The Pegasus team will review your current structure, global tax exposure and asset performance to develop bespoke strategies and infrastructures to amplify your wealth and secure your legacy.

Our Key Services Include:

  • Strategic assessment and financial modelling of proposed commercial transactions, tax structures, investment vehicles and asset allocation

  • Due diligence assessment of commercial proposals and business partners

  • Scoping, development and implementation of commercial structures, investment framework and financial licensing requirements

  • Bespoke Family Office infrastructure establishment and appointment of key global legal, tax, investment, custodial, regulatory and commercial partners

  • Re-weighting and balancing of portfolio's and risk profiles, within stated risk tolerances

  • Wealth protection through defensive strategic hedging and volatility management

  • Investment amplification through ISDA programs of multinational investment grade banking partners and associates

  • ATO private and product ruling assessments and application

  • Tailored investment vehicle development to suit specific cross border transactions and comply with international tax compliance requirements

  • Private equity and venture capital proprietary partnerships

  • Warehouse funding through Senior, Junior and Mezzanine debt structuring

  • Joint Venture structuring for bespoke commercial & residential property development

  • Digital Asset fully hedged finance solutions

  • Inbound investment structuring and Australian tax compliance

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