Windward Family Office & Advisory

Integrated value-creating family office platform to grow your wealth and heritage

Achieve Your Financial Goals and Grow Your Legacy
together with Our Value-Creating Multi-Family Office Platform

At Windward Family Office & Advisory, we have been by the side of investors and families providing bespoke, proactive, and pragmatic advice. We support you to grow your business and wealth and establish a legacy.

We keep investors and families’ objectives in the forefront of everything we do. We advise on effective strategies and best practices for managing intergenerational wealth, such as the sale of a business, a capital event, or managing estates and trusts. Additionally, our professionals model the impact of high-value transactions, such as purchases or divestitures of real estate, aircraft, private recreational vessels, fine art and collectibles, and commodity trading.

Your Personal Financial Partners for a Prosperous Future!

Our Focus

A unique integrated value-creating platform for family wealth management, alternative asset investment, business advisory, global financial planning, and international trading business.

Family Wealth Advisory

Our wealth management engages in diverse personal and business investment advisory in global equities, fixed income, private equity, venture capital, credit market, tax planning, growth strategy, and risk management.

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Alternative Asset Investment

Primary focal points are alternative asset investment classes in real estate, non-performing loan, aircraft, marine vessels and yacht, art, food & beverage, wine & liquor, and commodities across global markets.

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International Trading

We access to global commodity market and trades extensive commodities including crude oil, diesel, LNG, copper, iron ore, recycle metals, and agriculture commodities. 

Why Choose us

We act for a diverse range of investors and families from those with established wealth to successful entrepreneurs

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We offer a variety of commodity trading services, including

Futures trading

Futures contracts are agreements to buy or sell a commodity at a specific price on a specific date.

Spot trading

Spot contracts are agreements to buy or sell a commodity immediately.

We offer a variety of financial advisory services, including

Valuation

We can provide valuations of potential acquisition targets to help you assess their fair market value.

Negotiation

We can negotiate on your behalf to ensure that you get the best possible deal terms.

Target identification

We can help you identify potential acquisition targets that align with your strategic goals.

Deal structuring

We can help you structure your investment transaction to maximize your value and minimize your risk.

Due diligence

We can conduct due diligence on potential acquisition targets to assess their financial and operational health.

Equity / Debt placement

Through our global capital network we can help you sourcing funding.