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Our Services

Bespoke services for
extraordinary clients.

From discreet portfolio management to complex cross-border investment structuring — everything we do is tailored, confidential, and built around you.

Portfolio Management
Portfolio Management
01

Discretionary Portfolio Management

We manage your capital with the full weight of our expertise, acting on your behalf with agreed mandates across equities, fixed income, alternatives, and real assets. Every decision is made in your best interest — always.

  • Fully discretionary or advisory mandates
  • Multi-asset class allocation strategies
  • Risk-profiled portfolio construction
  • Quarterly reporting and performance review
  • ESG-integrated options available
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Strategic Investment Advisory
Strategic Investment
02

Strategic Investment Advisory

We identify, evaluate, and structure direct investment opportunities across private equity, real estate, impact ventures, and cross-border acquisitions — providing our clients with access to deals not available through conventional channels.

  • Private equity and venture co-investment
  • Real estate investment structuring
  • Cross-border acquisition facilitation
  • Letter of intent and term sheet advisory
  • Deal sourcing and due diligence support
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Family Office
Family Office
03

Family Office & Succession Planning

For families with complex, multi-generational wealth, we serve as a trusted single point of coordination — managing relationships with legal, tax, and investment professionals to deliver a unified, coherent strategy.

  • Multi-generational wealth structuring
  • Estate and succession planning
  • Philanthropic advisory and foundation setup
  • Trustee and governance coordination
  • International tax and residency planning
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Transparent, Fee-Based Advice

Ebersbacher Group operates on a transparent fee structure — we do not earn commissions or receive remuneration from product providers. Our counsel is independent, objective, and aligned solely with your interests. All mandates are discussed openly before engagement.

How We Work

Our client onboarding process.

From the first conversation to a fully activated mandate — seamless, transparent, and entirely centred on you.

01
Initial Conversation

A confidential, no-obligation discussion with a senior advisor to understand your objectives, timeline, and expectations.

02
Bespoke Proposal

We prepare a tailored investment proposal and mandate structure aligned to your specific financial goals and risk appetite.

03
Agreement & Onboarding

Legal documentation is completed efficiently. We handle all compliance requirements with full transparency throughout.

04
Active Management

Your mandate is activated. You receive regular reporting, direct access to your advisor, and proactive updates on every material development.

Begin your
private mandate today.

Reach out for a confidential, obligation-free consultation.

Contact Us About the Team →