About the Fund

The fund was established as a family investment structure with a long-term horizon and an institutional approach to capital management.

We develop projects with a focus on continuity, responsibility and preserving asset value.

The Foundation operates in the EU, Switzerland and Portugal and cooperates with a limited number of partners.

We select projects that offer sustainable growth, a transparent structure and shared responsibility for results.

Why does this structure work?

• Understandable to investors;
• Understandable to banks;
• Does not violate regulatory boundaries;
• Easily scalable;
• Suitable for family funds/private offices.

The Fund's comprehensive approach

Financial basis

We assist in preparing the structure and documents for KYC compliance and opening accounts with banks in Switzerland and Portugal, ensuring compliance with banking requirements and readiness for investment activities.

Capital allocation

The fund advises on the formation of investment portfolios, including securities and project investments, taking into account the partner's objectives, timeframes and risk level.

Joint project development

We analyse our partners' projects and, if we decide to proceed, we participate in financing and management, acting not simply as an investor but as a strategic co-investor.

Foundation Projects

Partners can also participate in the Fund's investment projects, where we provide structuring, management and transparent reporting.

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