Altum’s Approach
to Corporate Clients.

At Altum Capital, we serve companies and business groups seeking structure, organization, and financial intelligence. Our Corporate Services include:

  • Business
    Consulting.
  • Governance
    and Succession.
  • Capital
    Structuring.
  • Corporate Investment Advisory.
  • Insurance, Consortia, and Pension Solutions

Business
Consulting.

Corporate structuring and internal organization.

Strategic planning and corporate governance.

Structuring of boards and committees.

Business and family succession.

Compliance and risk prevention.

Corporate Investment Advisory.

Financial analysis and planning of corporate cash flow.

Structuring of institutional investment policies.

Access to investment products aligned with the company’s profile and objectives.

Performance monitoring and risk management.

Governance
and Succession.

Implementation of corporate governance best practices.

Creation of family and business protocols.

Succession, corporate, and estate planning.

Audit preparation and fraud prevention.

Capital
Structuring.

Capital raising for expansion and new projects.

Debt structuring and credit operations (DCM).

Advisory on M&A processes and corporate reorganizations.

Economic and financial valuation of companies and assets.

Insurance, Consortia, and Pension Solutions

Corporate risk management and asset protection.

Business insurance solutions and employee benefit programs.

Structuring of consortia as strategic investment alternatives.

Supplementary pension plans for partners and teams.