This service is designed specifically for accomplished women who want strategic, discreet, and expert-level guidance around their wealth. It is for women who have decided that it requires more of their attention, busy executives, inheritors, divorce cases. If you have just decided for yourself that you want to take command of your financial journey, make smart investments, and plan long-term, this service is for you.

We offer a holistic range of services including:

• Financial Planning & Strategy — crafting personalized financial roadmaps aligned with your life goals.

• Investment Advisory — building investment portfolios that reflect your risk tolerance, values, and long term aims.

• Financial Education — workshops, coaching and ongoing support to build your financial confidence and knowledge.

• The founder, Dr. Alexandra Skreta, has over 25 years of experience in the financial industry, formerly heading key client and single family office roles at a major global bank, plus serving on executive boards.

• Transparency, independence, and alignment with clients’ goals are foundational. You’ll always see what you’re paying for, how recommendations are made, and your best interests are central.

• We collaborate with a curated network of trusted experts (legal, investment, tax, etc.), so advice is robust, vetted, and tailored.

• We take a woman-centred approach: understanding the specific challenges and opportunities women face (career breaks, longer lifespans, inheritance, cross-border issues, etc.).

• Unlike many traditional advisors or banks, we emphasize education and empowerment ‒ not just giving advice, but helping you understand your options so you can confidently make decisions.

• We act more like a family office: fully aligned with your values and vision, with transparency and a long-term relationship rather than product sales or commissions.

No, a strong background in investing is not required. We support clients at various levels: from those wanting to learn the basics to those experienced in managing investments. Our education and advisory services are designed to build your confidence, clarify what you need, and guide you step by step.

1. Intro Call — we begin with a no-obligation introductory call to understand your circumstances, goals, and priorities.

2. Private Consultation — after the intro, we may set up a more in-depth consultation to map out a personalized financial roadmap, assess your current portfolio, and identify next steps.

3. Ongoing Partnership — from there, we work together (directly or via partner experts) implementing strategies, reviewing progress, adjusting as life changes. You’re not left alone; we provide support, updates, and education along the way.