Guiding You Through Complexity
Strategic Advisory for the Leaders in Investment Management
Our Approach
Our advisory approach is defined by partnership and trust.
At XO. Consultants we recognize that each decision you face impacts not only the bottom line but also your firm’s reputation, relationships, and future trajectory.
Center of Excellence
Your Trusted Strategic Partner for Extraordinary Challenges
Client-First
Your Partner in Success: Client Focus at the Core
Innovative Thinkers
Innovative Thinkers for the Asset Management World
Our Services
By offering bespoke strategic guidance, we empower you to make informed decisions in times of opportunity and challenge.
European Market Entry
We guide North American asset managers through the complex regulatory landscape of European fund distribution, with expertise in UCITS, AIFMD, and private placement regimes, enabling efficient market entry and maximizing cross-border opportunities.
Fund Structuring and Formation
We are leading experts in the structuring of bespoke investment vehicles across Liechtenstein, Luxembourg, Switzerland and Germany, covering all major fund structures and asset classes.
Family Offices
We specialize in guiding Family Offices through the complexities of asset management, wealth preservation, and generational transfer across the European market. XO. Consultants ensure a holistic and sustainable approach to wealth stewardship.
Crisis Management
XO. Consultants offers expert guidance to navigate crises, regulatory challenges, and reputational risks โ protecting your organization as well as senior management with tailored, proactive solutions.
Why Choose XO. Consultants?
Deep Industry Knowledge
Our team combines in-depth industry knowledge with experience across multiple sectors of asset management and investment funds. This equips us to provide insights that are both holistic and specialized.
Tailored, Senior-Level Expertise
We work directly with senior management and key stakeholders, delivering advice that is not just theoretically sound but practically actionable. Each engagement is customized to address your unique requirements.
Discretion and Professionalism
The sensitive nature of our work with asset managers and family offices requires the utmost discretion. Our commitment to confidentiality and integrity is a cornerstone of every client relationship.
Unlock the Potential of Your Business
In an industry where the only constant is change, having a strategic partner who not only understands the complexities but also foresees and prepares for them is invaluable. At XO. Consultants, our mission is to empower senior management with the tools, strategies, and confidence needed to thriveโno matter the challenge.
Whether you’re looking to launch a new fund, navigate a complex transaction, plan for future leadership, or manage an unexpected crisis, XO. Consultants stands ready to provide the expertise and insights you need. Let us help you create certainty, secure growth, and shape the future of your organization.
Contact us today to begin the conversation. Your vision is our mission. Together, we build the strategies that turn challenges into opportunities and ensure lasting success in an ever-evolving financial landscape.