Optra AG
Your tailor-made fiduciary and capital advisory services
Optra AG’s purpose is to be the most trusted advisor for our clients by providing sophisticated and innovative financing solutions and bespoke fiduciary services, within a framework of quality, absolute discretion and integrity. As an independent advisor we support clients in developing their financing strategy. We advise on growth strategy and competitive positioning to enhance client’s and their company’s financing options, and on optimizing their company’s capital structure to facilitate private debt financing
The object of Optra AG is to offer fiduciary and capital advisory services including capital raising, transaction advisory and financing strategies for high-net-worth individuals and their businesses. In order to offer clients the greatest possible independence, Optra AG acts as an intermediary between investors, brokers, asset managers, banks and other financial institutions.
Our Expertise
Financial and operational health check
Blockchain Investments
Advice on positioning and growth strategy
Financing options and optimizing capital structure
Advice on growth capital and acquisition finance
Preparation of investor materials
Our Fiduciary Services
Corporate structuring and financial advice
Relocation of companies and families including permits
Incorporation and domiciliation of companies, setup of family offices
Corporate governance, shareholder and investor matters
Integrated financial administration, reporting and tax filings
Escrow services
