INVESTMENT PLAN

We aim to generate attractive investment returns for our clients and help them with their financial planning needs by focusing on diversification, risk adjusted return, and tactical portfolio shifts.

VALUES

Our goal is to help you realize the full potential of your assets with trust, transparency, and the highest quality of client service, so that you can achieve what matters most to you and your family.

Highly personalized plan for each of our clients, including risk management based on your specific risk profile.

Active management and investment opportunities research

Diversification across industries, asset classes, and geographies.

We use Interactive Brokers LLC as the global brokerage custodian for our client´s accounts. Interactive Brokers is one of the premier securities firm in the world with over $9 Billion in equity capital.

We help you choose the most suitable estate planning alternative or suitable business structure based on your goals and needs.

Generational wealth transfer planning and asset structuring.

Management of fiduciary, estate, trust, and institutional accounts.

We help our clients gain access to private equity and hedge funds.

We assist and guide our clients to the right specialists while planning for their private real estate investments / divestments.

Environmental, social, and corporate governance (ESG) investing, and charitable and philantropic goals

We help our clients understand and minimize the potential tax exposures relating to their investments.

We understand the special tax considerations of foreign high-net-worth individual investing in the US, such as estate taxes and benefits available to non-resident aliens.

We guide our clients to the right specialists for their planning needs.