At Petra, we believe that change in life is guaranteed. Throughout life, countless transitions occur. Some are at work, like a job restructure or selling your business and retiring. Other transitions happen at home, such as the loss of a loved one or planning for your family's future.

Whether the changes are personal or professional, happy or challenging, a knowledgeable hand is essential, paving the way for a successful and smooth transition. Petra will help you align these transitions and their expected outcomes with your values and aspirations for the future.

We at Petra specialize in the transitions of life.

For the full scope of our services, Petra suggests new clients have a minimum of 1 million in investable assets.