OUR SERVICES
Bespoke Solutions for Dynastic Wealth
At Azra, we architect strategies attuned to the evolving needs of UNHW individuals and families, recognising that true wealth stewardship spans generations, jurisdictions and cultural contexts. Our team combines regional expertise with adaptive service models to address your family’s unique challenges while preserving Hellenic heritage.
Investment Management
We provide tailored investment strategies aligned with each family’s unique goals and risk tolerance. Our expertise includes:
Private Equity & Venture Capital
Access to exclusive deal flow in Southern Europe and MENA.
Real Assets
Strategic real estate investments and property management.
Sustainable Finance
ESG-compliant portfolios supporting the blue and green economy.
Legacy Planning
Our legacy planning services ensure seamless wealth transfer across generations:
Estate Planning
Customised wills, trusts and succession strategies.
Tax Optimisation
Cross-border tax planning to minimise liabilities.
Family Governance
Development of family constitutions and next-gen education programs.
Family Governance
We help families establish robust governance structures:
Family Councils
Regular meetings to align family values with investment decisions.
Conflict Resolution
Mediation services for family disputes.
Next Generation Programs
Educational workshops and mentorship initiatives.
Philanthropic Services
We support families in their philanthropic endeavours:
Strategic Giving
Impact-focused philanthropy aligned with family values
Tax Optimisation
Efficient management of charitable contributions
Cultural Heritage Preservation
Support for cultural projects.
Concierge
To enhance our clients’ lifestyle, we offer:
Travel & Leisure Planning
Personalised travel arrangements and event management
Household Management
Staff recruitment and household administration.
Personalised Support
Discreet assistance with personal requests.
Specialist Advisory
We facilitate specialist advisory support through our extensive network:
Legal Services
Expert legal counsel on family matters and business ventures.
Risk Management
Strategic risk assessment and mitigation strategies.
Regulatory Compliance
Ensuring adherence to international financial regulations.