- Organizing investor roadshows

- Inviting investors and analysts to company events

- Creation of key investor-oriented documents, including content for investor presentations

- Investor section of your web site

- press releases, investor emails,

- IPO prospectuses,

- Annual reports, private placement memorandums

- Company business plans

- Developing and extending the base of relationships with ultra high-net worth individuals,

- Establishing and maintaining direct relationships between you and key business owners across the globe 

- Support to achieve the appropriate investor mix, including family offices and individual investors

- Shareholder feedback surveys

- Invitation to Entrepreneur meetups, Global Annual Summit and other cultural events

- Have an optimized ownership strategy

- Specialized ownership researches in various industries & countries

- Investor immigration support

- Family Business Bootcamps

- Administrative support to private foundations and charity initiatives   

- Establishment of family office