Solutions for Wealth Managers, Family Offices and Financial Institutions

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In today’s complex financial landscape, where liquidity, flexibility and confidentiality have become strategic priorities, wealth managers, family offices, private banks, and financial institutions are looking for trusted partners capable of delivering bespoke financing solutions for their high-net-worth and entrepreneurial clients.

This is precisely where PrestaFlex steps in — as an independent structured-finance specialist, providing tailor-made, rapid and intelligent financial solutions designed around each client’s specific situation.

Trusted Partners, Tailor-Made Solutions

Wealth managers and family offices accompany their clients throughout the creation, management, and transmission of their wealth. Yet, when a client needs to unlock liquidity, restructure an existing asset, or finance a complex transaction, traditional banking frameworks often fall short.

PrestaFlex works alongside these professionals, not against them — structuring creative financing solutions that respect their client relationships and enhance the services they already provide.

From mezzanine and bridge financing to asset refinancing, equity enhancement, and private debt, PrestaFlex transforms financial challenges into opportunities.

Why Leading Advisors Work with PrestaFlex

1. Independent Expertise

PrestaFlex is fully independent from banks and lenders. This neutrality allows us to act solely in the interest of our clients and partners — sourcing the most competitive solutions from a wide network of banks, funds, and private investors.

2. Advanced Financial Engineering

We design bespoke structures that go beyond conventional banking limits — second-rank loans, mezzanine financing, sale & leaseback, cash-out operations, or equity bridge funding. Each transaction is built with precision, ensuring flexibility, confidentiality, and long-term value creation.

3. Fast and Efficient Execution

Time is critical for entrepreneurs and private investors. Our decision-making processes are streamlined and digitalized, enabling swift turnaround times — often within days rather than months — without compromising compliance or due diligence.

4. Global Reach, Local Expertise

Through an extensive network of Swiss and European banks, family offices, private debt funds, asset managers, leasing and factoring companies, PrestaFlex delivers solutions that combine Swiss precision with international capacity.

Our Fields of Expertise

PrestaFlex covers the full spectrum of alternative and structured finance:

Complementary, Not Competitive

PrestaFlex does not compete with wealth managers or financial advisors — we enhance their service offering.

By partnering with PrestaFlex, private banks, family offices and advisors give their clients access to exclusive financing opportunities that remain outside the traditional banking perimeter.

This collaboration creates a true symbiosis:

the advisor maintains control of the client relationship, while PrestaFlex delivers the technical know-how, market access and execution power required to achieve exceptional results.

Shared Values — Liquidity, Growth and Trust

Our shared goal with our partners is clear:

to protect and grow our clients’ wealth by creating liquidity, supporting growth, and unlocking value across all asset classes.

Each cooperation with PrestaFlex is built on three pillars:

PrestaFlex — Your Independent Partner in Structured Finance

For over a decade, PrestaFlex has been recognized as a trusted, independent player in Swiss and European corporate and private finance, designing bespoke solutions ranging from CHF 500 000 to over CHF 50 million.

An article by Munur Aslan, Managing Director at PrestaFlex

See also our articles Corporate financing Zurich and Corporate financing Geneva for a broader perspective.

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In today’s complex financial landscape, where liquidity, flexibility and confidentiality have become strategic priorities, wealth managers, family offices, private banks, and financial institutions are looking for trusted partners capable of delivering bespoke financing solutions for their high-net-worth and entrepreneurial clients.

This is precisely where PrestaFlex steps in — as an independent structured-finance specialist, providing tailor-made, rapid and intelligent financial solutions designed around each client’s specific situation.

Trusted Partners, Tailor-Made Solutions

Wealth managers and family offices accompany their clients throughout the creation, management, and transmission of their wealth. Yet, when a client needs to unlock liquidity, restructure an existing asset, or finance a complex transaction, traditional banking frameworks often fall short.

PrestaFlex works alongside these professionals, not against them — structuring creative financing solutions that respect their client relationships and enhance the services they already provide.

From mezzanine and bridge financing to asset refinancing, equity enhancement, and private debt, PrestaFlex transforms financial challenges into opportunities.

Why Leading Advisors Work with PrestaFlex

1. Independent Expertise

PrestaFlex is fully independent from banks and lenders. This neutrality allows us to act solely in the interest of our clients and partners — sourcing the most competitive solutions from a wide network of banks, funds, and private investors.

2. Advanced Financial Engineering

We design bespoke structures that go beyond conventional banking limits — second-rank loans, mezzanine financing, sale & leaseback, cash-out operations, or equity bridge funding. Each transaction is built with precision, ensuring flexibility, confidentiality, and long-term value creation.

3. Fast and Efficient Execution

Time is critical for entrepreneurs and private investors. Our decision-making processes are streamlined and digitalized, enabling swift turnaround times — often within days rather than months — without compromising compliance or due diligence.

4. Global Reach, Local Expertise

Through an extensive network of Swiss and European banks, family offices, private debt funds, asset managers, leasing and factoring companies, PrestaFlex delivers solutions that combine Swiss precision with international capacity.

Our Fields of Expertise

PrestaFlex covers the full spectrum of alternative and structured finance:

  • Mezzanine & Bridge Loans – flexible capital for real-estate developments, acquisitions or transitions.
  • Refinancing & Cash-Out – unlock liquidity from existing real-estate, portfolio or luxury assets.
  • Private Debt & Private Equity – co-investments, club deals and hybrid structures for growth.
  • Equity Financing – strengthen company balance sheets or capital structures.
  • Sale & Leaseback – convert immobilized assets into working capital while maintaining operational control.
  • Luxury & Alternative Asset Financing – yachts, private jets, fine art, classic cars, jewellery and collectibles.
  • International Financing – cross-border and multi-currency operations tailored to global clients.

Complementary, Not Competitive

PrestaFlex does not compete with wealth managers or financial advisors — we enhance their service offering.

By partnering with PrestaFlex, private banks, family offices and advisors give their clients access to exclusive financing opportunities that remain outside the traditional banking perimeter.

This collaboration creates a true symbiosis:

the advisor maintains control of the client relationship, while PrestaFlex delivers the technical know-how, market access and execution power required to achieve exceptional results.

Shared Values — Liquidity, Growth and Trust

Our shared goal with our partners is clear:

to protect and grow our clients’ wealth by creating liquidity, supporting growth, and unlocking value across all asset classes.

Each cooperation with PrestaFlex is built on three pillars:

  • Confidentiality, guaranteed at every stage of the process;
  • Efficiency, in analysis, structuring and execution;
  • Transparency, in communication and partnership.

PrestaFlex — Your Independent Partner in Structured Finance

For over a decade, PrestaFlex has been recognized as a trusted, independent player in Swiss and European corporate and private finance, designing bespoke solutions ranging from CHF 500 000 to over CHF 50 million.

An article by Munur Aslan, Managing Director at PrestaFlex

See also our articles Corporate financing Zurich and Corporate financing Geneva for a broader perspective.

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