Activities of Advisors
The noun advisor stems from old French “avis”, meaning opinion. At the root of the word is the Latin “vis”, which is based on a verb meaning “to see” - found in words like a “vision”.
A competent advisor can help “to see what was not seen before” – e.g. by cross-professional findings re: use of resources and technical standards – or impacts on environmental qualities and livelihoods.
Academic-, legal-, economic-, financial-, technical-, political- and/or environmental advisors are persons, who offer guidance in the context of formal, professional relationships.
A Postscript mentions advisors in 2 legal systems with different approaches and consequences. Technical-, environmental- and political advisors offer politicians advice to substantiate their decision-making. Inconsistency can be covered-up by fragmented/narrow analysis - by lobby-commissioned R&D and/or populist-/leading-sentences in “Abstracts” or input to media-coverage.
Whether or not advisor-/client-relationships agree with- or fully understand each other is a separate story. Financial advisors - and “their” clients - seldom do. There may be lack of trust due to information asymmetry/hidden agendas by transaction fees and give-up commissions - or network corruption by career-opportunities.
Good decision-making should be based on mutual efforts and respect in “peer-to-peer”-relations open to new insight. Then one can achieve Single-Role Alternatives to Incumbents of the Financial Industry - with their multi-role groups and cross-selling strategies – for example:
A Social Enterprise for Impact Investing – organized as a Collaborative Value Network (CVN).
The precedence of such a CVN-Approach, which offers access to trustees/fiduciaries, can be found among historic bankier-houses and merchant banks before the “Big Bang”-deregulation of City of London 1987 – as well as among mutual institutions for savings/loans and insurance. But, the latter refrained from advice on equity capital-finance and ownership.
“Peer-to-peer”-relations between clients and chosen trustees/fiduciaries can result in mutual learning - e.g. based on what can become a Case-material for real dialogue between directors.
Anonymized Cases also of Small- and Mid-sized Enterprises (SMEs) can become an important source of teaching material. And Programs for Talents’ Action learning can contribute to such Case-writing.
Trustees* in Impact Investing** and Reconstruction*** can build Cases for “peer-to-peer”-dialogue
Buying-, managing- and selling assets represent great transaction volumes of financial values.
Only Nature itself stands for greater values. But, Nature is vulnerable, because humans do change environmental qualities and even the climate. Water scarcity and salinization as well as food-insecurity and health risks are moving closer in many places - as well as challenges in connection with societal insecurities and critical-/basic infrastructure. Due to the complex issues related to investment- and property markets - you may face impacts of even highly improbable changes - and pitfalls. Social Enterprises for Impact Investing and/or Land Banking - organized as Collaborative Value Networks (CVNs) - can assemble strengths from many - and offer access to a competent, impartial trustee in sensitive situations...
To choose a competent trustee will become increasingly important
Building a “Peer-to-peer”-relation starts with a dialogue re: purpose of purchase-, management- and sale of assets as to value propositions based on a number of needs - for example:
Become better prepared to face media and markets - request impartiality/role-divided value chains - and prepare access to equity capital at all times.
A trustee can contribute to effective searches, asset management, sales - for you to hold wanted investments instead of frequently entering- and exiting markets. Transactions without merit can be costly. Therefore, discussing Cases and real alternatives can make you better prepared to implement your dispositions and to deal with the consequences. That can be interesting and prove to be useful.
She/he can monitor e.g. separation of roles, when following purchase-/management-/sales of assets. Understanding market-participants/special interests as well as asset managers/banks can help negotiations.
The trustee can give advice on how to enter-/exit ownership as well as asset management - taking into account civil-, inheritance- and other relevant tax laws - and need of intermediate financing - as well as how to organize other follow-up.
A “peer-to-peer”-relation with a competent trustee can help to tackle transaction fee-driven players. When-/where they pop up, one must know who pays the fees - i.e. who is the other party.
Those, who find a wanted investment, can ask a competent trustee/fiduciary to investigate whether the object is for sale – or not. Neutral marts for broadcasting initiatives, needs, etc. are poorly developed in many places. Why? Most transaction fee-driven players only see “Names” in media and markets as wanted clients (read: sources of repeat business and fees).
Elders with extensive life experience state:
“There can be a lot to buy - and difficulties to manage and/or to sell. However, planning for change in time is always important».
Trustees*/fiduciaries in Impact Investing**/Land Banking and Reconstruction*** can assist as to a mandate - always at arm’s length and through role-divided networks in maritime regions.
They know notaries/lawyers abroad and domestic lawyers/auditors/banks, who can be involved already. Competent trustees also know international contacts, who can offer financing and/or they have links to expertise, when investing, managing and/or selling abroad.
*) The role of a trustee exists for issuers- and holders of debt-instruments/bonds. But, the role is lacking- or faulty for those who are- and become wealthy. Therefore, Bankier.co organizes trustees, who focus on the real economy + behavior and institutional changes in maritime regions, where needs of owners/enterprisers and investors are similar all over the World.
