Independent financial advisory and investment banking boutique. We translate your ambition into executable financial structures.
Clients with $30M+ seeking complex cross-border structuring, privacy, and access to institutional-grade products typically reserved for banks.
Visionaries seeking pre-liquidity planning, securitization of business assets, and strategic capital raising.
Families requiring governance frameworks to preserve legacy and educate the next generation across borders.
Families in Latin America and Europe seeking access to US markets, currency hedging, and political risk mitigation.
Beekman Strategic acts as the bridge between private clients and institutional markets. We design, structure, and execute sophisticated cross-border strategies.
Strategic wealth planning, global portfolio oversight, legacy structuring, risk management, and family-office advisory. Clarity, protection, and legacy across jurisdictions.
Bespoke financial instruments, liquidity solutions, capital markets advisory, and asset transformation. Turning illiquid assets into bankable securities.
Vehicle architecture for SPVs, LPs, ETP (Exchange Traded Products), and bespoke frameworks. Capital raise support, launch coordination, and ongoing advisory for institutional-grade products.
Proprietary AI solutions that modernize the structuring process, ensuring speed, accuracy, and a seamless digital experience. Taking go to market from months to days.
We turn intent into impact. A systematic methodology that transforms your vision into executable structures with precision and efficiency.
We articulate your ambitions and identify regulatory, tax, or operational constraints that inform the optimal path forward.
We select the optimal domicile (Delaware, Luxembourg, UK, Switzerland) based on your specific goals and circumstances.
We layer legal entities and governance frameworks to ensure protection, efficiency, and alignment with your objectives.
We handle formation, banking setup, and regulatory approvals for a seamless launch with ongoing governance support.
Navigating the complexities of global finance requires more than data, it requires perspective. Explore the latest thinking from the Beekman Strategic team.
How modern families are integrating AI with traditional governance to manage multi-jurisdictional assets and preserve legacy.
A comparative analysis of structuring options for international clients seeking capital market access.
Best practices for entrepreneurs preparing for public markets while optimizing tax efficiency and governance.
Featured coverage and industry recognition. More press mentions coming soon.
Schedule a confidential consultation with our principals to discuss your objectives and explore how we can help.
Schedule a ConsultationReady to discuss how Beekman Strategic can serve your objectives? Connect directly with our principals for a confidential consultation.