Investment Suisse frequently serves its clients as specialty advisors. Selected clients in which the Team at Investment Suisse has participated:

Groupo con Exito S.A., Antigua, West Indies, An investment holding company with holdings in Europe; managed all aspects of the company's business operations; worked closely with the Director and with legal counsel regarding the establishment of specific investments and clients.

Austin Management Associates, Panama City, Republic of Panama, An international trust and lead manager of various holdings in the United States and Europe; managed the trust's business interests and holdings; responsible directly to the Trustee.

Windsor Berkshire Group, Panama City, Republic of Panama, Served as a consultant and Trustee to a major construction and general contracting firm headquartered in Riyadh, Saudi Arabia, interfaced with Saudi-Arabian bankers in London, New York and Riyadh with respect to the establishment of a specific investment client; responsible directly to the Trustee.

Tradecraft Consulting, Inc., Ramat Gan, Israel, A special purpose entity organized for the purpose of the establishment of certain projects and investment management within and for the benefit of the State of Israel, implemented accounts for investment purposes in the USA and Israel, managed joint venture relationships; worked closely with legal counsel and various delegates.

Priority One Management Company, Washington, D.C., An international consultant; managed the trust's holdings and business affairs; responsible directly to the Trustee.

Simon Thomas Associates, Washington, D.C., An international consulting firm; specialty consulting; responsible directly to the Trustee.

Ryvel Consultants Limited, Gibraltar, An international property recovery and consulting firm; managed the company and its affairs; arranged meetings, conducted negotiations, prepared documents and communications, and managed the various subcontractors and attorneys.

Freeman Boydston & Rolyat', Inc., Tulsa, Oklahoma, An indirect subsidiary of an oil-and-gas company engaged in merchant banking on a domestic and international basis; managed certain business transactions and strategic relationships for the company.

SmallTalk Communications, LLC, Branson, Missouri, An owner and producer of a nationally syndicated radio show; specialty consulting.

Bersh (International) Ventures Limited and The Bersh (International) Ventures Trust, Gibraltar, An international holding company and consulting firm; managed the company's business affairs and investment holdings; responsible to the Director and to company's attorneys.

Eagle Capital Plc, London, England, United Kingdom, A public limited company registered in England and Wales; managed the company's business affairs and operations; interviewed and hired staff, arranged office premises, secured management for the corporate automobile fleet and aircraft fleet, and secured and managed residences in multiple countries simultaneous for employees, directors and officers.

Eagle Capital USA, LC, Las Vegas, Nevada, A family office management company; managed all aspects of the company's operations.

Jets For Christ Foundation, Wilmington, Delaware, An aircraft holding corporation; arranged special purpose financing, negotiation of an aircraft acquisition and structured various clients.

Priority One Management, Inc., Branson, Missouri, A holding and management company; managed all aspects of the company's business affairs, set-up construction disbursal accounts and managed escrow disbursements for a general contractor.

Raven Resources Corporation, Las Vegas, Nevada, An investment holding company and private lender; managed all aspects of the company's business affairs; initiated and funded private loans and private equity clients.

National Drafting & Processing Systems, Inc., Las Vegas, Nevada, A provider of automated check settlement services and other electronic banking services; organized the company and oversight of various aspects of the company's business.

Mortgage Loan Specialists, LLC, Branson, Missouri, A broker/originator of mortgages in all 48-contiguous States; negotiated licensee arrangements, communication with wholesale lenders.

Citadel Financial Resources USA, LLC; Citadel Consulting, LLC; Citadel Aviation Holdings I, LLC, and Citadel Family Limited Partnership, Newport Beach, California, and Las Vegas, Nevada, A consulting firm, holding company, and licensed representative of a Foreign Capital Depository; managed all aspects of the company's business operations.

Cushman Real Estate Management, LLC, and related entities: Sullivan Investments, LLC, Sammy Lane Resort, Inc., Cushman Properties, LLC, Branson Financial Center, LLC, and White River Investments, LLC, Branson, Missouri, A family-owned boutique real estate holding and management company, which develops Class-A office space and leisure resort real estate products in Branson, Missouri, one property will host a world-class aquarium, an open-air resort, themed restaurants and entertainment/retail; assisted the firm with strategic development of various relationships, the refinement of its overall business model and performed certain preliminary work with respect to public financing structuring, including Tax Increment Financing, Transportation Development District, and Community Improvement District.

Berean Liberty Foundation, Branson, Missouri, and New York, New York, Managed all operations of this public charity, responsible directly to the Board of Directors.

Vessel Communications, LLC, New York, New York, Consulting with regard to specialized matters pertaining to the redevelopment of a theatre in Times Square, New York City.

Rockaway Beach Foundation, Rockaway Beach, Missouri, Served the Board in the organization, staffing and funding, of this public charity with program service areas in small rural underdeveloped towns in Southwest Missouri.

Promise Productions International, Inc., Branson, Missouri, Organized this public charity, obtained 501(c)3 determination, and assisted the Board with the diligence on a special purpose real estate acquisition, and worked with the CEO to develop the organization’s program services.

Resort Development Group, Broken Hill Golf Course Resort Development, Australia, Researched and reported on corporate structure and international club structure, OECD European transfer guidelines, along with design, copyright and commissioning of website.

AT Group Systems Corporate & Staff Trainers, Malaysia & Singapore, wrote training manual for financial services training courses.

Corporate One Members Airline Australia, Aviation advisors to the owners, Financial Independence & Retirement Management, an 8,000 strong members syndicate.

Sally Prince Great Portland St Mayfair London, turnaround advisors to fashion designer.

Royal Swazi National Airlines Corporation (Swaziland Africa), Specialist aviation advisor in at invitation of Royal family.

To view a more complete listing of Investment Suisse transactions and clients, we welcome you to download the following PDF document.

Featured Transactions Recent Clients Company History


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