Wealth Management

As a high net worth individual, you have unique financial planning needs. As your wealth grows and your assets and interests become more globally diverse, you need specialized wealth management solutions that protect you and your family's lifestyle and optimize your international exposure.

Many of our clients have concerns about how to sustain their wealth and financial security over their lifetime and beyond. We analyze and synchronize your current and future financial needs with capital market conditions and global economic cycles. We will show you the options available to you to preserve and grow your wealth, helping you make informed, sound financial decisions.

Private Client Services Include:

Wealth Structuring and Asset Protection

  • Estate planning, global tax & immigration planning
  • Custodian management
  • Cost management
  • Consolidated reporting and risk management

Multi-Custodian, Multi-Currency, Multi-Asset Investment Management

  • Individually tailored investment portfolios
  • Institutional quality asset management
  • Portfolios with low turnover and high tax efficiency for U.S. clients