1. Investment Oversight
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Financial Analysis and investment strategy formulation
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Legal, regulatory and compliance reporting
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Insurances need-assessment and procurement
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Budget planning/tracking & Cash flow analysis
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Tax planning
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Tax compliance
2. Philanthropy
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Develop/Implement impactful philanthropy strategies
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Structure and Manage family foundations
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Conduct Charitable Assessment.
Our custom approach to families’ investment, wealth management, and other needs are integrative, taking into consideration every facet of their lifestyle and includes fiscal optimization, portfolio/asset management, real estate acquisition and management, and dedicated bespoke 'concierge' services: ranging from bookings to schooling and insurance procurement.
At Kobolt our services are world-class, professional and discrete.
Our growing list of Family Office Services offered in collaboration with our Swiss Wealth Management Partners include the following:
3. Personal Services for Family Members
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Staffing needs
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Travel planning
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Various other services
4. Events Management
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Planning/Execution
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Consulting for medium to large events
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Event management for public and private sector
5. Real Estate Acquisition
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From sourcing and financing to closing
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Property management
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Asset Optimization and other advisory services
6. Real Estate Asset Management
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Portfolio Management: Asset rebalancing in line with client risk profile and prevailing market dynamics.
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All facets of Property Operational Management and long-term Yield Maximization in line with client return profile.
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Fiscal Optimization and Regulatory oversight.
Our Core Services
Our Alternative Investment Services
KWG, Wealth Management on a Global Scale, Value-creation with an Alternate Perspective!
Balancing risk mandates diversification across both conventional and off-radar investment opportunities and across sectors and geographies. At KWG we fulfill this wealth appreciation investment discipline through a wide array of investment opportunities emanating from our investment banking and business owner partners seeking asset sale or investment opportunities. The result of these transactions is a synergistic “Win-Win”.
At Kobolt our services are world-class, professional and discrete.
Our growing list of Alternative Investment Opportunities include:
1. Investment Banking Deal Promotion & Arrangements
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Arranging for the buying/selling of commercial and residential real estate properties covering the office, logistic, hospitality, retail, and residential properties and developments.
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Urban Infrastructure Development Investment sourcing and promotion of asset sales.
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The sourcing of Energy Portfolios for Investment consideration & the sourcing of investment for the development of Energy Infrastructure.
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General Fundraising for Project Development
2. Consumer Products Brand Investment & New Market Sourcing covering a diversity of sectors that include:
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Fashion
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Cosmetics
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Furniture
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Food & Beverage
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Luxury Leisure Products
3. Oil & Gas Infrastructure Investment and Development Partner Sourcing covering:
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New Technology investment sourcing
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Trading Partner sourcing
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Refining Partner sourcing
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Infrastructure Investor and Development Partner sourcing
Our Markets
Kobolt, Wealth Appreciation on a Global scale!
Kobolt, Family Excellence, Effective Performance