Direct Access to Your Wealth Architects.
Discussing wealth requires more than a form—it requires context, discretion, and a shared understanding of value. At PRIVALOR AG, the conversation begins with a dedicated senior advisor, not a call center.
Whether you are based in Berlin, New York, or managing assets from a distance, our protocols ensure that your inquiry is handled with the precision it deserves. We invite you to establish a secure channel for our initial dialogue.
Privacy Lexicon
Transparency in discretion. These terms define how PRIVALOR structures initial interactions to protect client interests before assets are even discussed.
KYC Pre-Check
A preliminary, non-binding review of documentation to establish service fit without exposing sensitive data.
Encrypted Channel
Standard communication via secure email protocols, ensuring correspondence remains confidential.
Fiduciary Discovery
The first structured meeting to align strategy with the legal and fiscal realities of your situation.
The Privacy-First Inquiry Protocol
Most firms ask for data before they offer insight. We reverse this dynamic. Our engagement process is designed to build a "trust architecture" where sensitive documentation is only requested once a strategic path has been validated.
When you contact PRIVALOR AG, you are not entering a marketing funnel. You are initiating a due diligence process that runs both ways. We assess the feasibility of meeting your objectives, and you assess the caliber of our institutional framework.
Step 1: Signal
Send a brief, non-binding message indicating your interest. No sensitive data is required at this stage.
Step 2: Validation
A senior advisor reviews your request and determines if our "pleo PRIVALOR" framework aligns with your capital structure.
Global Reach. Local Fiduciary Presence.
Headquarters
Venloer Straße 538 a
50259 Pulheim, Deutschland
Communications
+49 2409 8919020
info@privalor-ag.com
Coverage
Serving EU & US clients
Remote onboarding available
* Map provided for navigation context. In-person meetings are by appointment only to ensure privacy.
The First 30 Days: From Inquiry to Portfolio
Demystifying the onboarding sequence for prospective clients of PRIVALOR AG.
Intake & Alignment
Initial consultation to verify investment goals, risk parameters, and liquidity needs. Execution of NDA if required.
Custody Setup
Selection of banking partner and depot structure. We facilitate introductions and oversee the opening of secure accounts.
Strategy Draft
Presentation of the "pleo PRIVALOR" investment thesis. Awaiting discretionary mandate or trading authorization.
Deployment
First tranche deployment. You receive access to the client portal for live monitoring of positions and performance.
Initiate a Conversation
Please provide a brief overview of your current situation. We do not require specific portfolio values at this stage, but an indication of asset scale helps us determine the appropriate advisory tier.
Verification Standards
- ● All communications are encrypted using TLS 1.3.
- ● We do not share client lists or marketing data.
- ● Response time: Typically within 24 hours (business days).
Ready to explore specific service lines?