Our Philosophy

Protecting and enhancing your wealth and legacy

Who we are

As an entrepreneurial family office with decades of experience in the global financial and investment markets, Windward Family Office & Advisory understands the challenges that family businesses face to protect and grow your heritage down the generations. We emphasize on how to create value and preserve legacy through the preserve of and the commitment to the creation of sustainable communities and economies.

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Winning Awards

Our philosophy

At Windward Family Office & Advisory, our philosophy is based on the principles of integrity, transparency, and accountability. We believe in building long-term relationships based on trust and mutual respect.

Our commitment to results

We are committed to delivering results that exceed your expectations. Our team of professionals work closely with you to understand your goals and is dedicated to provide the highest level of service and bespoke solutions.

ENHANCE YOUR LEGACY
Growth Heritage and Roadmap

Cut through complexity with a consolidated view of your current and future needs

Wealth governance

​​​​Establish a constitution and create communication and education platforms

Wealth experts

​​​​Finding you the right partners using our extensive network of dedicated providers

Heritage purpose

Set your values in motion with a view to society and the environment

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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.