• Our Leadership

    Set long-term development direction and goals for our office

    We provide comprehensive strategic financial investment solutions that align with your long-term goals. Our expert team conducts in-depth market analysis and develops tailored investment strategies that optimize your portfolio while managing risk effectively. Strategic Financial Investment Our Expertise A multi-family office focusing on strategic financial investment, small and medium-sized enterprise owner consulting, cross-border capital layout and long-term asset allocation planning

    Noelys

    She founded this company that focuses on core financial strategic investment, serving small and medium-sized business owners, growing startups and multi-family offices. We help clients understand capital logic from a global perspective and establish more resilient asset allocation and strategic paths. On this entrepreneurial road, she is no longer just pursuing "accomplishing one thing", but is more concerned about "whether this thing has truly created long-term value."

    Our consulting services for small and medium-sized enterprises focus on enhancing operational efficiency and driving growth. We partner with business owners to identify opportunities, streamline processes, and create sustainable business models that thrive in competitive markets. SME Owner Consulting Our Expertise A multi-family office focusing on strategic financial investment, small and medium-sized enterprise owner consulting, cross-border capital layout and long-term asset allocation planning

    Mark D. Burger

    He is a senior strategist with more than 20 years of practical experience in finance and investment, and has been deeply involved in multiple cross-industry capital projects, mergers and acquisitions transactions, and high-net-worth asset allocation plans. Based on his forward-looking insight into market trends and deep understanding of capital structure, he worked at Goldman Sachs Financial Group several years ago and held certain positions.

    We specialize in cross-border capital layout, helping families and businesses navigate international investment opportunities. Our expertise ensures that your capital is allocated efficiently across borders, taking advantage of global market trends and regulations. Cross-Border Capital Layout Our Expertise A multi-family office focusing on strategic financial investment, small and medium-sized enterprise owner consulting, cross-border capital layout and long-term asset allocation planning

    Talenya

    Talenya is a senior female strategic expert with more than 20 years of experience in the financial and capital markets fields. She has participated in and led multiple cross-industry investment projects and M&A transactions, and provided professional asset allocation and capital structure optimization advice to high-net-worth clients and companies. She is good at capturing long-term trends in complex market environments and always adheres to a global perspective to understand risks and opportunities.

  • Executive Committee

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    Darian Cole

    Darian Cole is a senior financial planning leader with more than 20 years of professional experience in the financial and capital markets fields. He has held key financial positions in many multinational companies and financial institutions, leading budget formulation, capital structure optimization and long-term investment planning, and has a deep understanding of corporate financial strategies under different economic cycles.

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    Elias Grant

    Elias Grant is a risk management director with more than 20 years of professional experience in the financial and capital market fields. He has worked in many international banks and asset management companies, responsible for building and optimizing the company's comprehensive risk management system, covering market risk, credit risk and operational risk.

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    Julian Mercer

    Julian Mercer is a senior investment strategy leader with extensive experience in the financial and capital markets sector, with more than 20 years of experience. He has served in a number of international financial institutions and investment companies, focusing on asset allocation, macro strategy research, and identification and execution of cross-market investment opportunities.

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    Adrian Westbrook

    Adrian Westbrook is a senior asset management leader with more than 20 years of experience in finance and capital markets. He has worked for a number of international asset management companies and family offices, focusing on portfolio construction, risk control mechanism design and long-term value-added strategies for client assets.

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    Nathaniel Kerr

    Nathaniel Kerr is a senior M&A transaction leader with more than 20 years of experience in the financial and capital markets sector. He has worked in a number of international investment banks and private equity firms, focusing on the full process management of cross-industry M&A transactions, including target screening, valuation modeling, due diligence and negotiation execution.