OUR DYNAMIC SOLUTIONS
TO YOUR PROBLEMS.
KEY - PLAN | DESIGN | BUILD | PROTECT
Runa Advisors Family Office Service Ensures Your Personal, Business & Wealth Growth - Sustainably & Transparent - By Activating & Engaging In Our Exclusive Global Network.
1.FAMILY GOVERNANCE & EDUCATION
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Family governance
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Family education plan
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Family meeting coordination
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Family news communication plan
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Leadership training
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Career planning
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Coaching and mentoring
2. FAMILY PHILANTHROPY & WEALTH TRANSFER PLANNING
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Multi-generational objectives
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Personal giving programs
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Foundation trustee training
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Private foundation management
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Governance & board development
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Strategy analysis & implementation
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Foundation & grant administration
3. INVESTMENT STRATEGY & IMPLEMENTATION
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Investment policy development
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Asset allocation plan development
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Investment managers selection
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Investment vehicle structures
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Custodial oversight
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Core asset class oversight
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Alternative asset class oversight
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Special asset class research
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Allocation & rebalancing oversight
4. INTEGRATED FINANCIAL STRATEGIES
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Balance sheet analysis
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Integrated tax & income plan
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Retirement planning
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Analysis of professional advisors and fees
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Tax & income plan implementation
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Bank financing analysis and negotiations
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Coordination of team of advisors
5. IMPACT INVESTING
We are specialised in investments that are made with the intention to generate positive, measurable social and environmental impact alongside a financial return.
EMERGING & DEVELOPED MARKETS
Impact investments can be made in both, emerging and developed markets and target a range of returns from below market to market rate, depending on investors' strategic goals.
SUSTAINABLE AGRICULTURE
The growing impact investment market provides capital to address the world’s most pressing challenges in sectors such as sustainable agriculture, renewable energy, conservation, microfinance, and affordable and accessible basic services, including housing, healthcare, and education.
THE RUNA NETWORK - ADVISORY | BROKERAGE | CONCIERGE
At Runa Advisors we provide access to our extensive network that has been established in 35+ years. We have a unique, trustful network, enabling us to connect people with rare off-market investment opportunities within fine art, collectibles and real estate.
