Our clients
Families
We can help you to make the right choices by asking you the right questions. And because your life keeps evolving, so are our questions. Our proven process is designed to help you to transform your thinking into an actionable plan. We start with learning about your unique circumstances, identifying your dreams and goals, and understanding your risk tolerance. Guided by what's important to you, we draw on our capabilities across all areas of wealth management, to create the bespoke strategy for you. - Private wealth management - Goals-based financial planning - Private investment access - Tax strategy - Estate planning - Liquidity and exit planning - Trust services - Private banking - Philanthropic planning - Family governance.
Business owners
Business owners have different needs. When the majority of wealth is tight to the privately owned company, you need specialized guidance. We invested significant resources into service and support platforms dedicated to the needs of our clients. Our global network is carefully curated, and we are specialists in providing unparalleled solutions for our clientele. - Compensation and benefits arrangements - Stock option planning - Life, disability, key person insurance - Asset protection - Retirement planning - Estate planning and wealth transfer - Exit strategy and succession planning - Buy-sell agreements - Tax-efficient charitable giving
C-suite executives
Wealth planning for C-suite executives is very complex. We have intellectual capital needed to build long term wealth. We create your personalized plan around your vesting schedules, holding requirements, black-out periods, and other critical personal factors you may face. - Stock options and restricted stock - Corporate bonuses, dividends, etc - Sales of company stock (10b5-1 plans) - Concentrated stock risk 401k / IRA allocation planning - Asset liquidation, diversification - Insurance assets and protection - Estate planning and wealth transfer - Tax-efficient charitable giving - Cash flow analysis and retirement planning - SEC Fillings: 10b5-1 - Trading Plans - Executive Compensation Strategy - Estate Attorney & CPA collaboration - Key Person Insurance - Family Tiered Billing - Legacy Planning - Gifting Strategies - Golden handcuffs - Philanthropic Planning
Athletes and Entertainers
Incredible opportunities come your way. Do you have a trusted advisor in your corner to help you make the right decisions for you, your career and your legacy in your prime, and prepare you for transition to retirement? We have necessary experience and expertise to help you avoid common mistakes, so you can pursue what matters most today, tomorrow and for generations to come. - Sudden wealth - Risk management - High limit disability - Tax-efficient investments - Estate taxes planning - Currency risk management - Foreign exchange - US and offshore life insurance strategies - Liquidity management - Multi-currency accounts (most major currencies)* *Subject to client jurisdiction, choice of custodian and all approvals
Financial professionals
Many financial professionals are unable to manage their own portfolios due to compliance with regulatory obligations, as personal portfolio management could raise issues related to insider trading and conflicts of interest. How we can help: - Asset allocation - Private markets access - Structuring tax alpha - Estate planning - Asset protection - Liquidity & legacy planning - Philanthropy - Private banking
International
Wealth management for international clients is highly complex, as international tax regulations vary across jurisdictions. Cross-border investments introduce challenges related to diverse regulatory frameworks, investment restrictions, and reporting requirements. Estate planning and succession face differences in inheritance laws and strategies, necessitating tailored solutions. Currency fluctuations and risk management add complexity, requiring assessment and mitigation of currency risks. - Estate taxes planning and risk mitigation - Tax-efficient investment options - Currency risk management - Foreign exchange - US and offshore life insurance strategies - Multi-jurisdictional estate planning - Liquidity management - retirement planning - Multi-currency accounts (most major currencies)* *Subject to client jurisdiction, choice of custodian and all approval