Private Advisor for Business, Wealth & Family Affairs
Independent private advisory practice dedicated to business owners, CEOs, shareholders, private investors and business families.
Close to those who decide.
A private, independent counterpart: executive experience, business judgement and strategic advisory for those who answer for a company, its capital or a business family.
A single, personal relationship that follows the client’s different interests — business, shareholder, wealth and family — and brings in external expertise when needed.
For those who carry the decision.
Business Owners & Entrepreneurs
The company, ownership, wealth and personal future.
CEOs & Board Members
Executive decisions, governance and leadership.
Shareholders & Business Partners
Control, conflicts, succession and liquidity.
Private Investors
Organising wealth interests and overseeing investments.
Business Families
Family wealth, governance and intergenerational succession.
High-Net-Worth Individuals
Organising wealth, coordination and strategic follow-through.
Six areas. One Private Office.
The competences of one office, brought together according to each client’s decision.
Business & Strategic Advisory
Strategy, performance and the future of the business.
See area 02CEO & Board Advisory
Leadership, executive decisions and governance.
See area 03Shareholder Advisory
Ownership, control and the shareholder’s interests.
See area 04Wealth & Investment Advisory
A consolidated view of wealth and oversight of investments.
See area 05Family & Legacy Advisory
Family governance, succession and continuity.
See area 06Special Situations
Critical decisions and exceptional situations.
See areaThree ways of working together.
Scope and fees are agreed privately, after the first meeting. The number of mandates in progress is deliberately limited.
Private Advisory Mandate
Continuing personal, business, wealth and family advisory. Preferably on an annual basis.
Continuing relationshipSpecial Mandates
Defined projects: shareholder reorganisation, business succession, restructuring, international expansion or wealth reorganisation.
Defined scopeCritical Situations
Executive intervention when control, performance or continuity is at risk.
Stabilise · Decide · ExecuteFrom the first meeting to ongoing follow-through.
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01
Private meeting
A confidential conversation to understand the situation and the needs.
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02
Defining the mandate
Scope, responsibilities and terms agreed in writing.
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03
Strategic analysis
An independent reading of the situation and its priorities.
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04
Direct advisory
Personal follow-through on decisions, led by João Oliveira.
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05
Coordination
The right specialists brought in, with clear responsibilities.
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06
Periodic review
Priorities, actions and results reviewed regularly.
A way of thinking behind every mandate.
A decision you cannot delegate deserves a counterpart you can speak to freely.
Every relationship begins with a private meeting.
Request a private meeting