Financial Services

Financial Situation Analyis

Family offices are structures specially designed to manage and protect the financial assets of wealthy families. By analyzing your family's financial situation, we create a plan to help your family achieve their long-term financial goals.

Our services in this field:

A comprehensive assessment of your family's assets and income
Determining your family's financial goals
Analysis of the risk and return profile of your investment portfolio
Tax planning and optimization
Strategies for transferring wealth from generation to generation
Regular reporting on the family's financial situation

We use our Generative Artificial Intelligence tool in financial situation analysis and reveal the financial situation within minutes. In the analysis we use, we perform the following basic analyzes on the balance sheet.

Horizontal Analysis (Comparative Tables Analysis)
Vertical Analysis (Percentages Method)
Trend Analysis (Trend Percentages Analysis)
Ratio Analysis (Ratio Analysis)

With Productive Artificial Intelligence, we can extract and interpret the following ratios within minutes.

Liquidity Analysis Ratios
- Current Ratio (Current Assets / Short-Term Foreign Resources)
- Liquidity Ratio ((Current Assets-Stocks)/Short Term Foreign Resources)
- Cash Ratio ((Cash + Banks + Capital Assets) / Short-Term Foreign Resources)
Financial Structure Analysis Ratios
- Equity Capital (Equity Capital/Total Assets)
- Leverage Ratio (Total Debts/Total Assets)
- Liabilities Ratio (Debts/Equity)
Activity Analysis Rates
- Inventory Turnover Rate (Cost of Goods Sold / Average Inventories)
- Asset Turnover Rate (Net Sales/Total Assets)
- Average Collection Period (Trade Receivables/(Annual Sales/360))
Profitability Analysis Ratios
- Net Profit Margin ()
- Return on Total Assets – ROA (Net Profit/Total Assets)
- Return on Equity Ratio – ROE (Net Profit/Equity)

Creating Funds and Investment Strategies

As a family office, we create special funds and investment strategies for you to protect and grow your assets. We help you invest in a way that suits your goals, risk tolerance and time horizon.

Our services in this field:

Determining your investment goals
Assessment of your risk profile
Analyzing your assets
Research and comparison of different investment instruments
Creating a diversification strategy
Regular monitoring and updating of your investment portfolio

Our expert team uses the latest market trends and analysis to create investment strategies that best suit you. By taking into account all risks and opportunities related to your investments, we develop strategies that will help you grow your assets in the long term. Especially with the Diversification strategy, we provide the following benefits by enabling you to spread your investments across different asset classes, sectors, geographies and investment instruments.

Reduces risk: Investing in different assets reduces the impact of a decline in any asset on your portfolio.
Optimizes returns: Diversification allows you to benefit from the returns of different asset classes.
Creates a more stable portfolio: A diversified portfolio is more resistant to market fluctuations
Provides more investment options: Investing in different assets expands your investment horizons.

Project Finance Management

As a family office, we offer you special solutions to meet the financing needs of your project. We support you throughout the entire process, from financing planning of your project to finding financing sources and negotiating financing contracts.

Our services in this field:

Determining the financing needs of your project
Research and compare different financing sources
Preparation and submission of financing proposal
Reviewing and negotiating financing agreements
Arrangement of financing guarantees
Managing financial flows
Evaluation of all risks and opportunities related to financing

Our expert team follows all developments in the financial markets to meet the financing needs of your project in the most appropriate way. When planning the financing of your project, we take into consideration your project's risk profile, repayment capacity and financing costs.

Merger – Acquisition (M&A) / Public Offering

We actively support and create value for our customers in company sales and acquisitions, from finding a buyer, identifying the company to be purchased, establishing transaction structures, technical and legal preliminary examination, negotiations and transaction closing. We provide consultancy services both in the pre-merger and acquisition preparation phase, in guidance according to the buyer or seller side, and in the pre-public offering share sale (pre-IPO) phase.

We support you throughout the entire process of your company's public offering. We coordinate all parties in the transaction and the process with a perspective that takes into consideration the interests of your shareholders and your company.

Our services in this field:

Investment bank selection and guidance
Selection of legal counsel and coordination of the entire public offering team
Participation in meetings with CMB and Borsa Istanbul officials
Shareholders' and company executives' meetings with potential investors and participation in Road Shows
Suggestions and opinions for the structure that will provide the most impartial and highest benefit, taking into account the interests of the company
We are here to facilitate the public offering process and maximize the success of your company.

Machinery Equipment Rental

Renting is one of the most convenient ways to access the right equipment at the right time and at the right cost. With our machinery and equipment rental consultancy service, we help you find the rental solution that best suits your needs.

Our services in this field:

Determining the equipment you need
Researching and comparing rental options
Reviewing and negotiating the rental agreement
Supplier selection and management
Consultancy and support during the rental period
With our many years of experience and extensive connections in the industry, we enable you to find the most suitable rental solution and save time and money.

Green Transformation

As a family office, we offer you tailored green financing consultancy services to contribute to sustainable development goals and manage your assets in an environmentally and socially responsible manner.

Our services in this field:

Research and evaluation of green financing instruments and investments: We examine different green financing instruments and investments such as green bonds, sustainable loans, impact investment and offer you the most suitable options.
Creating a green financing strategy: We help you create a green financing strategy that meets your investment goals and sustainability criteria.
Management of green financing practices and reporting: We manage all green financing-related applications and reporting on your behalf.
Assessment of sustainability risks: We evaluate the sustainability risks related to your investments and offer solutions to reduce the risks.

Our expert team follows the latest developments in the field of green financing and offers you the most up-to-date and comprehensive consultancy service. We help you protect and grow your assets through green financing, contribute to sustainable development goals and benefit the environment and society.