Long-Term Planning & Strategic Holdings
We help families and institutions make clear financial decisions over time. Disciplined strategy. Calm execution.
Learn What We Do
We help families and institutions make clear financial decisions over time. Disciplined strategy. Calm execution.
Learn What We Do
Palis Global is a holdings firm focused on long-term financial planning and asset stewardship. We work with families and institutions who want clarity, structure, and aligned decision-making.
We help you organize your holdings, coordinate planning across years (not quarters), and build continuity into how you manage what you own.
We focus on experience, discipline, and practical problem-solving. Our approach adapts as markets and client needs change.
We prioritize long-term thinking. Decisions are made with years in mind, not just this quarter.
Careful planning, honest communication, and alignment on goals. We aim to keep things simple and focused.
We help you organize your finances around clear goals. This includes planning for how assets are held, coordinated, and transitioned over time.
Oversight and stewardship of your holdings. We focus on careful decision-making and adapting as conditions change.
We evaluate new opportunities in sectors we understand. Risk assessment and long-term fit guide what we pursue.
We assess risk across your holdings and help you make informed choices. The goal is clarity, not complexity.
Coordination across financial, legal, and administrative needs. We help organize tax planning, succession structures, and philanthropic activities.
We evaluate private equity, real estate, and other non-traditional investments to help diversify portfolios where it makes sense.
We evaluate opportunities across sectors. Diversification and careful selection guide our approach.
We evaluate properties in metropolitan markets. Location, tenant quality, and long-term outlook matter most.
We look for technology companies with solid fundamentals and realistic growth paths.
Healthcare and biotech opportunities where we see durable demand and reasonable valuations.
Renewable energy and infrastructure projects that align with long-term trends and real demand.
We start by understanding your situation and setting up clear structures. Asset allocation and planning frameworks come first.
We look for new opportunities that fit your goals. Risk discipline and diversification guide what we add.
We adjust as markets and your needs evolve. Staying current without chasing trends.
We help build structures that work over decades, with clear succession and governance plans.
We can discuss your situation and see if our approach is a good fit.
Start a ConversationHave questions about what we do? Reach out to our team.