Services

Palacio focuses on serving private investment offices.  As well as developing investment strategy, we identify private investment opportunities with strong fundamentals, experienced management, saleability, risk mitigation, and a clear exit strategy and exit liquidity.

Our services include:

1. Investment Advisory Services

   • Customized portfolio construction and asset allocation strategies

   • In-depth investment research and due diligence

   • Risk management and performance monitoring

   • Access to sectoral investment opportunities and networks

   • Regular reporting and portfolio reviews

2. Wealth Planning and Preservation:

   • Strategic wealth planning tailored to a SFO's goals and values

   • Estate planning, trust formation, and succession planning

   • Comprehensive risk analysis and wealth protection strategies

3. Legal and Compliance Services:

   • Contract negotiation and review

   • Regulatory compliance and risk management support

   • Business and transactional structuring

   • Legal counsel on private transactions

4. Reporting and Technology Solutions:

   • Advanced reporting and performance analytics

   • Integrated technology platforms for efficient data management

   • Data organisation and Artificial Intelligence tools

   • Consolidated financial reporting and dashboards

   • Decision-making bespoke platforms