World’s only
exchange for professionals serving private wealth.

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The community where advisers and family offices around the world source services, refer leads, find opportunities.

Opportunities

Intermediary Lender

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Deal Size

£13M

Property Debt Restructure

Property portfolio owned under one company offering security at less than 50% LTV to be refinanced.

Property Lender

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Intermediary Lender

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Deal Size

£11.7M

Development Finance

Development finance required for high value residential apartments with sea views, planning approved.

Special Circumstances RFP

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Company Director

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Deal Size

£3.4M

UK Development Finance

Development finance required for converting an existing barn into several dwellings. Underlying client is an experienced developer, borrowing via an e...

Family Office & Professional Services

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Family Office Adviser

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Deal Size

PoA

Private Lender

Private lender seeking new GBP and EUR short term property lending opportunities. Appetite for deals £1-£10m up to 75% LTV, rates 6%+ depending on ris...

Special Circumstances RFP

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Founder

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Deal Size

€1.9M

Debt Restructure on European Estate

European landed estate restructuring debt, value of property EUR 3,200,000, LTV of 62.5%. 3 year term and interest only.

Property Lender

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Company Director

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Deal Size

£1.4M

Property Equity Release

Equity release required against unencumbered UK property in order to acquire holiday home.

Property Lender

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Family Office Adviser

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Deal Size

PoA

**EXCLUSIVE** Trust company available for outright purchase

[LONGLIST SELECTED: CLOSED TO NEW APPLICANTS] Outright owner of Jersey-headquartered trust company with revenues in excess of £4.5m seeks expressions...

Special Circumstances RFP

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Company Director

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Deal Size

£2.4M

Investment Loan

Development team have deep experience and have undertaken a number of successful developments over a number of years and have an added specialism in d...

Property Lender

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Family Office Adviser

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Deal Size

PoA

Global family Office seeks legal advice for review of Jersey contractual documentation supporting $10m+ investment

Global single family office seeks legal services provider for review of contractual documentation supporting provision of high value cash management s...

Family Office & Professional Services

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Family Office

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Deal Size

£10M

Substantial family office seeking forward funding commercial property opportunities in UK

200 year old family business with property investments throughout Europe. Significant liquidity to forward fund commercial property opportunities (£5-...

Family Office & Professional Services

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The transparent digital exchange for professional private client advisers to high net worth clients.

No fees.

Client remains Anonymous.

Ethics first.

“A mix of Uber and Trip Advisor for Private Client Advisers, long overdue!”

Private Client Trustee, Jersey

“This team delivers: they expertly guided us through a re-selection process for a company administrator and bank at a critical time, having just received a major financing injection into our business.”

Chief Investment Officer, Privately Held International Telecoms Co.

“Genius idea, like a ‘professionals only’ open register of referrals and RFP’s”

RH, Family Office, London

“I haven't got the time or skill set to maintain an awareness of lending rates and policies for my clients; STAK allows me to handle the marketplace in a really smart, easy way”

M. Wan, Kuala Lumpur

Opportunities

View All

Intermediary Lender

Reference:W97ZA Deal Size £13M

Property Debt Restructure

Property portfolio owned under one company offering security at less than 50% LTV to be refinanced.

Property Lender

Completed

Intermediary Lender

Reference:ZABQW Deal Size £11.7M

Development Finance

Development finance required for high value residential apartments with sea views, planning approved.

Special Circumstances RFP

Completed

Company Director

Reference:5NRKA Deal Size £3.4M

UK Development Finance

Development finance required for converting an existing barn into several dwellings. Underlying client is an experienced developer, borrowing via an e...

Family Office & Professional Services

Open to Bids

Family Office Adviser

Reference:WY8TD Deal Size PoA

Private Lender

Private lender seeking new GBP and EUR short term property lending opportunities. Appetite for deals £1-£10m up to 75% LTV, rates 6%+ depending on ris...

