Frequently Asked Questions

We accept new relationships only through trusted introductions or direct requests from prospective clients. Every mandate is undertaken by mutual agreement, ensuring confidentiality and selectivity. We focus on global clients and sophisticated investors who value privacy, independence, and bespoke wealth management solutions.

We determine engagement suitability based on complexity, intent, and alignment rather than a fixed asset minimum. This is discussed during the initial consultation.

We employ a disciplined, multi-asset strategy tailored to each client's objectives. Our approach emphasizes capital preservation, risk management, and long-term wealth creation while maintaining flexibility for tactical opportunities.

We utilize a broad range of instruments including equities, ETFs, bonds, and structured solutions. All investments are selected based on merit alone, with no bias toward proprietary products.

Clients receive detailed quarterly performance reports and have access to secure online portals for real-time portfolio monitoring. We maintain clear, concise communication without unnecessary complexity.

Our transparent fee structure combines management fees and performance participation, aligned with client outcomes. We charge no entry or exit fees, and all costs are clearly disclosed upfront.

While we consider tax efficiency in our strategies, we do not provide tax advice. Clients should engage their own tax counsel, with whom we're happy to coordinate for optimal structuring.

We operate on a strictly independent basis, with no proprietary products or commission incentives. Our boutique approach ensures personalized attention, while our invite-only policy maintains exclusivity and service quality.

We implement strict confidentiality protocols, use encrypted communications, and maintain minimal public footprint. Client assets remain at tier-one custodians with robust security measures.

Your assets are always held in your own name at regulated custodians of your choice. Morena Private Office does not hold client money and cannot transfer funds out of your account. By default we work in a pure advisory model where we provide analysis and recommendations and you place trades yourself. If your portfolio is from 125 000 EUR, you may grant us a limited mandate that allows us to place specific trades you have agreed in advance on your existing custodial account. This mandate is narrow, revocable at any time and does not allow us to withdraw or transfer your cash or securities.

All communications are end-to-end encrypted, and sensitive documents move via secure portals. We maintain strict data protection protocols and minimal public records.

We collaborate with licensed partners to secure residency- or citizenship-by-investment options aligned with each client's tax, travel, and lifestyle priorities.

We design and oversee bank & brokerage architecture across multiple domiciles, coordinating with the client's external tax counsel to ensure custody diversification and seamless consolidated reporting.

We maintain relationships with institutions in key financial centers and privacy-resilient jurisdictions, allowing early access to opportunities before they reach mainstream advisory channels.