Services
Naret's services are divided into the following categories:
Financial Consulting
Analysis of Personal Requirements and Objectives
Analysis and definition of Risk Profile and Investment
Definition of Investment Objectives
Portfolio Analysis
Definition of Investment Strategy
Direct Investments
Funds Investments
Alternative Investments (Non-traditional Asset Class)
Implementation
Monitoring and Reporting Reslults
Monitoring and Reporting Risk
Financial Expertise
Asset Management
Analysis of Personal Requirements and Objectives
Analysis and Definition of Risk Profile and Investment Profile
Definition of Investment Objectives
Porfolio Analysis
Asset Management
Reporting of Results
Risk Management
Corporate Consulting
Corporate Advisory
Project Management
Analysis and Diagnosis of Critical Corporate Issues
Management of Sustainable Growth
Assets and Liabilities Management
Turnaround and Task Management
Corporate Finance
Capital Structuring
Mergers & Acquisitions
Structured Finance
Project Finance
Private Equity and Venture Capital
Search and coordination for Seed Capital or Angel Investing
Selection, Analysis and Control of Target for Venture Capital, Development Capital and Private Equity
Structuring and Consulting for Management Buy-Out (MBO), Management Buy-in (MBI) and Buy-in Management Buy-Out (BIMBO)
Selection of Turnaround Funds (Operating and Financial)
Trade Finance
Company Fundation
Negotiation with Financial Institutions
Risk Management
Family Office
Strategic Asset Allocation
Investment Strategy
Tactical Asset Allocation
Selectiong Best-in-Class Specialists
Monitoring and Reports of Results
Monitoring and Management of Risk
Strategies and Structures od Asset Protection (Fundations and Trusts)
Strategies and Structures of Asset Optimization (Holdings, Private Funds, Policies)
Wealth Supervision
Fee Analysis and Negotiation of Conditions
Analysis of Performance
Monitoring and Reports of Results
Monoitoring and Management of RIsk
Selection and Supervision of Best-in-Class Experts
Cash Management
Safeguarding Documents
Fiscal and Inheritance Planning
Assistance with Tax Authorities
Will Drafting and Supervision of Execution
Foundations and Trusts
Family Governance
Definition of Family Governance
Individual Financial Educations for Family Members
Estabilishment of the Family Cuncil for Investment
Insurance
Life Insurance
Property Insurance
Medical Insurance
Philantropy
Estabilishment of a Charitable Foundation
Assistance in Defining Philantropic Strategies