INVESTMENT
& BUSINESS
ADVISORY

Our network and inhouse expertise allow us to provide you with a wholly customized service. Whether you are seeking advice on investments or the operational setup of your business we can help you explore creative possibilities and solutions. We can help you gain access to the Netherlands, the ecosystem that is the gateway to Europe and the world.

INVESTMENT
GUIDANCE

If you consider making an investment, we can help you to develop and manage your investment strategy. Investment advisory services can either be provided by Align or we can introduce a selection of investment advisors who can be engaged fulltime/part-time by your company.

Advisory services, whether outsourced to Align or provided by an inhouse advisor generally consist of:

Analysis of the possibilities in the existing or for the new portfolio

Preparation of an investment proposal based on the company’s investment strategy

Presentation of the proposal to management

Advice in the execution of the proposal

Ongoing advice on the management of your portfolio

Set-up of an investment committee that advises the Dutch company’s managing director on investment opportunities

Client reporting on a periodical basis

CO-
INVESTMENTS

Together with advisors, we are constantly looking for investment opportunities in the Netherlands. Asset classes that have our main interest are real estate (commercial and residential) and private equity (direct investments and PE funds). Investments that are approved by our investment committee are introduced to our clients.

There are different options to set-up an investment. An investor can either invest directly, through a fund, a joint-venture company or a special purpose vehicle. We can assist in identifying the option that aligns to your investment strategy and help you with the implementation. From a real estate perspective we can introduce real estate agents, schedule viewings, determine an investment plan, help with the necessary legal process and due diligence for the acquisition and engage a property manager. For private equity investments we will provide an analysis on prospective investments, assist you in negotiations and help with the necessary legal process and due diligence for the acquisition.

Once an investment is completed, we provide or assist the inhouse investment advisor with the preparation of periodical reporting packages to update you on the performance of your investments.

FAMILY BUSINESS
& HIGH NETWORTH
CLIENTS

Next to our investment guidance we can offer the following services cutomised for family businesses as well as high net-worth Individuals

Establishment of a family governance committee

Establishment of advisory board

Drafting of family constitutions and policies

Assistance in estate planning and asset protection

Advising in investment decisions

OPERATIONAL
ADVICE

Thanks to our talent pool we have access to the experience of a group of experts from a variety of industries. These experts are at your disposal to discuss any operational matters you feel you could use advice in.