Wealth Foundation
We assess ownership, corporate structure, governance, compliance, banking readiness and risk.
Smart Wealth Management
Structure and govern wealth across ownership, banking and risk.
Strategic Business Advisory
Align strategy, capital and banking relationships to operational reality.
Future-Ready Wealth
Build the governance and decision frameworks that keep pace as ownership, jurisdictions and circumstances change.
About 28 Privé
Wealth is not a static asset. It’s a living system shaped by the decisions made today.
We ensure today’s business decisions strengthen tomorrow’s wealth. We bring alignment to fragmented specialist advice, connecting how a business is structured, how decisions are governed, how financial relationships are built, how risk is managed, and how value passes from one generation to the next.
Our expertise
The Keyheld Method
Wealth Growth
We align strategy, capital, banking relationships, expansion and transactions.
Wealth Preservation
We consider succession, continuity, protection and the transfer of responsibility across time.
Private clients
Shaped by business, family and legacy.
- Family Offices
- Holding Companies
- Private Investors
- Founders & Entrepreneurs
- Professional & Referral Partners
- International Business Owners
Our Process
Guiding Informed Decision-Making
Understand
We begin with the full context: your objectives, ownership, structures, relationships, constraints and immediate priorities.
Assess
We identify dependencies, risks, gaps and opportunities across the mandate, distinguishing urgent action from important long-term work.
Strategize
We develop a coordinated course of action, define decision points and determine where specialist advice is required.
Coordinate
We brief and align the relevant advisers and institutions, keeping the mandate coherent as it moves from decision to execution.
Steward
We remain involved beyond the immediate engagement to monitor progress, adapt the strategy and preserve continuity.
