Wealth strategy and financial architecture
Turn fragmented holdings, obligations and ambitions into one decision framework.
- Consolidated wealth map
- Goal and liquidity priorities
- Risk capacity assessment
- Decision roadmap
Advisory catalogue
Advice designed around your whole financial life.
YFA combines financial planning judgment, investment banking discipline and global market perspective. Each mandate begins with the outcome, not a product.
Portfolio strategy and diversification
Align assets, currencies, geographies and time horizons with the outcomes your wealth must deliver.
- Allocation review
- Concentration analysis
- Currency exposure map
- Rebalancing framework
Cross border investment advisory
Evaluate opportunities beyond your home market with clearer jurisdiction, structure and diligence questions.
- Market comparison
- Opportunity screening
- Structure coordination
- Specialist introductions
Private markets and alternatives
Assess private equity, venture, real estate, infrastructure and other alternative exposures within a balanced plan.
- Opportunity assessment
- Manager and sponsor diligence
- Liquidity analysis
- Portfolio fit review
Family office and legacy planning
Coordinate the financial, governance and specialist work required to protect multigenerational wealth.
- Family wealth inventory
- Governance priorities
- Succession coordination
- Estate specialist brief
Founder and executive wealth
Integrate business ownership, concentrated equity, compensation and personal investments before a major transition.
- Business and personal balance sheet
- Liquidity event planning
- Concentration strategy
- Personal capital plan
Banking and treasury strategy
Improve the way companies and private clients manage liquidity, foreign exchange and banking relationships.
- Banking structure review
- Cash segmentation
- Foreign exchange framework
- Counterparty review
Capital raising and corporate finance
Prepare businesses for capital and bring discipline to financing choices, investor positioning and transaction execution.
- Capital readiness diagnostic
- Funding strategy
- Investment case review
- Transaction coordination
Ways to engage
Choose the depth of advice your decision requires.
Scope, fees, deliverables and regulated partner requirements are agreed before work begins.
Strategic diagnostic
A defined review for one important portfolio, banking, capital or wealth decision.
Project engagementPrivate advisory mandate
Continuing counsel, periodic reviews and coordination across your financial priorities.
Advisory retainerTransaction mandate
Structured support for capital raising, liquidity events or other complex corporate finance work.
Custom mandateNot sure where to begin?