MT Business Development

We connect significant family wealth with private banks in the U.S. and Switzerland to design investment, preservation and wealth-planning solutions. We operate under a confidential, boutique and fully referral-based model aligned with global KYC/AML standards.

We also originate and structure private equity opportunities, creating direct access to vetted, long-term investments that align strategic capital with tangible value creation.

Scope:
- Access to private banking in different jurisdictions
- Coordination of relationship opening, onboarding and documentation
- Curation of investment and wealth planning solutions with partner institutions
- Family governance and connection with external legal or tax specialists

We work with:
- Families, individuals and entrepreneurs with AUM starting at USD 1M (or equivalent)
- Investors seeking international diversification and private banking
- Clients who value confidentiality, compliance and long-term partnership

1. Referral
 Access available only through invitation from an existing client or trusted partner.
2. Client Onboarding (KYC)
 Understanding of client needs, risk profile and compliance documentation.
3. Bank Selection
 Matching client goals with the right private banking institutions .
4. Relationship Setup & Follow-up
 Coordination with the chosen institution and ongoing governance of the relationship.

We follow strict international KYC/AML due diligence. We do not collect, manage or custody client funds. Custody and execution occur only through regulated private banking institutions. Clients and partner institutions must comply with their respective jurisdictions’ laws and tax requirements.

- Client first: fully aligned interests, no mass sales.
- Transparency: clear disclosure of fees and potential conflicts of interest.
- Confidentiality: absolute discretion regarding client information and operations.
- Discipline: documentation, compliance and process integrity.