Look to the Pages: "Alliances, RNPs & Bankier.co", "Restructuring & Reorganization", "Networking in Maritime Regions". Note: In many countries, foreign players cannot sell/buy/broker real estate and/or other assets from abroad - i.e. at distance. But, a competent trustee can follow effectively processes and players abroad according to mandate. However, there are specialized, foreign-owned companies, which operate with affiliates in nations with restrictions - re:
**) Impact Investing: Since 1988, Bankier.co has built competencies by developing applications of Social Enterprises for Impact Investing - organized as a Collaborative Value Networks (CVNs) - for reach into the real economies of maritime regions. This has resulted in experiences of equity capital-financing, ownership-dilemmas and owner-governance, hereunder pro-active restructuring and independent analyses re: Owner-/Enterpriser Dynamics, Land Banking, Construction-Classification, Circular economy (Enec-, Resec-, E-cube- and Impact Analyses), Green Pricing and Regional Inter-Modal Transport Analysis (RIMTA) - to simulate alternative strategies for effective basic infrastructure and environmental use of land.
The Crux: Sustainability and Viability always keeping in mind Brand-building and Ethics.
***) EU’s Directive on Reconstruction (Pro-Active Restructuring, Solvency-measures, Debt Relief) was supposed to be implemented in EU before July 17, 2021. Many preparations were needed to fully implement the directive - e.g. to establish competent specialized courts with access to trustees and cross-professional, independent expertise.
Postscript:
In areas of Common law as a legal system Opinions based on discretion by due equity and/or precedents are decisive for Courts and judges as well litigants and their lawyers. What is legal - that is constantly evolving.
Legal advice in the EU-/EEA-area is founded literally on Roman Law/Jus Romanum in the form of
Laws/Regulations passed by Legislators (Politicians seconded by Lobbies/Authorities) - and interpreted by Courts/Faculties of Law as precedents, i.e. court rulings/understandings of the law, which may be persuasive in advance on subsequent cases.
Note: There are National Authorities in EU/EEA, which by e.g. Governmental delegation or Proxy in specific matters can interpret, decide and/or control - damaging atomists; i.e. individuals without influence alone.
National Remedy by Infringement Proceedings can result in correct implementation and harmonization of EU-Law.
The noun advisor stems from old French “avis”, meaning opinion. At the root of the word is the Latin “vis”, which is based on a verb meaning “to see” - found in words like a “vision”.
A competent advisor can help “to see what was not seen before” – e.g. by cross-professional findings re: use of resources and technical standards – or impacts on environmental qualities and livelihoods.
Academic-, legal-, economic-, financial-, technical-, political- and/or environmental advisors are persons, who offer guidance in the context of formal, professional relationships.
A Postscript mentions advisors in 2 legal systems with different approaches and consequences. Technical-, environmental- and political advisors offer politicians advice to substantiate their decision-making. Inconsistency can be covered-up by fragmented/narrow analysis - by lobby-commissioned R&D and/or populist-/leading-sentences in “Abstracts” or input to media-coverage.
Whether or not advisor-/client-relationships agree with- or fully understand each other is a separate story. Financial advisors - and “their” clients - seldom do. There may be lack of trust due to information asymmetry/hidden agendas by transaction fees and give-up commissions - or network corruption by career-opportunities.
Good decision-making should be based on mutual efforts and respect in “peer-to-peer”-relations open to new insight. Then one can achieve Single-Role Alternatives to Incumbents of the Financial Industry - with their multi-role groups and cross-selling strategies – for example:
A Social Enterprise for Impact Investing – organized as a Collaborative Value Network (CVN).
The precedence of such a CVN-Approach, which offers access to trustees/fiduciaries, can be found among historic bankier-houses and merchant banks before the “Big Bang”-deregulation of City of London 1987 – as well as among mutual institutions for savings/loans and insurance. But, the latter refrained from advice on equity capital-finance and ownership.
“Peer-to-peer”-relations between clients and chosen trustees/fiduciaries can result in mutual learning - e.g. based on what can become a Case-material for real dialogue between directors.
Anonymized Cases also of Small- and Mid-sized Enterprises (SMEs) can become an important source of teaching material. And Programs for Talents’ Action learning can contribute to such Case-writing.
Trustees* in Impact Investing** and Reconstruction*** can build Cases for “peer-to-peer”-dialogue
Buying-, managing- and selling assets represent great transaction volumes of financial values.
Only Nature itself stands for greater values. But, Nature is vulnerable, because humans do change environmental qualities and even the climate. Water scarcity and salinization as well as food-insecurity and health risks are moving closer in many places - as well as challenges in connection with societal insecurities and critical-/basic infrastructure. Due to the complex issues related to investment- and property markets - you may face impacts of even highly improbable changes - and pitfalls. Social Enterprises for Impact Investing and/or Land Banking - organized as Collaborative Value Networks (CVNs) - can assemble strengths from many - and offer access to a competent, impartial trustee in sensitive situations...
