Client Type: First-Generation Entrepreneur Family Office
Sector: Private Equity & Yield Assets
Location: Southeast Asia
Challenge:
The family wanted access to structured yield strategies and defensible investment wrappers but lacked an in-house investment desk or structuring capability.
Solution:
- Provided retained structuring advisory support
- Designed capital-protected and credit-enhanced investment notes
- Advised on counterparty selection and trade execution
Result:
- Accessed tailored investment structures typically reserved for institutions
- Mitigated credit risk through due diligence and diversification
- Achieved targeted yields with robust downside buffers
Value Delivered:
Delivered institutional-grade structuring without the overhead of a full-time team.