Frequently Asked Questions

New relationships are established exclusively through personal introductions from existing clients or trusted partners. We focus on 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.

Assets stay titled in the client's own accounts at tier-one custodians (Interactive Brokers, Swiss and Luxembourg banks). Morena acts solely through limited trading authority.

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.