Capital Structuring for Family Offices

Capital Structuring for Family Offices

Preserving Wealth. Unlocking Global Opportunity.

Lord Waverley Global provides bespoke capital structuring solutions tailored to the unique objectives, risk profiles, and legacy considerations of family offices and high-net-worth principals. We specialize in enabling cross-border investment strategies, structuring efficient vehicles, and aligning capital with opportunity across sectors and jurisdictions.

Our approach balances capital preservation with targeted growth, integrating impact, sustainability, and next-generation legacy planning where required. We operate as a discreet, trusted advisor in complex environments where relationships, governance, and global access matter most.

Our Services Include:

  • Investment Holding Structures
  • Design and implementation of tax-efficient, multi-jurisdictional holding companies and SPVs to facilitate global investment flows.

  • Co-Investment and JV Structuring
  • Identification, evaluation, and structuring of aligned co-investment opportunities across private equity, infrastructure, real assets, and operating companies.

  • Portfolio Diversification Strategy
  • Development of cross-sectoral capital allocation frameworks tailored to macro trends, geopolitical shifts, and sector-specific value creation.

  • Sovereign and Institutional Access
  • Enabling privileged access to public-private opportunities through strategic positioning and structured deal channels with governments and DFIs.

  • Legacy and Succession Planning Integration
  • Alignment of capital strategy with family governance, philanthropic objectives, and intergenerational transfer mechanisms.

  • Impact and ESG-Aligned Capital Deployment
  • Structuring green and sustainable investment vehicles, ESG screeners, and impact metrics for conscious capital deployment.

Specialist Access & Deal Origination:

Through our deep global networks, we provide early-stage access to:

  • Strategic infrastructure opportunities
  • Green and energy transition projects
  • Agri-value chain investments
  • Sovereign-linked and bankable trade platforms
  • Technology ventures with institutional co-backing

Discreet. Strategic. Relationship-Driven.

We understand the unique sensitivities of family offices — discretion, alignment, and long-term value creation are at the heart of our service model. Whether establishing a new family investment office or enhancing an existing capital platform, we provide integrated advisory with global reach and personal trust.