For individuals · In Lebanon

Independent financial advice in Lebanon.

For individuals weighing deposits, investments, or a decision that matters — and who want a clear, independent picture before acting.

Position and planning

A single statement of what you hold, owe, and control — across assets, liabilities, entities, and currencies.

A review of income against outgoings, and where any surplus is best held or deployed.

Deposits and currency

What a blocked deposit is worth under the current framework, and the trade-offs of waiting, settling, or converting.

How holdings are divided across cash, banks, and currencies, and where the risk concentrates.

Investments

An independent reading of what you hold, what it costs each year, and where incentives conflict. No product is sold.

Building or adjusting holdings across deposits, securities, and funds, to a stated objective.

A single decision

One structured sitting on a specific matter — a sale, a purchase, an offer, a pressure — ending in a written picture and the options.

Representative matters

A depositor was weighing whether to wait, settle, or convert under the recovery framework. We modelled the value of the deposit under each route.

A portfolio assembled by a private bank had not been independently reviewed. We set out the holdings, the annual cost, and the points of conflict.

A client faced a one-off decision under pressure. We set out the situation, the options, and the recommended course in a single written picture.

Representative of the matters the practice handles. Details are composite; no client is identified.

Independence

Independent. No products to sell. No commission from any bank or fund.

The practice is paid only by the client it acts for. Legal, notarial, and tax matters are referred to qualified specialists.

By appointment

Bring the matter at hand.