Your Personal Wealth Concierge

Strategic wealth management, advisory, and access to exclusive investments conducted with absolute discretion

At “Find your finance”, we provide bespoke strategies, innovative solutions, and expert guidance to help businesses grow confidently. Our team of seasoned professionals navigates complexity so you can focus on achieving your goals

Our services

International structuring

Expert guidance on cross-border taxation, asset structuring, and residency solutions for global citizens

Investment advisory

Access to exclusive opportunities — from private equity to alternative assets — tailored to your goals and risk profile

Financial drector consultation

We will analyze your request not in theory, but in the context of your business:
 how your finances are structured today, what is holding back growth, and which step will deliver results tomorrow.

Financial modeling

We model your business hypothesis and calculate countless scenarios. The financial model will show sales funnels, profitability, free cash flow, cash gaps, financing needs, and payback periods.

All services

Our Advantages

22%
Average profit increase
On average, our clients increase their net profitability through optimized financial structures and smarter capital management.
$43K
Average savings
The typical client saves over $43,000 by reducing unnecessary costs, improving tax efficiency, and consolidating financial processes.
50+
Businesses transformed
We have successfully supported more than 50 businesses across Europe with tailored financial concierge solutions.
3h
Or less response times
Our clients receive expert support within three hours or less, ensuring fast decisions and uninterrupted financial operations.

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our cases

  • Personal financial optimization for an EU-Based Entrepreneur

    The client is a business owner operating across multiple European countries. We structured personal and corporate accounts, optimized tax exposure in compliance with EU regulations, and streamlined financial reporting. As a result, the client gained full visibility over capital and reduced operational complexity. The client is a business owner operating across multiple European countries. We structured personal and corporate accounts, optimized tax exposure in compliance with EU regulations, and streamlined financial reporting. As a result, the client gained full visibility over capital and reduced operational complexity.
  • Financial support for family relocation to Europe

    The client planned a family relocation and required comprehensive financial assistance. We facilitated bank account openings, selected appropriate banking and insurance solutions, and built a clear financial plan for the new jurisdiction. The relocation was completed smoothly, without unexpected financial risks or costs. The client planned a family relocation and required comprehensive financial assistance. We facilitated bank account openings, selected appropriate banking and insurance solutions, and built a clear financial plan for the new jurisdiction. The relocation was completed smoothly, without unexpected financial risks or costs.
  • Dedicated financial concierge for a senior executive

    Due to a demanding schedule, the client needed to fully delegate financial matters. We managed banking relationships, payment oversight, major purchases, and long-term financial planning. The client saved valuable time while maintaining confidence that all financial affairs were professionally handled.
  • Personal financial optimization for an EU-Based Entrepreneur

    The client is a business owner operating across multiple European countries. We structured personal and corporate accounts, optimized tax exposure in compliance with EU regulations, and streamlined financial reporting. As a result, the client gained full visibility over capital and reduced operational complexity. The client is a business owner operating across multiple European countries. We structured personal and corporate accounts, optimized tax exposure in compliance with EU regulations, and streamlined financial reporting. As a result, the client gained full visibility over capital and reduced operational complexity.

Concierge Packages

Global mobility package

Family office support (operations, governance, succession planning)
Wealth management (family capital strategy, consolidated reporting)
International structuring (asset-holding structures, inheritance setups)
From 200$

International entrepreneur setup package

International structuring (companies, banking, tax residency)
Investment advisory (diversifying business-generated capital)
Wealth management (personal vs. business asset separation)
Optional: Family office support
From 200$

Relocation & tax optimization package

International structuring (residency selection, compliance setup)
Wealth management (asset transition strategy)
Family office support (documentation, lifestyle logistics)
From 200$

Have questions? Get in touch!

You can contact us by phone at +34 93 123 45 67

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