On a limited basis, Of Joseph PB&T Private extends its services to other families, private investors and entrepreneurs who seek advice particularly in the following areas:

  • Due diligence on early stage companies in the biotechnology, bioinformatics, medicine, artificial intelligence, human enhancement, nanotechnology, neuroscience, solar technologies, media and banking sectors
  • Structuring of shareholder agreements
  • Commercialization of ideas and securing of intellectual property
  • Management of venture exits
  • Venture expansion to North and South America and the securing of key regional partnerships
  • Cross-border banking transactions
  • Relocation of individuals and families

In addition to these services, we are also able to assist with more traditional family office management services such as:

  • Financial planning
  • Liquidity management
  • Risk management
  • Estate planning
  • Foundation management
  • Real estate management
  • Consolidated reporting