The trust you can build on

Advisory for institutions and individuals who build for generations.

About Us

Our vision

Patrimonia+ is a trusted advisory partner for families, founders, and boards navigating complexity with clarity.
We specialize in governance, fiduciary strategy, wealth structuring, and leadership mentoring — all designed to support long-term vision and ethical decision-making.
Our experts bring decades of experience across finance, entrepreneurship, and institutional advisory. We help you build the right structure, manage transitions smoothly, and cultivate the next generation of leaders, so that your values endure alongside your success.
At Patrimonia+, we don’t just advise organizations — we empower the people behind them.

The Patrimonia+ Braintrust

Definition:

A braintrust is a group of trusted experts who collaborate to provide high-level guidance and challenge one another to raise the standard of thinking.

The Patrimonia+ Braintrust is our circle of senior advisors — seasoned professionals with cross-industry expertise who bring clarity to complexity and structure to ambition.
We believe that leadership thrives in dialogue. That’s why we surround our clients with experienced minds who ask the right questions, challenge assumptions, and provide strategic insight when it matters most.

Patrimonia+ Braintrust

Meet our experts

Our Expertise

Who We Serve

We work with those who hold influence and responsibility:

Contact

Let’s Build Enduring Legacy Together

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Reach out to explore how we can help you lead with clarity and structure.

Mihai Dudoiu

Senior Advisor, Banking & Finance

Mihai is a market-leading legal expert in banking and finance, with over 25 years of experience advising international and Romanian financial institutions, investment funds, and corporate borrowers. He is one of the most recognized specialists in Romania in non-performing loan (NPL) transactions and asset disposals by banks, having worked alongside global investors for more than a decade.

Before co-founding Legal Ground, Mihai was a long-standing partner at Romania’s largest law firm, where he led the banking and finance practice for 15 years. For his exceptional transactional and advisory work, IFLR1000 ranked him a market leader, and Legal500 named him a leading individual.

Mihai brings to Patrimonia+ a pragmatic and high-integrity approach. He combines deep legal acumen with a strategic understanding of financial structuring, debt resolution, and M&A in regulated sectors. His experience spans project and corporate finance, syndicated lending, distressed assets, and financial regulation.

Gabriel Radu

Associate Professor, Dr.

Gabriel Radu is an Associate Professor (PhD) at the Bucharest University of Economic Studies (ASE) and a respected authority in the fields of audit and accounting in Romania. With over 25 years of professional experience and more than two decades in higher education, he has played a key role in shaping new generations of financial professionals. He has held leadership positions in major institutions such as BRD Life Insurance, CN ROMARM, PIROCHIM, and IOR SA, and served as President of the Chamber of Financial Auditors of Romania. As the founder of DA.AI Audit & Accounting and an active contributor to international regulatory bodies, Gabriel brings together academic rigor and practical expertise to uphold excellence and integrity in Patrimonia+’s advisory services.

Alexandru Rusu

Governance, Investment Structuring & Business Transformation | Coach in Formation

Alexandru Rusu is a seasoned executive and advisor with over 25 years of experience in finance, operations, and organizational development across sectors such as real estate, agriculture, retail, and digital platforms. At Patrimonia+, he supports clients in areas including governance design, investment structuring, performance management, and business transformation.

His background includes leading cross-border investment projects, post-merger integrations, group reorganizations, and the rollout of operational and digital frameworks. He brings a structured, yet agile approach to complex environments—working closely with business owners, family offices, and corporate teams to drive clarity, accountability, and long-term value.

Fluent in English, French, and Russian, Alexandru is recognized for his integrity, cross-functional leadership, and ability to make complexity manageable. He is also a coach in formation, adding a people-centered dimension to his work by fostering clarity, alignment, and sustainable leadership development.

Cătălin Ștefănescu

Financial Economist | Academic Leader | Strategic Advisor

Cătălin Ștefănescu is a financial economist, academic leader, and strategic advisor with over 20 years of experience across finance, real estate, and emerging technologies. He currently serves as Academic Director and Clinical Professor at NYU’s Schack Institute of Real Estate, where he oversees curriculum design, faculty development, and program innovation, while actively fostering industry partnerships and alumni engagement.

His career bridges academia and industry, with leadership roles in graduate finance and real estate education, financial consulting, blockchain strategy, and fintech entrepreneurship. As co-founder and CFO of Bleexy LLC, a blockchain-based venture, he has led product development and secured NSF grant funding for research and innovation.

