WHAT WE DO
Our strengths lie in the creative solutions we provide to both our corporate and private clients and with first-hand access to business opportunities.
Trinity Wealth Partners is an independent Multi-Family Office, specializing in bespoke solutions for UHNWI, Entrepreneurs and Institutional Investors.
Our partners have a long track record advising Sovereign Wealth Funds and have access to a group of exceptionally talented and experienced advisors and investment professionals.
Our key difference is in evaluating the business proposals, developing them into investment opportunities and generating long term market returns.
WHO WE ARE
Founded in 2010 in Frankfurt, TWP works closely with our global clients to preserve their wealth and grow their business.
Carla Rebeiz
Founding Partner
With over 25 years in Investment Banking and Financial Services, Carla Rebeiz is the founder of Trinity Wealth Partners.
She is a recognized Business Strategist and Entrepreneur. Prior to establishing TWP, Carla was a Managing Director Global Head of Sovereign Wealth Fund and Central Banks Sales at Dresdner Kleinwort and as Head of Middle East Rate Sales at Deutsche Bank.Carla has launched the first generation of Green Bond in Europe in partnership with the World Bank.
She co-founded the French start-up « Ucar2Share » and is currently launching the fresh and healthy food chain « Eats Thyme ».She has a valuable experience in Capital Markets advising sovereign wealth funds, central banks, insurance, and high net worth families, all of which is combined with a genuine advisory mentality.
Carla holds an MBA from the University of Hartford and a BA from the American University of Beirut. She also participated in several executive programs at INSEAD.
Managing Directors
Our MD average over 20 years of experience in finance and investment. We represent an international and multilingual group who combines investment and business experience from careers in Investment Banking, Consulting and Wealth Management. Our global thinking and internal interaction allow us to identify trends and investment opportunities.
OUR DIFFERENCE
We endorse sustainable values to built a better business.
We hear about new business opportunities first, and we also hear them first-hand. We offer our clients appropriate investment opportunities, products and pricing that may not be available through other business channels. TWP work with exceptionally talented and experienced advisors and investment professionals from a wide variety of leading global financial institutions and major corporations to deliver the right product. Our client trusts TWP unique collaborative approach, and its ability to bring the right people together.
SECTORS
We believe in a holistic approach which would deliver a social impact.
Food & Beverages
We identify Food concepts and work hand in hand with the founders to develop and grow the business.
Luxury Brands
We assist strategic investors in evaluating investment opportunities in privately owned luxury brands.
Real Estate
We work very closely with property owners and developers and assist in the purchase and sale, in the ownership structuring as well as funding of hotels and residential/commercial properties.
Technology
We give you direct access to start-ups in the Technology sector in Europe and Middle East. With a focus on the Mobility sector, Fintech and Foodtech.