We develop secure and compliant cross-border wealth management solutions. Our clients are financial professionals, global entrepreneurs, investors and their families: individuals who value a fresh and independent approach by partners who speak their language, based on traditional values such as personal service, discretion and prudence.
Our speciality is holistic international planning. We co-ordinate not just corporate, trust and private banking matters, but we also advise on and implement essential residence and citizenship strategies that are too often taken for granted. We help clients not just with legal tax mitigation and asset protection, but more importantly to manage broader geo-political and macro-economic risk and opportunity, all based on global diversification.