Nathan C.

Skills

Wealth & Fiduciary
Structuring
• UHNW Estate &
Succession Planning
• Cross-Border Trusts
& Foundations
• Private Placement
Life Insurance (PPLI)
• Family Office
Strategy
• CRS/FATCA
Compliance
Investment & Capital
Strategy
Board Governance &
Strategic Leadership
• Alternative Investments
& Co-Investment Platforms
• Real Estate SPVs &
Hospitality Asset
Structuring
• Private Equity &
Emerging Market
Transactions
• Fund Structuring
(Luxembourg, UAE,
Caribbean)
• Board & Supervisory
Oversight
• ESG & Public-Private
Partnerships (PPP)
• Risk & Compliance
(Insurance, Banking, Pensions)
• Multi-Sector Expansion
(Finance, Energy, Telecoms,
Agriculture)
• M&A Due Diligence &
Integration
• Corporate Restructuring &
Turnarounds
Business Development & Partnership Formation
• JV Structuring & Strategic Alliances
• Institutional & Family Capital Onboarding
• Emerging Market Entry & Localization Strategy
• Insurance & Captive Program Design
• Offshore Corporate & IP Holding Structures

About

Results-driven C-suite executive with 10+ years of leadership driving cross-border wealth structuring, trust and fiduciary services, and complex hospitality and real estate operations. Proven track record structuring and safeguarding UHNW assets, originating multi-million-dollar investments, and elevating resort profitability and guest experience. Skilled at building high-performing teams, forging strategic partnerships, and implementing innovative financial and operational solutions to deliver sustainable growth across banking, insurance, hospitality, and real estate sectors. Key achievements include managing $1.2B in UHNW assets, closing $800M+ in diversified investments, and leading operational turnarounds that boosted resort guest satisfaction by 28%.