Private Advisory.
Private Client Advisory
Confidential Investment Ecosystem for Elite Investors and Global Families
At ZY IMMO Capital, our Private Client Advisory service is designed for those who require more than transactional support — they need tailored solutions, strategic guidance, and absolute discretion.
We work with ultra-high-net-worth individuals (UHNWIs), global entrepreneurs, top-level executives, and international families who expect refined, personalised investment structuring and access to exclusive opportunities across Europe.
???? What Makes Our Private Advisory Unique
We don’t just manage property deals — we act as your personal investment partner, aligning with your life, your capital, and your long-term vision. You are assigned a dedicated private advisor and a confidential support team coordinating across legal, financial, and real estate experts.
???? Our Advisory Offer Includes:
✅ Confidential Property Acquisition
Access to ultra-prime and off-market assets in Europe’s key cities and resorts
NDA-protected deal flow and silent negotiation channels
Secure corporate structures for anonymous transactions
✅ Global Investment Strategy
Diversified asset placement across Cyprus, France, Austria, Germany, and Greece
Portfolio construction for long-term capital preservation and yield optimization
Scenario modeling and entry/exit timing advisories
✅ Family & Relocation Advisory
Golden Visa programs for wealth mobility and EU access
School and healthcare planning for families relocating to Europe
Multi-generational property planning and EU base establishment
✅ Legal, Tax & Wealth Structuring
Cross-border advisory with vetted legal, tax, and fiduciary partners
Creation of family holding companies, trusts, or fund vehicles
Tailored solutions for inheritance, succession, or liquidation planning
✅ Concierge & Lifestyle Integration
Relocation logistics, private school admission, and health concierge
Acquisition of luxury assets (yachts, vineyards, art, hospitality)
Ongoing portfolio management and property operation support
???? Who We Serve
UHNW investors seeking discretion and structure
Business owners expanding operations or diversifying assets
Families relocating with strategic tax/residency planning
International clients entering the EU for lifestyle, security, or heritage reasons
???? How We Work
We begin with a confidential discovery consultation, followed by the development of your private investment framework. Engagement is either success-fee based, retainership, or combined — depending on the scope and jurisdiction.
Your privacy is our foundation.
Your strategy is our mission.
Your legacy is our commitment.
???? Request a confidential call:
Email: info@zyimmo.de
