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.

    • Long-term portfolio design

    • Asset allocation frameworks

    • Investment policy development

    • External manager and product selection

    • Ongoing portfolio review and oversight

    • Deal screening and evaluation

    • Private debt and real asset opportunities

    • Direct investments and co-investments

    • Transaction structuring support

    • Due diligence coordination

    • Capital deployment strategy

    • Liquidity planning

    • Holding and investment structure advisory

    • Cross-border structuring coordination

    • Collaboration with tax and legal advisors

    • Business owner exit readiness

    • Intergenerational transfer strategy

    • Family governance frameworks

    • Estate structuring coordination

    • Philanthropic strategy support