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, 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.
Before we can act effectively, we need to establish open and productive communication with you. Once you’re sure we will work well together, we carry out a thorough analysis of your present situation and produce a report to summarise your needs, opportunities and proposed changes.
We follow up with a series of meetings in which we present our strategy recommendations and expected outcomes, shown along a time line with intermediate and final milestones. Once you agree to a course of action, we allocate the relevant members of our team to ensure your goals are met.
In certain circumstances, our experience may lead us to recommend strategic moves such as mergers, acquisitions and disposals. When structuring clients’ private assets we draw upon a broad range of vehicles which include trusts, foundations and tailored special purpose vehicle solutions.