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A Qualified Family Office Professional (QFOP), who offers over 20 years of Wall Street experience, founded the Credit Veritas Family Office Division. We provide impartial & tailored solutions to assure your desired end result, while maintaining privacy & wealth preservation at the forefront of every transaction. An impressive track record of dealing with Family Offices worldwide provides a comforting reference for our potential clients. To assure further privacy, a recent expansion of product and service offerings enables our team to meet most of your needs in-house. Credit Veritas is actively connected with countless professional associations and executive networks across the world enabling our clients the access to the best industry talent and unique investment opportunities. Product and service offerings include:

Consulting

(In-House)
Merger & Acquisition
Due Diligence
Project Management
Product Sourcing & Exit
Financial Analysis
Negotiation/Mediation
Assessment/Feasibility
Business Structuring
Institutionalizing
Syndication
Risk Control
Policies & Procedures
Roll-ups
Consolidation
Dissolution
Referrals

 

Finance

(In-House)
Club Deals
Join Ventures
Traditional Finance
Refinance
Bridge Loans
Mezzanine Loans
Hard Money
Construction Finance
Project Finance
Trade Finance
Debt & Equity Capital

Accounting

(Outsourced)
Wealth Preservation
Cash Flow Management
Tax Planning
Compliance
Philanthropic Advisory
State Residency Planning
Cross-border Planning
Asset Class Allocation
Estate Planning
Succession Planning
Trust Services
Auditing

Brokerage

(In-House)
Private Jets
Yachts
Fine Art & Jewelry

Insurance

(In-House)
Captive Insurance Company
Property & Casualty
Life & Health
Marine Insurance
Aviation Insurance

Consierge

(Outsourced)
VIP Event Access
Lifestyle
Travel Planning
Event Planning
Transportation
Home Management

 

 

 

 

 
 
 

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Credit Veritas – a Family Office Consulting Company

Americas • Europe • Asia • Australia
TRUMP BUILDING - 40 WALL ST, 28th FL NEW YORK, NY 10005
Corporate: (+1) 212-729-4455   E-mail: info@creditveritas.com

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