Special Circumstances RFP

Open to Bids

Founder

Reference:WCGJT Deal Size €1.9M

Debt Restructure on European Estate

European landed estate restructuring debt, value of property EUR 3,200,000, LTV of 62.5%. 3 year term and interest only.

Property Lender

Open to Bids

Company Director

Reference:6ETHC Deal Size £1.4M

Property Equity Release

Equity release required against unencumbered UK property in order to acquire holiday home.

Property Lender

Completed

Family Office Adviser

Reference:HFKYP Deal Size PoA

**EXCLUSIVE** Trust company available for outright purchase

[LONGLIST SELECTED: CLOSED TO NEW APPLICANTS] Outright owner of Jersey-headquartered trust company with revenues in excess of £4.5m seeks expressions...

Special Circumstances RFP

Out to RFP

Company Director

Reference:S45TQ Deal Size £2.4M

Investment Loan

Development team have deep experience and have undertaken a number of successful developments over a number of years and have an added specialism in d...

Property Lender

Open to Bids

Family Office Adviser

Reference:74DY8 Deal Size PoA

Global family Office seeks legal advice for review of Jersey contractual documentation supporting $10m+ investment

Global single family office seeks legal services provider for review of contractual documentation supporting provision of high value cash management s...

Family Office & Professional Services

Open to Bids

Family Office

Reference:V8JNT Deal Size £10M

Substantial family office seeking forward funding commercial property opportunities in UK

200 year old family business with property investments throughout Europe. Significant liquidity to forward fund commercial property opportunities (£5-...

Family Office & Professional Services

Open to Bids

World's first
Wealth Services Exchange.

Where Advisers and Family Offices source services, refer leads, find opportunities

$30trn changes hands in the next 5 years. We are combining cutting-edge technology with deepest wealth industry insight to create a meritocracy for professionals in wealth services.

Join for free today to search our latest open wealth opportunities.

Credentials

Verified, accountable, trusted sources.

Dealflow

Refer or find providers for your clients, or source new engagements.

Client outcomes

Transparent, confidential and fair, assuring you the best outcome.

World’s only
exchange for professionals serving private wealth.

20,000+

£400m+

Opportunities

£13M

£11.7M

£3.4M

PoA

€1.9M

£1.4M

PoA

£2.4M

PoA

£10M

The transparent digital exchange for professional private client advisers to high net worth clients.

No fees.

Client remains Anonymous.

Ethics first.

20,000+

£400m+

“A mix of Uber and Trip Advisor for Private Client Advisers, long overdue!”

“This team delivers: they expertly guided us through a re-selection process for a company administrator and bank at a critical time, having just received a major financing injection into our business.”

“Genius idea, like a ‘professionals only’ open register of referrals and RFP’s”

“I haven't got the time or skill set to maintain an awareness of lending rates and policies for my clients; STAK allows me to handle the marketplace in a really smart, easy way”

Opportunities

World's first
Wealth Services Exchange.

Join for free today to search our latest open wealth opportunities.

Credentials

Dealflow

Client outcomes

World’s only exchange for professionals serving private wealth.

20,000+

£400m+

Opportunities

£13M

£11.7M

£3.4M

PoA

€1.9M

£1.4M

PoA

£2.4M

PoA

£10M

The transparent digital exchange for professional private client advisers to high net worth clients.

No fees.

Client remains Anonymous.

Ethics first.

20,000+

£400m+

“A mix of Uber and Trip Advisor for Private Client Advisers, long overdue!”

“This team delivers: they expertly guided us through a re-selection process for a company administrator and bank at a critical time, having just received a major financing injection into our business.”

“Genius idea, like a ‘professionals only’ open register of referrals and RFP’s”

“I haven't got the time or skill set to maintain an awareness of lending rates and policies for my clients; STAK allows me to handle the marketplace in a really smart, easy way”

Opportunities

World's firstWealth Services Exchange.

Join for free today to search our latest open wealth opportunities.

Credentials

Dealflow

Client outcomes

World’s only
exchange for professionals serving private wealth.

World's first
Wealth Services Exchange.