Zeta offers an extensive range of advisory, administration and management services to companies and individuals.
We undertake work both for corporate clients and for private international families whose business and personal financial affairs span various domiciles and jurisdictions.
We offer impartial advice and judicious problem-solving, and we execute our clients’ business goals with integrity and discretion. The excellent outcomes we produce engender deep trust and frequently lead to repeat business and expanded responsibility.
When we join your team, unquestionably all your company’s and personal needs and goals become our collective responsibility. We will integrate smoothly with your retained corporate advisory team and personal private advisors.
Zeta’s obligations revolve around understanding and prioritizing your needs. By providing tailored services that precisely suit and ensuring a high level of client satisfaction and foster long-term, mutually beneficial relationships. Our dedication to excellence and continuous improvement sets us apart as a reliable and trustworthy partner for all our clients.
Before we can act effectively, we need to establish open and productive communication with you. Hence once you are sure we will work well together, we carry out a thorough analysis of your present situation. Furthermore produce a report to summarise your needs, opportunities and discussed proposed changes.
Thereon we follow up with a series of meetings where we present you with our strategy recommendations and expected outcomes. Accordingly shown along a timeline with intermediate and final milestones. Once you agree to a course of action, a dedicated team will ensure your goals are met.
In certain circumstances, our experience may lead us to recommend strategic moves such as mergers, acquisitions and disposals. Therefore when structuring clients’ private assets, we draw upon a broad range of vehicles. These vehicles which include trusts, foundations and tailored special purpose vehicle solutions.
Our focused approach enhances our client’s experience and satisfaction that fosters long-term relationships built on trust and reliability