Empowering Innovation – Navigating Growth

Northstar Advisory partners with entrepreneurs and their high-growth companies to scale strategically and access global capital markets. As your Swiss digital family office, we combine an AI-driven investment engine with senior-advisor expertise to arbitrage across banks and platforms. Guided by Switzerland’s legacy of stability, discretion, and excellence, we help you navigate your journey to success with confidence.

About us

Relationship-Driven. Cross-Divisional. Outcome-Oriented.

Northstar Advisory is an independent wealth and corporate advisory boutique dedicated to serving entrepreneurs and their high-growth companies across global innovation hubs.

We operate at the intersection of wealth and innovation, offering tailored, cross-divisional advisory built on long-term relationships. Backed by a global network and a proven track record, we specialize in guiding strategic clients, particularly in the Israeli and U.S. high-tech ecosystems, through key financial milestones.

Our team has managed multi-billion-dollar portfolios and is known for delivering growth through a highly personalized, discreet approach. In close collaboration with Tier 1 institutions, we provide bespoke wealth, investment, and credit solutions aligned with our clients’ personal and corporate ambitions.

Empowering Innovation - Navigating Growth

Begin your journey with us today

Advisory Services

Holistic Strategy. Institutional Precision. Entrepreneurial Agility.

At Northstar Advisory, we provide a comprehensive suite of advisory services designed to meet the complex financial needs of our clients. Our offering integrates wealth management, corporate advisory, and capital markets expertise, delivered through a highly personalized and cross-disciplinary approach.

Family Office Services

We support UHNW families and single-family offices with a full spectrum of services, helping them manage and preserve wealth across generations:

  • Consolidated portfolio and investment reporting
  • Philanthropy advisory and legacy planning
  • Global concierge and lifestyle services

1

Private Wealth Management & Wealth Planning

We develop long-term strategies tailored to each client’s personal and financial goals:

  • Strategic asset allocation, hedging and multi-generational planning
  • Succession planning for founders and family business leaders
  • Liquidity strategies for founders monetizing equity holdings

2

Structured Credit Solutions

We design bespoke credit facilities for clients seeking flexible capital to fuel growth:

  • Equity-backed lending and pre-IPO financing
  • Expansion and acquisition financing tailored to entrepreneurial ventures

3

Corporate Treasury Management & FX Hedging

We support high-growth companies with efficient capital deployment and risk mitigation strategies:

  • Corporate cash and treasury solutions for scaling tech firms
  • FX hedging programs to address cross-border exposure and IPO-related risks

4

Investment Banking Solutions

Our clients benefit from deep capital markets expertise through our global Tier 1 banking network:

  • Fundraising advisory for early to late-stage venture rounds
  • M&A advisory for strategic acquisitions and exits
  • ECM/DCM support for IPO-ready companies accessing public capital markets

5

Private Wealth Management & Digital Family Office Services

We develop long-term strategies tailored to each client’s personal and financial goals:

Corporate Treasury Management & FX Hedging

We support high-growth companies with efficient capital deployment and risk mitigation strategies:

Structured Credit Solutions

We help to design bespoke credit facilities for clients seeking flexible capital to fuel growth:

Investment Banking Solutions

Our clients benefit from deep capital markets expertise through our global Tier 1 banking network:

Founder

Institutional Experience. Entrepreneurial Drive. One Team.

Founder & Managing Partner

Konstantin Jeszenszky

With 25 years in finance, including 15 dedicated to private wealth and investment advisory, Konstantin advises dynamic entrepreneurs and sophisticated UHNW families across the Israeli and U.S. technology ecosystems. Before founding Northstar Advisory, he served strategic clients at UBS and Credit Suisse, managing institutional-quality portfolios and delivering integrated wealth and corporate advisory solutions.

At Northstar Advisory, Konstantin leads client strategy and platform orchestration: relationship management, multi-custodian architecture, product sourcing, capital markets and structured credit, and rigorous RFP execution. His leadership combines deep market insight, cross-border execution, and a long-term partnership mindset that keeps delivery sharp, transparent, and aligned with client goals.

Partner & Head of Risk & Compliance

Donika Jeszenszky

Donika Jeszenszky is a senior risk and compliance professional with more than eight years at UBS and Credit Suisse. She builds and operates control frameworks for Swiss wealth management, covering FINIG and FIDLEG implementation, AML/KYC and sanctions, suitability, cross-border governance, surveillance, and remediation.

At Northstar Advisory, Donika oversees and coordinates the firm’s risk and compliance program with outsourcing partners and custodian banks. She leads policy and register management, ongoing monitoring and testing, vendor due diligence, data protection under FADP and GDPR, staff training and attestations, and interactions with the ombudsman and supervisory bodies to keep the platform regulator-ready.

Testimonials

Trusted by Visionaries

Due to the confidential nature of our work, we do not publicly disclose client names and only share anonymized endorsements. However, client references and case studies can be provided upon request as part of onboarding discussions.

“Northstar understands the complexity of being both an entrepreneur and a wealth creator — their advice is strategic, nuanced, and always a step ahead.”

Anonymized
Founder, Series D Tech Company, Tel Aviv / New York

“Northstar understands the complexity of being both an entrepreneur and a wealth creator — their advice is strategic, nuanced, and always a step ahead.”

Anonymized
Founder, Series D Tech Company, Tel Aviv / New York

"Northstar Advisory understands the complexity of being both an entrepreneur and an investor. Their advice is strategic, nuanced, and always a step ahead."

Anonymized
Founder, Series D Tech Company, Tel Aviv / New York

“Continuing to build on our trusted relationship with the founder, Northstar Advisory consistently delivers valuable support for treasury and FX management.”

Anonymized
CFO, Series C SaaS Company, Tel Aviv
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For inquiries, strategic introductions, or to explore how we can support your next phase of growth.

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Contact Info

We are here to assist you with all your banking and financial needs. Please feel free to reach out to us through any of the following channels:

Contact Information

Office Address:

123 Main StreetSan Francisco, California (CA), 94105

General Inquiries:

info@northstar-advisory.ch

Toll-Free:

+1-800-123-4567