About Legacy Wealth & Corporate Services
Independent and truly global, Legacy Wealth & Corporate Services is a tailor made solution firm for Corporate Services, Alternative Investments and financial & banking advisory.
Our team and global network has long track record in each area we advise.
With a unique understanding of the complexities of making business and invest around the world, helped us to develop robusts and consistents solutions that create value for our clients.
We are focused on the quest for growth and commited with the code of ethics and standards of professional conduct.
Our approach, employing factor investing strategy, exposing investors to risk factors with a sound economic foundation, rigorous academic and industry reserch to support their presence added to 35-year professional expertise in the aviation industry, has consistently delivered high mean and positive-skewed payoffs in mispriced aviation assets investments.
Arbitrage opportunities are also captured by our team, providing attractive return during good and bad times.
Innovative
investment
approach
Alternative
Investments
Real Assets
Natural Resources and Land
Commodities – Foward, Futures and Options on Futures
Real Estate
- Listed:
- REIT´s and ETF´s
- Unlisted:
- Privately Held Real Estate
- Open-end and Closed-end Real Estate Funds
- Funds of Funds
- Real Estate Derivatives:
- Futures on Indices
- Open-end and Closed-end Mutual Funds
Infraestructure Assets
- Debt
- Equity:
- Private Funds
- Public Traded Funds
- Direct Deals
- Public Traded Infraestructure Companies
Intelectual Property ( IP ): Acquisition and Licensing Strategies
Hedge Funds and Managed Futures
Private Equity – Equity and Debt
Strucutured Products
Credit Risk and Credit Derivatives
Weather and Climate derivatives. Brazillian Market
Equity Linked Structured Products
Risk
Management
Our Goal
To educate and help our clients to make better informed risk decisions “creating a culture of risk awareness”.
What We Do
Quantitative and Qualitative Risks
- We develop leading risk management principles, practices, approaches and models, as well as provide our clients with pertinent advice and tools necessary to adopt this system of knowledge
- We work closely with our clients to enhance their ability to measure risk, transfer or manage it and report on it
Operational Risks
- We focus on data and model risk and help our clients improve the efficiency of their operational risk management related to front office activities
- From rogue trading pattern detection, to prevention of internal pricing model arbitrage, we implement a wide range of operational risk solutions
INDUSTRY EXPERTISE
Alternative Investments
- What we do:
- Key performance measures for different strategies and aggregation into overall portfolio measures
- Simple yet robust modelling of extreme events (tail risk)
- Risk convergence: Systematic harmonization of governance, risk management and control functions
- Operational and Investment Due Dilligence
- Develop portfolio insurance strategy
Energy
- Oil & Gas. We help our clients unlock value by:
- Assisting with due diligence in preparing for an acquisition
- Designing and implementing effective and understandable energy hedging strategies that fit the unique need of each client
- Developing refinery margins optimization using a combination of financial instruments
- Developing new or optimizing existing (re)insurance program
- Energy Markets, Utilities, Alternative / Renewable Energy:
- We design, trade, and provide commodity-linked weather products as risk management tools in the energy markets
- Effectively manage supply intermittence that is inherent in renewable assets, and optimize their dispatch in the balancing and the day-ahead markets
- We provide risk transfer solutions to hedge weather intermittence. These solutions may be used to enhance project financing and manage seasonal or annual cash flow risk
- We develop new or optimize existing (re)insurance program
Climate Resilience
- Physical climate risks:
- We develop risk transfer solutions and risk capacity for risks caused by the increasing occurrence of extreme weather such as drought, extreme rainfall, heat waves, the polar vortex and extreme snow storms. These risks became critical drivers of financial performance for businesses globally
Agriculture
- What we do:
- We develop financial products and (re)insurance solutions to assist agricultural companies and farmers and enable adverse weather situation relief to better manage crop yield exposures
Infrastructure
- What we do:
- Develop financial products and (re)insurance solutions to assist developers and investors to better manage risks inherent to infrastructure projects
Aviation
- Comming soon:
- .
Financial
and Banking
Advisory
Corporate Services
Intelligent Solutions
Bringing the global
markets to you
Your exclusive access to our prime solutions.
We advice and assist in most aspects of offshore company formation and corporate management for international businesses and individuals.
Dedication to meeting a client’s individual needs and strongly believe in providing a highly efficient personal service tailored to an individual’s requirements – it is our philosophy that the highest standard of service is continuously maintained.
As an independent service provider we are able to offer clients additional benefits through our comprehensive range of investment and financial services.
We have excellent relationships with advocates, banks, accountants and other financial institutions in most IFCs and are keen to work with individuals directly or through intermediaries to secure the best solution for clients.
We provide a wide range of consultancy services in respect of the formation and maintenance of companies and other international offshore companies in compliance with respective company legislation with flexible, competitive and transparent fee structure.
Whether an investment portfolio, trading company, real property, a luxury yacht or business jet, we can establish an effective structure tailored to the needs of our clients and offer associated administration services and back office support at a level they require.
Simplify your life
through our first-class services
Aviation Assets Management
Managed Futures
Investor Services
Wealth Planning
Please contact us by phone, e-mail or the contact form below and we'll be glad to offer you personal assistance with your questions and inquiries.