Zweig Advisory provides strategic counsel to private and family capital on governance, capital organisation, liquidity, and cross-border structuring.
Our work centres on situations requiring discretion, technical clarity, and coordinated execution across multiple jurisdictions.
We advise on the structuring and governance of privately held capital across jurisdictions.
Engagements include ownership and holding architectures, control and voting arrangements, board and beneficiary governance, and pre-transaction structuring for acquisitions, divestitures, and asset migration.
We coordinate implementation with legal, tax, and fiduciary providers and support ongoing board-level decision processes.
We design and coordinate treasury frameworks for privately held groups and family offices.
Engagements include multi-currency liquidity planning, banking and credit facility arrangements, beneficiary distribution pathways, and cross-border payment and settlement infrastructure for capital mobility.
Support covers treasury governance, reporting routines, and ongoing bank and provider coordination.
We advise on private lending and non-dilutive capital access for privately held and family-controlled groups.
Engagements include senior secured, unitranche, mezzanine, revenue-linked and convertible facilities, as well as shareholder and inter-company financing structures.
Support covers lender and syndicate coordination, collateral and covenant alignment across jurisdictions, and integration with treasury and group governance routines.
We advise on risk governance, compliance coordination, and special situations affecting privately held and family-controlled capital.
Engagements include AML/KYC oversight, sanctions and regulatory alignment, enterprise risk frameworks, and forensic review of transactions and counterparties.
Support covers asset tracing and recovery, protection of beneficiary and ownership interests, and the management of distressed portfolios and restructuring scenarios across jurisdictions.
We advise on private market transactions and alternative investment allocations for privately held and family-controlled capital.
Mandates include fund and co-investment selection, term and governance alignment, and coordination of financial, legal, and commercial diligence across counterparties.
Decisions are structured and prepared for investment committees, with ongoing oversight of portfolio exposures within the broader capital and liquidity framework.
We structure digital asset ownership, custody, and transaction-control frameworks for privately held and family-controlled capital.
Mandates include RWA tokenisation arrangements, custody and key-management policies, and alignment with licensing, AML, sanctions, and reporting regimes.
Focus is on access rights, counterparty and platform selection, auditability of transaction flows, and integration of digital positions into group treasury, risk, and governance structures.
Objective is the protection of beneficial ownership and the disciplined deployment of capital in digital markets.
Rebalance of debt and equity positions under covenant or liquidity pressure.
Amendments, extensions, collateral revisions, and creditor coordination.
Executed under multi-jurisdictional legal and banking constraints.
Structured liquidity for beneficial owners without change of control.
Secondary placements, partial redemptions, or preferred equity instruments.
Terms set to preserve governance and long-term capital position.
Origination and structuring of senior, unitranche, or mezzanine financing.
Applied to acquisitions, refinancing, or balance sheet stabilization.
Negotiation with private credit funds, banks, and direct lenders.
Separation of a business unit or asset from a group structure.
Legal, operational, and financial disentanglement with TSA where required.
Delivered under continuity requirements for both separated and remaining entities.
Tokenized representation of real-world assets under regulated custody.
Custody, settlement, and key-control frameworks aligned with AML and reporting rules.
Used to provide fractional access or internal liquidity without ownership dilution.
Temporary board or committee-level representation.
Treasury and reporting discipline re-established at operating level.
Applied in shareholder disputes, management transition, or special situations.
Our mandates are executed in sectors characterized by capital intensity, regulatory exposure, and operational scale.
The perimeter of interests, constraints, and leverage points is established.
Positions, dependencies, and conditions are identified and recorded.
The capital, governance, and control architecture is set.
Rights, obligations, and decision channels are formalized.
The locus of authority and economic benefit remains anchored.
Monitoring, adjustment, and defense are maintained over time.
Offices
Incorporated offices with continuous on-the-ground presence across Europe and the Middle East.
Partner Firms
Selective cooperation supporting mandate execution and local market access across North America and Asia-Pacific.
Initial contact to establish relevance and scope. Held in strict confidence.
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