To choose a competent trustee will become increasingly important
Building a “Peer-to-peer”-relation starts with a dialogue re: purpose of purchase-, management- and sale of assets as to value propositions based on a number of needs - for example:
Become better prepared to face media and markets - request impartiality/role-divided value chains - and prepare access to equity capital at all times.
A trustee can contribute to effective searches, asset management, sales - for you to hold wanted investments instead of frequently entering- and exiting markets. Transactions without merit can be costly. Therefore, discussing Cases and real alternatives can make you better prepared to implement your dispositions and to deal with the consequences. That can be interesting and prove to be useful.
She/he can monitor e.g. separation of roles, when following purchase-/management-/sales of assets. Understanding market-participants/special interests as well as asset managers/banks can help negotiations.
The trustee can give advice on how to enter-/exit ownership as well as asset management - taking into account civil-, inheritance- and other relevant tax laws - and need of intermediate financing - as well as how to organize other follow-up.
A “peer-to-peer”-relation with a competent trustee can help to tackle transaction fee-driven players. When-/where they pop up, one must know who pays the fees - i.e. who is the other party.
Those, who find a wanted investment, can ask a competent trustee/fiduciary to investigate whether the object is for sale – or not. Neutral marts for broadcasting initiatives, needs, etc. are poorly developed in many places. Why? Most transaction fee-driven players only see “Names” in media and markets as wanted clients (read: sources of repeat business and fees).
Elders with extensive life experience state:
“There can be a lot to buy - and difficulties to manage and/or to sell. However, planning for change in time is always important».
Trustees*/fiduciaries in Impact Investing**/Land Banking and Reconstruction*** can assist as to a mandate - always at arm’s length and through role-divided networks in maritime regions.
They know notaries/lawyers abroad and domestic lawyers/auditors/banks, who can be involved already. Competent trustees also know international contacts, who can offer financing and/or they have links to expertise, when investing, managing and/or selling abroad.
*) The role of a trustee exists for issuers- and holders of debt-instruments/bonds. But, the role is lacking- or faulty for those who are- and become wealthy. Therefore, Bankier.co organizes trustees, who focus on the real economy + behavior and institutional changes in maritime regions, where needs of owners/enterprisers and investors are similar all over the World.
Look to the Pages: "Alliances, RNPs & Bankier.co", "Restructuring & Reorganization", "Networking in Maritime Regions". Note: In many countries, foreign players cannot sell/buy/broker real estate and/or other assets from abroad - i.e. at distance. But, a competent trustee can follow effectively processes and players abroad according to mandate. However, there are specialized, foreign-owned companies, which operate with affiliates in nations with restrictions - re:
- Brokering - by searches for buying and selling-processes - reporting results in domestic terms;
- Legal- and technical assistance in connection with search-/management-/sales processes;
- Probes/surveys of players' grants/licenses/competence/reputation;
- Expertise in inheritance and tax issues - e.g. reduce double taxation of intl. investments, etc.;
- Legislative changes that affect asset management and transfer along with notaries/ lawyers/ banks/authorities;
- Access to projects/initiatives abroad, if a relation wants to develop/rehabilitate with a future sale in mind;
- Ensuring payments are made to clients’ accounts along with notaries/lawyers/banks - as well as correct settlement.
**) Impact Investing: Since 1988, Bankier.co has built competencies by developing applications of Social Enterprises for Impact Investing - organized as a Collaborative Value Networks (CVNs) - for reach into the real economies of maritime regions. This has resulted in experiences of equity capital-financing, ownership-dilemmas and owner-governance, hereunder pro-active restructuring and independent analyses re: Owner-/Enterpriser Dynamics, Land Banking, Construction-Classification, Circular economy (Enec-, Resec-, E-cube- and Impact Analyses), Green Pricing and Regional Inter-Modal Transport Analysis (RIMTA) - to simulate alternative strategies for effective basic infrastructure and environmental use of land.
The Crux: Sustainability and Viability always keeping in mind Brand-building and Ethics.
***) EU’s Directive on Reconstruction (Pro-Active Restructuring, Solvency-measures, Debt Relief) was supposed to be implemented in EU before July 17, 2021. Many preparations were needed to fully implement the directive - e.g. to establish competent specialized courts with access to trustees and cross-professional, independent expertise.
Postscript:
In areas of Common law as a legal system Opinions based on discretion by due equity and/or precedents are decisive for Courts and judges as well litigants and their lawyers. What is legal - that is constantly evolving.
Legal advice in the EU-/EEA-area is founded literally on Roman Law/Jus Romanum in the form of
Laws/Regulations passed by Legislators (Politicians seconded by Lobbies/Authorities) - and interpreted by Courts/Faculties of Law as precedents, i.e. court rulings/understandings of the law, which may be persuasive in advance on subsequent cases.
Note: There are National Authorities in EU/EEA, which by e.g. Governmental delegation or Proxy in specific matters can interpret, decide and/or control - damaging atomists; i.e. individuals without influence alone.
National Remedy by Infringement Proceedings can result in correct implementation and harmonization of EU-Law.