Private Wealth Management
What We Offer
Taurus Capital Private Wealth Management provides independent wealth advisory and investment structuring services for high-net-worth individuals, families, and entrepreneurs. We focus on long-term capital strategy, disciplined portfolio construction, and access to carefully selected direct and private investment opportunities. Our role is advisory and structure driven with each solution tailored to the client’s objectives, risk profile, and liquidity needs. By combining transaction experience, private market insight, and strategic planning, we support clients in preserving, growing, and efficiently deploying capital across generations.
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Long-term portfolio design
Asset allocation frameworks
Investment policy development
External manager and product selection
Ongoing portfolio review and oversight
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Deal screening and evaluation
Private debt and real asset opportunities
Direct investments and co-investments
Transaction structuring support
Due diligence coordination
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Capital deployment strategy
Liquidity planning
Holding and investment structure advisory
Cross-border structuring coordination
Collaboration with tax and legal advisors
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Business owner exit readiness
Intergenerational transfer strategy
Family governance frameworks
Estate structuring coordination
Philanthropic strategy support