Montreval Private Office — Independent Strategic Consultancy for Family Offices

Recent Outcomes

What we've recently delivered for clients.

Private Banking

Structured Lombard credit financing against client portfolios, in partnership with Edmond de Rothschild and Julius Bär, enabling HNW clients to unlock liquidity without liquidating positions.

Real Estate

Sourced and facilitated acquisition of off-market, distressed real estate assets for private clients seeking non-listed opportunities outside traditional channels.

What We Do

Four ways we create value for clients.

Capital Raising

Structuring and facilitating capital raises for growth-stage companies and private clients.

Private Banking

Opening and managing private banking relationships, including Lombard credit and liquidity solutions.

Real Estate Finance

Sourcing off-market and distressed real estate opportunities outside traditional channels.

Strategic Funding

Tailored financing structures aligned with long-term client objectives.

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Who We Are

Independent strategic consultancy, built on trusted relationships.

We provide independent strategic consultancy to family offices, entrepreneurs and institutions, supporting complex decisions, relationships and opportunities across private markets and entrepreneurial ecosystems.

About Us → Get in Touch →

Sem May, CEO of Montreval Private Office

A Message from Our CEO

“Building the right financial strategy is a balance between knowledge, discipline, and understanding expectations. Markets are shaped by people, decisions, and confidence, and together, we shape a strategy that is personal and tailored to you.

Whether you are an experienced investment professional or a growing company, we focus on finding the right fit.

Whether you are looking to raise capital or deploy it into a new opportunity, we are here to provide the strategic guidance, network, and support to help you move forward.”

Sem May

CEO, Montreval Private Office

Relationships

Banks we work with

Network

Institutions we work with

Working with the right institutions can open the right doors and create access to opportunities that align with your objectives. Whether you are exploring capital deployment, seeking the right relationships, or considering Lombard-style lending against your position, we provide the strategic guidance, introductions, and support needed to move forward, independently and on your own terms. We stand alongside our clients as a trusted partner and extension of their team, combining market insight, discretion, and the right network to help them pursue their goals.

RAALCLaw Firm