Introduction
Investment and Related Services
Private Asset Management Team
  Private Asset Management Division
INVESTMENT& RELATEDSERVICES

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Identification, review and analysis of potential new investment opportunities for clients, based upon their specific objectives.

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Offers advice and management on financial services companies, special situations, investment funds, international and domestic real estate portfolios and other long-term strategic investments.

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Services comprise investment origination, negotiation, due diligence, on going monitoring and management, financing/refinancing and eventual disposition.

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Provides expertise in structuring the proper investment vehicles and in determining the most advantageous domiciles for international investors - This is done in conjunction with client's legal counsel to ensure optimal legal and tax benefits.

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When appropriate, Private Asset Management coordinates with other Wafra Divisions so that the client receives their expertise in that area.

 

 

Wafra Investment Advisory Group, Inc.
345 Park Avenue, 41st Floor
New York, New York 10154-0101