A Business Angel's Journey

Pablo Picasso "Art washes away from the soul the dust of everyday life"

Ongoing Projects – Stay Updated and Reach Out!

See below to find out who my clients are.  I would appreciate the opportunity to discuss my current projects further with you.

1. The Unique Offer (PRE-IPO): We are currently working with a Swiss client who is spearheading the development of one of the world's most valuable ecosystems in the realms of Blockchain and AI. At this stage, the project is undergoing a pre-valuation phase, positioning it for substantial growth before a major investment round significantly adjusts it. However, with plans underway for a substantial investment round, this valuation is projected to skyrocket to approximately $300 million, representing a significant multiplier on your initial investment. With an entrance opportunity of up to $10 million, this presents an advantageous position for investors looking to capitalize on exponential growth potential (representing a significant multiplier on your initial investment). Pre-IPO Valuation, Equity 9.9%, Vatable shares, 300% from July/August 2024 to 2025 March/April IPO date at the London Stock Exchange. Non Diluted founder shares.


2. I was in London, working on an investment project for an Natural Gas company based in the USA. The company, with its roots also in Switzerland, has a rich heritage passed down through generations in the family.  The owner of the company, whose father was a highly respected oil entrepreneur from Texas, has successfully raised $50 million from private investors, predominantly friends and acquaintances. I am now expanding the project to include institutional investors. The company has drilled the first and shallowest four of twelve targeted potential reservoirs  and has discovered and is now developing 5 trillion cubic feet (TCF) of produceable natural gas reserves.  This amount is expected to increase substantially as the basin’s development proceeds.  These reserves are within the first 800 meters of the Basin’s seismically mapped reservoirs.  Drilling was halted when gas pressures and volumes exceeded safety limits.  A further 1,200 meters of deeper, seismically indicated, potential oil and gas reservoirs, including the formations that are the source of the neighboring oil production, are to be drilled later this year. Design, procurement and permitting for a gathering system and a 7 KM pipeline to an existing 24 inch pipeline that can take up to  400 million cubic feet per day (MMCFD) is underway with Initial natural gas production slated for fall–winter 2024.   

Phase One: 35-well development program, gathering system to tie into the nearby (400MMCFD) pipeline.   Management expects to fill the pipeline within 3 years generating revenue of $287 Mpa .  

Phase two: 600 horizontal  wells are estimated to be required to develop the already established produceable reserves.  Fully developed, 2,169 wells are projected.  Results from deep drilling may add considerably to reserves and the number of required wells. Natural gas (not including liquids ) sales projected to reach 3 Bcfd generating $2.16 billion per annum in 2028-30. 

The Certificate
The Tracker Certificate is physically backed by proportional ownership of  Series 2B partnership units (the “Units”).
The Tracker Certificate is not offered by the Company which is issuing the underlying Units.  Each Tracker Certificate is issued by a protected and fully segregated cell of a Guernsey Protected Cell Company, (the “PCC”). The PCC is domiciled in Guernsey and managed by a Zurich, Switzerland-based securitization specialist. Incore Bank (Switzerland) acts as the Paying and Receiving agent.                                       Ask me for more information.


3. We have recently welcomed a client to our roster—a Swiss World Champion. This collaboration opens up unparalleled opportunities for us to access a limitless stage in both our professional and private lives. If you are intrigued and want to learn more about how this can benefit you, I would love to discuss further. 


4. I would like to reflect on my role as an external advisor and Communication Manager for a Swiss multi-family office. This firm,  continues to uphold its reputation for providing top-tier services to high-net-worth families worldwide, ensuring their wealth is managed with the utmost care and discretion.

My client offers an extensive range of services designed to meet the diverse needs of their international clientele. These services are tailored to preserve and enhance wealth across generations, ensuring a secure and prosperous future for their clients' families.


Here is a list of the typical family office services provided:


4.1. **Wealth Management:** Comprehensive investment strategies, portfolio management, and financial planning to ensure optimal growth and security of assets.
4.2. **Estate Planning:** Expertise in estate structuring, tax planning, and the creation of trusts to safeguard family wealth for future generations.
4.3. **Tax Optimization:** Strategies to minimize tax liabilities, ensuring compliance with international tax laws and regulations.
4.4. **Legal Services:** Assistance with legal matters including succession planning, property rights, and family governance.
4.5. **Philanthropy Advisory:** Guidance on establishing and managing charitable foundations, and structuring philanthropic endeavors to maximize social impact.
4.6. **Risk Management:** Assessment and mitigation of risks to protect family wealth from potential threats.
4.7. **Business Advisory:** Support for family-owned businesses, including strategic planning, corporate governance, and succession planning.
4.8. **Reporting and Administration:** Detailed financial reporting, administration of family assets, and management of day-to-day financial operations.


The team is dedicated to providing personalized and confidential services that reflect the high standards of Swiss financial expertise. They understand the unique challenges and opportunities that come with managing substantial wealth, and they are committed to delivering solutions that are both innovative and reliable.


If you have any questions or would like more information about how these services can assist you, please do not hesitate to contact me. I am here to provide all the information you need and to ensure that your experience with this family office is nothing short of exceptional. Feel free to reach out to me at your convenience. I look forward to the opportunity to help you navigate the complexities of wealth management.