360° Capital Check-Up
A short first-stage diagnostic that gives you an immediate classification, with the option to continue to the Full 360° Financial Check-Up.
Private Capital Services
Our Services.
A structured set of private advisory services designed to help entrepreneurs, executives, families and investors diagnose their capital position, design a clearer architecture, challenge individual opportunities and govern major decisions over time.
Service Pathway
One place for every stage of the capital decision.
The services are designed to work together, but each can be used at the point where it creates the most value.
Private Strategy Session
A focused conversation to clarify the capital decision that matters most and identify the right next step.
Private Capital Architecture
Whole-balance-sheet mapping, risk budgeting, allocation priorities, opportunity filters and a clear decision roadmap.
Investment Opportunity Second Opinion
An independent review of one defined opportunity before capital is committed.
Private Capital Office
Ongoing strategic support for clients who want continuity, accountability and an independent outside perspective.
Specialist Opportunities
Selective access and introductions considered only after strategic fit, risk, liquidity and governance are understood.
Service 01
360° Capital Check-Up.
Start with a short on-site check. Answer a few questions and receive an immediate first classification of how structured your capital framework appears today.
Private5 questions2 to 3 minutesInstant classification
Quick 360° Check
Five questions. Your first capital classification.
Choose the answer that best reflects your current position. This quick check is designed to provide a first orientation only. It is not an assessment of investment performance and not an investment recommendation.
Your First Classification
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Want to go deeper? Continue to the Full 360° Financial Check-Up for a more detailed review of your capital structure, priorities and decision context.
The Full 360° Check-Up opens in the separate MG Advisory Netlify assessment.
Service 03
MG Private Capital Architecture.
For clients who want to move from a collection of assets to an intentional capital structure with clear roles, risk budgets, liquidity rules and decision priorities.
What we build
A capital architecture designed around your real objectives.
Capital Inventory
Map financial assets, property, businesses, alternatives, digital assets, cash, protective reserves and material liabilities.
Concentration Map
Identify where outcomes depend too heavily on one business, asset, currency, geography, sector or risk factor.
Risk Budget
Define what capital should protect, grow, generate income, diversify, remain liquid or provide optionality.
Allocation Architecture
Assign each capital bucket a strategic role, sizing logic, liquidity expectation and review discipline.
Opportunity Filters
Test new opportunities against return drivers, downside, liquidity, governance, counterparty risk and strategic fit.
12-Month Roadmap
Prioritise what to address now, what to defer, which assumptions need evidence and where specialist advice is required.
Private Engagement
One architecture. A clearer set of decisions.
The objective is not to make every asset active. It is to make the role, risk and review logic of each part of the balance sheet explicit.
Scope is agreed privately before work begins and reflects complexity, available information and the depth of analysis required.
Core Deliverables
- Capital inventory and concentration map
- Liquidity and downside review
- Strategic role for each capital bucket
- Allocation priorities and opportunity filters
- Decision memo and 12-month roadmap
- Governance and review triggers
Service 04
Investment Opportunity Second Opinion.
When one defined investment is already in front of you, use a focused independent review rather than a whole-balance-sheet engagement.
Decision Tests
Better questions before bigger commitments.
Return Drivers
What must go right for the return case to work?
Downside
How can capital be impaired, delayed or trapped?
Liquidity
How, when and at what cost can the position be exited?
Counterparty
Who controls the assets, cash flows and key operational dependencies?
Governance
What reporting, controls, limits and independent verification exist?
Strategic Fit
What role does the opportunity play inside the wider capital architecture?
Private Review
A concise decision review.
Scope depends on the opportunity, documentation, complexity and level of analysis required.
Typical Output
- Investment thesis and return drivers
- Principal downside scenarios
- Liquidity, counterparty and governance review
- Key assumptions and missing evidence
- Questions to ask before committing
- Decision framework and next steps
Request a Second Opinion
What decision are you considering?
Service 05
MG Private Capital Office.
Ongoing strategic advisory for entrepreneurs, families and investors who want continuity, discipline and an independent perspective on consequential capital decisions.
Ongoing Support
Structure, continuity and a repeatable review process.
Capital Review
Review liquidity, concentrations, allocation and material changes in objectives or obligations.
Opportunity Screening
Apply consistent filters to new deals, alternative assets and specialist opportunities.
Decision Memos
Document the thesis, key risks, assumptions and evidence that would change the view.
Scenario Analysis
Test downside, liquidity stress and concentration before decisions become difficult to reverse.
Specialist Coordination
Coordinate with legal, tax, accounting or regulated advisers where specialist input is required.
Governance Cadence
Maintain review thresholds and decision discipline over time.
Service 06
Specialist Opportunities & Introductions.
Selective access and introductions considered only after strategic fit, risk, liquidity, governance and the role within the wider capital architecture are understood.
Opportunity Domains
Five asset classes. One allocation framework.
Financial Assets
Liquid market exposures considered against objectives, downside tolerance and portfolio role.
Real Estate
Property evaluated through cash flow, financing, capex, taxation, liquidity and exit scenarios.
Sport Trading
Alternative strategy exposure assessed through process, execution, limits, drawdown and governance.
Digital Assets
Selective exposure sized with attention to custody, volatility, counterparty risk and permanent loss.
Protective Assets
Cash, gold and defensive instruments considered for liquidity, reserve capacity and resilience.
Specialist Introductions
Relevant specialists or counterparties may be introduced where appropriate after strategic review.
Not sure where to start?
Start with the decision, not the product.
Use the quick 360° Check-Up for an immediate first classification. If you want to go deeper, continue from your result to the Full 360° Financial Check-Up.