Our services

BANKING

ADVISORY

Loan assistance. Representation and rates negotiation. Restructuring advice. EU funds assistance.

WEALTH & ASSET

MANAGEMENT

Asset review and evaluation. Portfolio management. Wealth optimization. Risk diversification. Consolidation.

FISCAL

OPTIMIZATION

Custom solutions for enterprises and individuals. Navigation of complex fiscal rules in Romania, the European Union, and globally.

FAMILY

OFFICE

Wealth transfer planning. Educational funding advisory for the next generations. Wealth protection strategies. Management of liquid and illiquid assets. Custom advisory for special circumstances.

BANKING

ADVISORY

Loan assistance. Representation and rates negotiation. Restructuring advice. EU funds assistance.

WEALTH & ASSET

MANAGEMENT

Asset review and evaluation. Portfolio management. Wealth optimization. Risk diversification. Consolidation.

FISCAL

OPTIMIZATION

Custom solutions for enterprises and individuals. Navigation of complex fiscal rules in Romania, the European Union, and globally.

FAMILY

OFFICE

Wealth transfer planning. Educational funding advisory for the next generations. Wealth protection strategies. Management of liquid and illiquid assets. Custom advisory for special circumstances.

by your side. 24/7.

in Romania and all around the world.

Atrium MB Advisors.
Family. Fortune. Future.

Dear friends,

After nearly three decades of holding top-leadership positions in highly reputable and successful banks, I have gained a long and valuable experience. I have weathered numerous crises and managed special circumstances. I have always dedicated myself to the causes, people, and companies I believe in. And I did it all with tremendous passion for this wonderful profession.

In all those years, I have met countless people who, after a lifetime of hard work, after building successful businesses or inheriting their family’s fortune, wanted to protect their assets and secure their future.

But today’s banking has become so rigid and over-regulated that neither the Client, nor the banker matter much anymore. Interpersonal communication and valuable personal relations have been replaced by endless exchanges of documents from behind computer screens.

But life is really complex and often includes aspects that you cannot and would not discuss with a regular employee in a traditional bank, albeit an honest and competent one.

What you need is a new partner and a new partnership. A partner who understands you and your needs. A partner ready to always deliver results at the highest professional standards. A partner who is always honest, loyal, available, consistent, and discreet.

When I launched Atrium MB Advisors, I set out to accomplish five critical tasks:

  1. Be by your side as a friend and as a trusted advisor, along with my network of collaborators (lawyers, public notaries, fiscal consultants, bankers, real estate brokers).
  2. Be available 24/7 to respond to your needs.
  3. Simplify your life by shouldering responsibilities, ensuring your peace of mind by protecting your wealth, and supporting a fair relationship with public authorities.
  4. Serve as an example of professional integrity and corporate ethics, as a pioneer private wealth management company on the Romanian market.
  5. Offer solutions to whatever challenges you may face, and help you decide how to best protect your family, fortune, and future in today’s highly unpredictable, atypical, and complex world.

ATRIUM MB Advisors is where we will start a conversation about multiple key questions:

  • What is a Family Office?
  • How should you go about transferring your assets to the next generations?
  • Why is fiscal optimization vital?
  • How can you refinance or renegotiate a loan?
  • What is the optimal structure of your financial portfolio?
  • Why is life insurance needed?
  • How can you open an account abroad to serve your personal or business needs?
  • How do plan to finance the education of your children and grandchildren?
  • How do you manage a real-estate portfolio?
  • What is the most efficient structure of your personal wealth?

Welcome to Atrium MB Advisors, your partner in protecting your family, your fortune, and your future.

Yours,

Marinel BurdujaPresident, ATRIUM MB Advisors

Contact


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