance, and corporate vehicles can be a challenge – our experienced advisors aim to ensure your interests are protected in a redundant framework.

  • Based on the advanced planning designs conceived between our clients and our advisors, we administer and deploy a variety of structures with established and pedigreed fiduciaries, risk underwriters and fund/specialty structures within our curated network.

STRUCTURE ADVISORY

 
 
 

CORPORATE ADVISORY

  • Based on our client’s investment thesis, we provide an analysis on value proposition, market position, financial, historical and trending data to provide basis on key decisions. Our back office and accounting services presents factual understandings for our client’s evaluation needs.

  • Unlocking growth, providing the benefits of scale and finding alignment is a complex process requiring coordination of legal, fiscal and financial agreements to achieve a successful transaction. We consult private organizations from culture to exchange ratios to find the right fit.

  • We help and consult shareholders of private organizations to establish cohesion between management and the board by enabling aligned strategic vision, balancing resources and risks; and enduring governance policies.

 
 

CAPITAL ADVISORY

  • Private investment banking advisory services for entrepreneurs, SMEs, family offices, as well as institutional investors by providing in-depth financial and strategic analysis, identifying optimal potential transaction partners, developing creative deal structures, and negotiating complex cross-border transactions.

  • We consult on synchronizing and the timing of capital structures of a private enterprise’s cycle from early stage equity private placements to qualifying for debt syndication. As guides to founders and shareholders we help harness the power of capitalism.

  • We consult on transactions using financial collateral, financial guarantees and securitization to deliver structured and leveraged banking needs. Combined with trade platforms and private placements to allow projects and trade deals to reach there full economic potential.

Asset Structuring

We provide a range of solutions for the challenges that come with holding accounts, owning assets, and forming businesses in multiple countries. Our unrelenting team offer strategic tax planning and advice that is always tailor-made to our clients.

Concept Formation

Forward thinking clients rely on our consulting process for origination, deal analysis, negotiation, execution, and management.  We work on a deal-by-deal basis with complete transparency and alignment to achieve premium results.

Shaping Governance

The cornerstone of successful strategic outcomes, we advise on organizational leadership and how to develop successful relationships to leverage key tactical initiatives and curate impactful stewardship.

 
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Optimal Composition

The trajectory of a business needs to be situationally aware of pending market conditions. Driven by its organizational leaders, we advise on the design of capital structure to achieve uncompromising financing solutions.

Capital Creation

Our clients have great ideas from project development to multiplier enhancing mergers. They come to rely on us for the ‘what and the how’ to engineer risk optimized, return bearing structured finance that results in wealth generating capital events.

Strategic Maneuvering

Consulting successful organizations often requires creative thinking to support the direction of its leadership. Experience from navigating conflict resolution to charting leveraged growth opens the door for full economic potential.