CONTACTS
CONTACTS

PRIVATE CAPITAL &
FAMILY ASSET CARE

We serve a select circle of families, committing ourselves to solving a broad range of complex challenges.

WHAT WE DO

Regulus Wealth Management (RWM) is a team of professionals who have been providing private capital advisory services for over 20 years. We help our clients preserve time, grow family wealth, and focus on the priorities and areas where they truly succeed.
PEOPLE ALWAYS COME FIRST
We value people—the families we serve, our team, and our partners.
We prioritize listening and choose mutual success.
OUR REPUTATION IS OUR MOST VALUABLE ASSET
Our company is a recognized participant in the professional community, a reliable partner, and a responsible employer.
WE ARE DRIVEN BY RESULTS
Our strategy is to be the best family office, delivering maximum value to our clients.
FAMILY ASSETS & PRIVATE CAPITAL
  • Asset Types
    Depending on the specific objectives set by our client, RWM works with either individual family assets or the entire asset portfolio. A holistic view of the whole portfolio allows us to minimize risk, enhance portfolio efficiency, and relieve the family of a massive administrative burden.
  • Consolidation and Risk Analysis
    Consolidation is the essential first step in improving asset efficiency, minimizing risks, and reducing the time the family spends on capital management. It provides an assessment of the current asset structure and its effectiveness. Traditional consolidation covers all asset types: direct investments, real estate, private collections, loans, and other family holdings.
  • Structuring
    Proper asset structuring is the next vital step after consolidation and risk identification. This process allows us to create an ownership structure that is optimal from a legal, tax, and administrative perspective, laying a solid foundation for the stable growth of family wealth for many years.
  • Service
    Any legal structure or family asset cannot exist autonomously; it requires continuous servicing—administration, corporate procedures, accounting, and tax compliance. The burden is particularly heavy during the creation and liquidation of legal entities. Depending on the family's needs, RWM can either minimize or completely remove this administrative load, ensuring efficient management, cost optimization, and regular reporting across all family assets.
  • Administration and Management
    • Administration of ownership structures globally.
    • Selection and supervision of contractors for each field, guaranteeing the best price-quality ratio.
    • Selection of independent managers.
    • Development and provision of administrative infrastructure for holdings.
    • Administration of real estate, collections, private aviation, and yachts.
    • Optimization and control of management expenses, budget development and execution.
  • Monitoring and Reporting
    • Collection and consolidation of data across all family assets.
    • Analysis of risk, efficiency, and profitability.
    • Preparation of consolidated reporting with any level of detail by asset class and portfolio-wide.
    • Reporting on fees paid and disbursements to third parties.
  • Lending and Financing
    • Sourcing optimal terms for lending and financing, negotiating terms with banks and third parties.
    • Financing and refinancing assets, including real estate, private aviation, and yachts.
    • Lending and lending secured by all asset classes, including mortgage financing.
  • Buying and Selling
    • Services accompanying the purchase and sale of all asset classes, including securities, precious metals, collections, and real estate.
    • Preparation, legal support, and execution of transactions.
    • Sourcing the asset or sales channel.
    • Valuation and investment attractiveness assessment.
    • Legal and technical due diligence of the asset.
  • Tax and Accounting
    • Advising on tax and accounting matters.
    • Maintaining tax and accounting records, financial reporting for all asset types and legal structures.
    • Analysis of tax risks, tax planning for transactions.
    • Advising on change of jurisdiction, support during redomiciliation.
    • Support in interactions with banks and authorities, representing the client's interests in court.
  • Asset Service Management
    • Support for valuation and insurance of all asset types, including real estate, yachts, private aviation, and collections.
    • Selection of verified contractors.
    • Review of current insurance policies, assistance with revising terms and changing providers.
    • Consulting on life, health, and third-party liability insurance.
LEGAL SUPPORT
  • Expertise
    Our level of expertise, uncompromising approach to reputation, and focus on long-term cooperation preclude the use of aggressive or temporary solutions. We thoroughly develop every element of the strategy to ensure a high level of legal protection, stability, and portfolio efficiency across the chosen planning horizon. RWM’s scale, fast qualitative, and quantitative growth provide the necessary power and flexibility for success.
  • Real Estate
    Our team assists your family in developing effective scenarios for the acquisition, ownership, and disposal of real estate. RWM works with both residential and commercial properties in any jurisdiction worldwide. As with other family assets, collaboration formats include consulting, transaction support, delegating specific tasks, or transferring the entire property portfolio to our management.
  • Alternative Assets
    Alternative assets include many complex instruments with multi-layered structures, requiring specialized knowledge. Our experience allows us to select the most promising opportunities. RWM provides legal support for all types of alternative assets: participation in private equity (including venture capital) and investments in collections.
  • Direct Investments
    Participation in developing companies with good potential that are not yet publicly listed helps differentiate the family portfolio and increase its effectiveness. With careful selection, private investments offer participation in the formation of businesses capable of making breakthroughs in their segment.
  • Venture Investments
    A type of direct private equity investment targeting young, high-tech companies not listed on the stock exchange. The exponential speed of technological development annually ensures the creation of dozens of revolutionary solutions that fundamentally change our world and offer exciting investment opportunities.
  • Collections
    • While the main motivation for collecting often lies in personal passion (art, antiques, wine, classic cars, etc.), these "objects of passion" are also an integral part of direct investment, which, with a professional approach, can differentiate and strengthen the portfolio.
SUCCESSION
  • Planning for Changes in Family Composition
    Everything is subject to change—our views, goals, business plans, and strategies—but peace and harmony within the family remain an unchanging priority. Over time, a family may experience joyous events (marriage, birth of children/grandchildren) or difficult changes (divorce, loss of a family member). Timely planning helps families navigate all changes, protecting them from unnecessary emotional and administrative burden.
  • Preparing for Inheritance
    Competent preparation for transferring assets to the next generation involves not only developing an inheritance system but also creating a reliable and efficient asset structure. Ownership structures can become outdated due to rapid legislative changes, complexifying partnerships, changes in family composition, business growth, geographic expansion, and the addition of new asset classes to the portfolio.
  • Education and Involvement of Future Generations
    In global practice, building succession in managing family assets is not limited to the formal transfer of inheritance rights; it also implies the formalization of family values, regular family councils, and the timely education and involvement of heirs in management.
CONTACTS
WE WOULD BE DELIGHTED TO ANSWER YOUR QUESTIONS AND ARRANGE A PERSONAL MEETING.
info@reguluswm.com