Cătălin’s areas of expertise include corporate finance, sovereign debt restructuring, financial literacy, and decentralized finance (DeFi). He has taught at leading U.S. universities, including NYU, University of Tennessee, UNC, Indiana University, University of Maryland, and American University. With a collaborative and forward-thinking approach, he builds bridges between research and practice, helping shape future-ready professionals and solutions to complex global challenges.

Dragoș Popa

Experienced Banker | Independent Non-Executive Director | Senior Coach

Dragos Popa is a seasoned banker and corporate leader with over 27 years of executive experience across multinational corporations, public sector entities, state-owned enterprises, and large local corporates. He currently serves as an Independent Non-Executive Director on the Board of Exim Banca Romaneasca and is the Managing Partner at QFin Advisory, specializing in business development, corporate finance, and executive coaching.

Dragos has a proven track record in building high-performing teams, driving strategic growth, and closing landmark deals, including Romania’s largest private corporate bond issuance and major power sector M&A transactions. His international experience includes senior roles at Citibank France and Romania, where he managed global client relationships and coordinated banking operations across 56 countries.

Certified as a Senior Practitioner and holding an Individual Team Coaching Accreditation from EMCC Global, Dragos is recognized for his strong communication skills, ethical leadership, and commitment to sustainable business practices. He is fluent in English, French, and Romanian, and brings a people-centric approach to governance, mentoring, and team development.

Cornel Oprișan

Senior Advisor – Retail Strategy & Customer Experience

Cornel Oprișan is a senior retail strategist and transformation advisor with over 30 years of experience across emerging and developed markets. With a strong background in customer experience, commercial growth, and organizational development, Cornel has led pioneering initiatives in retail market penetration, multichannel expansion, and cultural alignment.

He played a pivotal role in launching and scaling IKEA operations in Romania and Southeast Europe, including store openings in Zagreb and Belgrade, developing IKEA’s e-commerce presence, and overseeing global commercial audits across Europe, the U.S., and China. As General Manager of IKEA Romania, he managed a business of €100 million and 500 employees, successfully integrating it into the global IKEA Group.

Cornel also contributed to strategic development projects at the global and regional level, including defining IKEA’s global customer experience and engagement measurements framework. Today, he continues to advise retailers through proprietary commercial growth programs and customer experience transformations, helping companies unlock sustainable value and performance.

He brings to Patrimonia+ an analytical mindset shaped by early research work in defense technologies and a practical business vision rooted in real-world impact.

Bogdan Boteanu

Senior Banker. Board Member. Independent Director.

Bogdan brings to Braintrust over 25 years of leadership in banking and strategy, including more than a decade as Executive Board Member and Global Head of Business Development for ING. With direct impact on launching and scaling Business Banking divisions across Europe and Australia, he built a solid track record in value creation at both local and global levels.
He combines disciplined execution with operational depth — having led high-performing teams, driven digital transformation, and delivered double-digit growth across multi-billion-euro portfolios. His ability to translate strategy into results, underpinned by strong governance and risk control, makes him a trusted advisor for boards, founders, and complex organizations.
As a certified Independent Director by NEDA UK, Bogdan supports the Patrimonia+ mission with an eye on sustainable performance, long-term alignment, and responsible leadership. His global outlook, combined with Romanian roots, brings invaluable insight to cross-border initiatives and strategic transitions grounded in trust and excellence.

Madalin Popescu

Investment Strategist. Capital Architect. Trusted Advisor.

Mădălin Popescu is a seasoned investment professional with over 25 years of experience across corporate finance, private equity, capital markets, and strategic banking. As a former Senior Investment Manager at ROCA Investments and Head of Corporate Finance for a diversified energy and industrial group, he has led capital raises, M&A transactions, and complex financing strategies that shaped the trajectory of Romanian mid-market champions.
Within Braintrust, Mădălin brings a sharp investor mindset and deep transactional expertise — from structuring bond issuances and equity rounds to sourcing proprietary deals and coordinating due diligence. His ability to bridge investors, banks, entrepreneurs, and shareholders makes him a valuable force in unlocking long-term capital for growth and transformation.
With a strong ethical compass and a passion for sustainable business models, he supports the Patrimonia+ mission of building resilient financial structures across generations. Mădălin engages founders, family offices, and institutional players with clarity, strategic discipline, and a deep understanding of risk and value creation.