Wealth management is the process of meeting the needs and wishes of affluent clients by providing the appropriate financial products and services.

We act as an advisor, professional expert and mediator between the client and provider.

Wealth Planning

Your wealth can be held in trusts, foundations or private investment companies so as to optimize your tax exposure and assist you with planning issues. Structuring a fortune in order to optimize taxation and estate planning is essential in securely managing assets.

Foundations, Trust and Private Investment Companies

One method commonly used to ensure continuity over several generations is to establish a trust or foundation as the vehicle for holding assets. You can then choose the jurisdiction in which to register these entities to meet your particular needs in the best way. We provide comprehensive advice on the best legal structuring for holding your wealth safely, optimizing your tax exposure and enhancing the long-term sustainability of your assets.

Life Insurance

Life insurance can be an effective way to finance your future needs, as well as protect your wealth short term.

Estate Planning

Wealth structuring consulting plays a key role in succession planning to ensure that your fortune is transferred to future generations. Rockwill will gladly introduce you to specialists in international estate planning. These specialists can advise you on arranging your financial affairs over the longer term to optimize your tax exposure and enhance the long-term sustainability of your assets.

Property and Business Tax Optimization

If you are selling or buying real estate, it is crucial to assess and optimize the tax consequences. If you own a business, our tax advisers will gladly advise you on the tax aspects and structuring options for acquisitions, disposals, stock options and share plans.

Rockwill employees are professional consultants in various fields connected with real estate, including construction, renovation, expansion, rent, lease and sale of properties, selection of properties, allocation of investments, consulting, valuation, market research, marketing and project promotion, property and asset management.
We offer a full range of consulting services not only for developers and owners but also for other companies or individuals considering acquisitions of real estate assets.
Our experience and capabilities in the real estate market allow us to approach every task in a uniquely tailored way and to provide effective results with minimum related risks and the guarantee of maximum return onyour investment.

Our specialists work closely with different investment banking departments around the world, offering investors a wide range of consultancy services regardless of their geographical location.

Thus, we are able to offer our clients strategic consulting on both a local and global scale.

Construction and Renovation, Expansion as Targeted Investment

Sales and Acquisitions of Single Assets & Portfolios

Investment Consultancy Across All Asset Classes

Private Equity Financing / Mezzanine Financing

Senior Debt Raising for Refinancing / Investment Financing

The basic activity of a Multi-Family Office (MFO)

Legal Work

• Alleviating matters with banks with respect to private expenses and payment for the family needs
• Coordinating cash flow issues of the client’s private holdings, operational companies, other elements of the client’s infrastructure with banks within MFO spectrum
• Coordinating the work of tax advisors and auditors
• Providing financial administration and control (financial reports, tax declarations and other)
• Coordination with the secretarial services/legal providers, administering client’s private holdings, operational companies and other elements of the client’s infrastructure within MFO spectrumLegal support of the ongoing business activity of the client’s infrastructure (agreements, dispute solutions
• Personal and family-related legal matters (advocacy, prenuptial agreements)Legal issues with respect to participation in the operational control over the management of the business assets (participation in shareholders meetings, BOD meetings

Investment Matters

• Defining investment targets
• Defining acceptable risk level
• Choosing strategies and directions of investment
• Choosing portfolio managers/products*
• Controlling portfolio managers’ work*

Legal Real Estate Management

• Organization of transactions on buy/sell/lease of real estate in different countries
• Property management in various countries

Supplementary services

• Succession of wealth in emergency situations (setting up and supporting of trust companies, fulfilling functions of trustees)
• Provision of insurance coverage for assets and family members
• Development of a platform for projects in philanthropy
• Organization and support of transactions with luxury assets (pieces of art, aircrafts, yachts)

The Role of a Multi-Family Office (MFO) in Complex Solutions

An MFO serves as a client’s headquarters that provides an effective interaction (decision making, control, structuring) between the client (his tasks, needs and so on) and providers, consultants, banks and management of beneficiaries’ businesses.

