Client Outcomes

Documented engagements from founders, family offices, and principals who replaced financial fog with a blank slate for decisions.

$1.8B

Assets Mapped

Engagement Renewal

Jurisdictions

0 Yr

Track Record

Liquidity

€48M Capital Ledger reduced idle cash by 34% within 90 days post-acquisition

Succession

Vault governance aligned 12 stakeholders across 4 EU jurisdictions in 6 months

Treasury Cadence

Unified 5-year distribution plan across 8 entities — tax savings of €2.1M modeled

Cross-Border

Restructured 14 entities across Lithuania, Finland, and London — single Atlas view

Family Office

Greenfield office design: governance, reporting, and advisor coordination framework

Liquidity

Modeled $18M in carry across 6 funds with liquidity windows and tax timing

Succession

Structured €12M foundation endowment with family council voting protocols

Treasury Cadence

3-year divestment rhythm aligned with reinvestment thesis and tax windows

Cross-Border

PFIC and CFC exposure mapped; compliant holding structure across 3 jurisdictions

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