Your wealth
is a family matter
One advisor on your side of the table, coordinating the legal, tax, banking, and structuring decisions behind your family's wealth. In Romania, across the EU, and across generations.
One advisor, across your entire financial life.
Most wealthy families work with half a dozen professionals in parallel: a tax advisor, a corporate lawyer, a notary, a private banker, a broker, sometimes a fund manager. Each is good at what they do. None of them sees the whole picture, and most of them are paid by someone other than you.
We sit on your side of the table. We coordinate the specialists you already work with, translate between them, and catch what tends to fall between the cracks. Every decision runs through one test: is this in your family's interest, or someone else's? That is what we mean by a financial concierge.
You already have a tax advisor, a lawyer, a banker. We are the one relationship that coordinates them.
A complimentary 60-minute meeting to understand your situation, your family, and what you need from an advisor.
A coordination plan with clear deliverables, built around the advisors you already have.
Quarterly check-ins, an annual reassessment, and ongoing support as your circumstances change.
Structuring and coordination, under one relationship.
Coordination with the right structuring counsel within the EU for holdings that work across jurisdictions.
MiFID II classification, AIFMD2 implementation, and KYC/AML documentation, coordinated with the regulated counterparties on your behalf.
End-to-end coordination. We map your structure, work with your existing advisors, and open access to regulated services.
Family Charter facilitation, succession planning within the EU with notary and legal partners, and next-generation preparation.
Background checks on counterparties, opportunity assessments, and fund manager verification. All written up.
Order placement, settlement, and custodian access through licensed intermediaries.
One mission.
Forty years ago, Alexandru Elian walked onto the trading floor of the London Metal Exchange. His son Charles came up through European institutional finance. Together, they built Elian Partners to do independent, cross-border advisory the way they'd want it done for their own family.
Meet the team
A trusted network of specialist firms across Romania and the EU. When a case needs legal, tax, or notary expertise we don't have in-house, we bring them in.
Views on capital markets, regulation, and what's changing in European family wealth.
A 60-minute introductory meeting, no cost and no obligation. Everything discussed stays confidential.
Schedule a consultation