In practice, a central body emerges within the traditional chain of CLIENT–SERVICE PROVIDERS. In this role, an MFO serves to fulfill only one task – find the most effective solutions for the challenges our clients face:

• Mitigating communication processes efficiently to achieve a total understanding of the clients’ tasks by an executive party
• Monitoring of the current, strategic and emerging tasks/targets of the client and their structuring
• Preserving a unified structural architecture of a client, permissible risk level, transparency level and level of control over assets/businesses
• Overseeing providers’ work and management of the current businesses

Utilizing this approach the MFO client his own time and resources. Clients get integrated personal financial investment infrastructure for wealth management – vertically (operational control over managers of different businesses) and horizontally (general control over consultants, providers).

Rockwill Group’s team experience allows develop the most efficient solutions and financial engineering for  complex mandates.

Financial Advice

• Debt restructuring
• Bridge financing
• Attraction of financing, including project and trade finance
• Banking, private and mezzanine loans
• Full and partial sale of business through IPO, private placement, M&A

Strategic consulting

• Valuation of business, projects and ventures
• Development of investment strategies
• Shareholder relations structuring

Tax advice

We have highly qualified specialists in all major global markets.
We provide consulting services on a variety of tax issues, including compliance with legislative requirements and the implementation of tax reporting, tax planning and tax structuring in different jurisdictions.

Restructuring

• Advising on turnaround strategy
• Assisting in negotiations with debt holders and shareholders
• Building strategic alliances

Transfer of title?

• Pre-comprehensive audit commissioned by the seller
• Financial modeling
• Preparation of sales and marketing documents
• Searching for potential buyers and assisting in choosing the best bid
• Tax and legal structuring of the transaction
• Drafting transactional documents
• Reviewing legal, financial and tax aspects
• Submitting documents to the regulators
• Fundraising: banking, private and mezzanine loans, full and part business selling through IPO, private placement, and M&A

M&A advisory

Representation of sellers and buyers

• Conducting due diligence
• Supervising all legal issues
• Structuring of the transaction

Packaging and GP role

• Creating fund structures
• Packaging targets into funds and SLB structures
• Creating multi-class holdings
• Fulfilling GP duties

Special transactions

• Developing and executing protective derivatives
• Providing fiduciary functions
• Serving as escrow agent

Rockwill Wealth Group’s added value:

We present a general picture of the market, provide the full range of potential contractors, and overall advice to meet clients’ goals.

We have extensive experience in arbitrating various transactions, creatively approaching the implementation of potential transactions.

We view challenges as potential opportunities.

We organize complex transactions involving mezzanine finance, swaps, pending assessments, revolving stock options, etc.

We have a long history of harmonizing purchases, sales and restructuring with a diverse array of investors, as well as structuring negotiating transaction terms and conditions in mergers and acquisitions.

We have experience in organizing public offerings on the Warsaw Stock Exchange, AIM LSE and other Exchanges.

We have proven track record in business management as a strategic partner. Our direct involvement and expertise dramatically improve the efficiency of the process under external management. The engagement of a business lender provides additional safety and correct structuring of the rights and obligations of the parties. We have well established relations with state banks, major investment banks, private equity funds and advisors. We have an extensive network of contacts with foreign investors.

Consulting and Advising on the Funds and Holdings Formations

• Legal and financial structuring
• Setup of infrastructure and administration of funds/holdings
• Establishing cooperation with partners (auditors, appraisers, administrators, custodians, tax advisors etc.)

Formation and Management of Investment Partnerships

• Formation of different types of investment partnerships
• Structuring of asset management activities/businesses
• Acting as a general partner of the funds

Professional private equity business

Specialized private equity funds focused on attractive sectors in certain industries, formed in a partnership with the teams of top industrial professionals

Benefits of professional private equity approach

• Opportunities to co-invest into dynamic and highly profitable industries together with top-ranked industry professionals
• Opportunities to diversify investments into attractive sectors where investors lack their own expertise
• Diversification of risks through investing into many projects in partnerships with other investors
• Opportunities to invest in industries/sectors with high entry barrier
• Access to professional expertise in certain industries by establishing direct connections with these industries’ leaders

Rockwill Group’s participation in projects on the investors’ side provides additional guarantees for high-quality service and correct investment project selection.