Our Services
One point of counsel, from judgement to execution.
Terran Agency advises principals across investment, business and private affairs. We bring independent judgement, specialist access and hands-on execution support to endeavors that rarely sit neatly within one discipline.
Wealth and Investment Advisory
Independent investment counsel for principals who want an experienced perspective to complement their existing advisers and in-house teams. We help assess how capital is allocated, whom it is entrusted to and where opportunities merit closer attention.
Our work spans portfolio strategy, direct and co-investments, manager selection and independent assessment of live opportunities. We remain product-agnostic and are paid by our clients alone.
Typical outputs
- Independent portfolio review across public and private holdings
- Direct investment sourcing and screening
- Manager and fund selection with candid reference checks
- Co-investment access alongside institutional sponsors
- Ongoing advisory on strategic asset allocation
Corporate Strategy
We advise founders, principal shareholders, family-owned groups and management teams on the strategic questions surrounding operating businesses, including growth, governance, capital, international expansion and shareholder alignment.
We work the strategic question through to execution, coordinating management teams and specialist advisers where required. Our role is not simply to recommend a course of action, but to help see it through.
Typical outputs
- Growth strategy for founder-led and family-owned businesses
- Succession planning, governance reviews, next-generation preparation and family council design
- International expansion into new markets
- Capital structure review, refinancing, partial exits and minority sales
- Board-level advisory on specific strategic decisions
Market Access
For principals entering unfamiliar markets, local knowledge and trusted relationships matter as much as analysis. We provide the intelligence, introductions and on-the-ground coordination required to turn an international ambition into an executable plan.
Our partners have direct experience across many of the markets we cover. Where specialist local knowledge is required, we draw on people we know and trust who have operated there firsthand.
Typical outputs
- Country and market entry assessments
- Local partner identification and diligence
- Coordination of regulatory, tax, structuring and local counsel
- Curated market visits, including meetings and on-the-ground diligence
- Introductions to bankers, sponsors, operating partners and relevant decision-makers
Expert Network
Terran Agency maintains a trusted and carefully curated network of specialists, operators, advisers and former officials across the markets and sectors in which we work. When a client requires knowledge beyond our own, we know where to look and whom to call.
We make introductions selectively and remain involved where coordination adds value, whether for a single question, a wider mandate or an ongoing requirement.
Typical outputs
- Introductions to vetted specialists, operators and advisers
- Independent conversations with individuals who know a market or sector firsthand
- Advisory teams assembled around a specific mandate
- Specialist panels for recurring family office requirements
- Reference checks on counterparties, partners, senior hires and board candidates
- Bespoke recruitment and outreach solutions
Philanthropy and Impact
We support principals and families on defined philanthropic initiatives, helping shape the objective, assess where capital can have meaningful effect and determine the most effective route to delivery.
Our work may include evaluating organizations and programs, structuring significant commitments, and developing new initiatives where an existing solution does not meet the brief.
Typical outputs
- Definition and structuring of philanthropic initiatives
- Research into issues, organizations and potential partners
- Independent assessment of programs and proposals
- Structuring of significant grants and commitments
- Development of new philanthropic projects
- Review of effectiveness and outcomes
Bespoke Solutions for Special Situations
Terran Agency provides hands-on support confidential, cross-disciplinary mandates that do not necessarily fit neatly within a conventional advisory category.
We identify the right people, coordinate advisers and counterparties, manage complex workstreams and remain involved until the matter is resolved. The role may be strategic, operational or both.
Typical outputs
- Cross-functional mandates spanning several service lines
- One-off strategic questions for the principal
- Coordinated advisory on major life or business events
- Standing partner-level advisory on retainer
- Confidential mandates handled by one senior team throughout
Fees
Terran Agency works on transparent fee arrangements agreed at the outset of each mandate. Depending on the nature of the work, we charge a fixed project fee, a monthly retainer, or a combination of the two.
We do not accept commissions or referral fees, allowing our advice to remain fully independent.
Starting An Engagement
A first conversation with Terran Agency is informal, and free of any obligation. Where another firm is better placed to help with the question, we will happily point you towards them.