About us
Celtic Capital: Empowering Family Businesses and Ultra-High-Net-Worth Individuals
Established in 2009 in Estonia, Celtic Capital has consistently demonstrated a commitment to innovation, professionalism, and excellence in serving family businesses and ultra-high-net-worth individuals (UHNWIs). Our mission is to provide cutting-edge wealth advisory services that comprehensively address the diverse needs of families and their enterprises.
Modular Service Model
At Celtic Capital, we employ a modular service approach, tailoring solutions to meet the unique requirements of each client. Our core services include:
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Family Office: Offering centralized management for multiple families, ensuring cost-effective and efficient wealth administration.
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Wealth Management: Providing strategic investment advice, risk management, and financial planning to preserve and grow family wealth.
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Wealth Management Accounting: Ensuring accurate financial reporting and compliance, tailored to the complexities of family enterprises.
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Corporate Services: Assisting with entity formation, governance, and administration to support business operations.
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Relocation and Migration Services: Facilitating seamless transitions for families and businesses relocating across borders.
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Corporate Finance: Identifying potential partners and investment opportunities to enhance business growth and sustainability.
Holistic Family Office Solutions
Our firm operates as a dedicated family office for affluent families, addressing their interests comprehensively. We recognize that wealth extends beyond financial assets, encompassing legacy, values, and aspirations. Our services are designed to support families in every aspect of their journey, ensuring alignment with their long-term goals.
Commitment to Excellence
Celtic Capital is committed to delivering services of the highest quality. By collaborating with top-tier service providers and coordinating efforts through our team of experts, we ensure optimal outcomes for our clients. Our approach is client-centric, emphasizing trust, transparency, and tailored solutions.
Global Perspective
With a deep understanding of international markets and regulations, we are well-positioned to assist clients in navigating the complexities of global wealth management. Our presence in key financial centers enables us to provide localized expertise with a global outlook.
Contact Us
To learn more about how Celtic Capital can support your family’s business and wealth management needs, please contact us.
