Built for builders, operators & allocators
Norwo serves professionals who've outgrown robo-advisors but are an afterthought to private banks — usually with wealth spread across borders, entities and asset classes.
You structure deals for others. Who structures yours?
You spend 80+ hours a week on client transactions — M&A, DCM, ECM. You know exactly what good financial advice looks like, which is precisely why you know you're not getting it from your private bank.
The problem
- Cash piling up in savings accounts earning nothing, because there is no time to deploy it properly
- Bonus cycles create lumpy cash events with no systematic strategy around them
- Compliance restrictions limit public market activity, and nobody is helping build private market exposure
How Norwo helps
- Automated deployment strategies timed around bonus cycles and vesting schedules
- Private market access that works inside compliance constraints — pre-cleared and documented
- A portfolio that rebalances, harvests losses, and reports weekly rather than quarterly
| Deploy idle cash systematically | 01 |
| Build private market exposure | 02 |
| Cross-border tax optimisation | 03 |
| Estate plan before the next posting | 04 |
You see the best deals. Now invest your own capital with the same discipline.
You sit on IC committees, diligence fund managers, and evaluate hundreds of companies a year. But your personal portfolio is probably an ad-hoc mix of angel cheques, a house, and whatever your prime broker suggested.
The problem
- Heavily over-concentrated in the same asset class and vintage years as your fund
- Carry creates large, lumpy tax events with no forward planning
- Co-investment and angel deals made ad-hoc, without portfolio-level thinking
How Norwo helps
- Portfolio construction that accounts for your fund exposure — diversifying around it, not duplicating it
- Carry tax planning across jurisdictions, modelled years before distributions arrive
- Systematic angel and co-invest tracking with attribution alongside institutional holdings
| Diversify away from PE concentration | 01 |
| Carry tax planning before distributions | 02 |
| Consolidate angel portfolio tracking | 03 |
| Family trust for education | 04 |
You optimise businesses for a living. Who optimises your balance sheet?
You've built frameworks for Fortune 500 companies. You understand value creation, risk and strategic allocation better than most. But your personal finances are running on autopilot.
The problem
- High income, high travel, zero time — wealth accumulates in low-yield accounts between staffings
- Frequent international moves create tax residency complexity nobody is tracking
- No access to private markets despite knowing they drive long-term outperformance
How Norwo helps
- A fully automated portfolio with tax-loss harvesting, needing no attention between engagements
- Multi-jurisdiction tax mapping as you move between Dubai, London and Singapore — proactive, not reactive
- Private market access at $100K minimums, bringing the asset class your pension fund uses to your own wealth
| Build a private market allocation | 01 |
| Simplify cross-border filing | 02 |
| Automate investing around travel | 03 |
| Partner-track equity planning | 04 |
Your wealth is your company. That's the problem.
Pre-exit, post-exit, or somewhere in between — your net worth is dangerously concentrated. You need systematic diversification without the distraction, and a partner who understands liquidity events.
The problem
- Over 90% of net worth tied to one illiquid asset — your company
- Post-exit: sudden liquidity with no investment infrastructure ready to deploy it
- Secondary sales, 409A valuations and ESOP structuring, with nobody coordinating them
How Norwo helps
- Pre-exit: build a diversified portfolio alongside the company, systematically, even on small liquidity
- Post-exit: a structured deployment plan that puts capital to work without panic-buying
- Ongoing: simulated scenarios for partial exits, secondaries and dilution impact on personal wealth
| Diversify without selling equity | 01 |
| Pre-exit tax structuring | 02 |
| Post-exit deployment strategy | 03 |
| Protection if the exit fails | 04 |
Layla: $8.4M, six entities, four jurisdictions, one screen.
A Dubai-based founder, ex-private equity. Her wealth: public markets, PE/VC stakes, founder equity, property, private credit and cash — spread across the UAE, US, UK and Cayman in three currencies. Before Norwo: a master spreadsheet, updated quarterly, already wrong.
After mapping: a live consolidated picture that immediately surfaced a founder-equity concentration above her own policy ceiling, six figures of idle cash, and a time-sensitive option-exercise decision — each explained, sourced, and queued for a decision with her advisor.
Layla is an illustrative composite. Figures shown in product demos are demonstration data.
And other ambitious professionals.
Norwo serves any high-earning professional who takes their wealth seriously.
Corporate executives
C-suite and senior leaders with complex comp packages — RSUs, options, deferred comp and golden parachutes.
Family business heirs
Next-generation inheritors building their own career while preparing to steward family wealth responsibly.
Doctors & lawyers
High-earning professionals in practice who need institutional-quality wealth management without the private bank overhead.
Tech leaders
Engineering leaders, CTOs and product executives at high-growth companies with significant equity compensation.
A two-minute way
to find out
Request access and tell us about your situation. If we're not the right fit yet, we'll say so — and tell you what would be.
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