To Leverage our Financial Partner Network to the Benefit of Our Clients
Our Principles guide our decisions, shape our culture and help us connect with customers. They are also a testament to the heritage of various firms we have worked with in the past.
1. Clients - Our Clients Interests Must Come First
2. Value - To Provide Good Value and Excellent Service
3. Integrity - To do the Right Thing, All the Time
4. Collaboration - To Work with All Stakeholders to the Benefit of
We are of assistance to wealthy individuals who mostly live abroad with interests (investments, real estate, businesses) in the United States and need a partner in the United States who understands both their personal goals and who acts as trusted advisors to bridge the distance between them and these interests.
Active Business Owners & Entrepreneurs
You are already busy with meeting the everyday challenges of running and growing your business and it can get quite complex. We help you maintain your sights on your business while we concentrate on making sure that the fruits of your labor are there later on. We offer the following focus areas for business owners, either for the owners or their
- Free cash flow investment management
- Liability management
- Retirement Strategies/Deferred compensation strategies
- Transition & Succession Proposition
Former / Retired Business Owners
As having owned a business, you want to ensure that the results of your hard efforts are rewarded. The future of your financial security and your income are no longer dependent on or provided by your business, but on the stewardship of your other assets. We also understand that the same personal values that allowed you to create your wealth should be reflected in the management of these assets as well. For former business owners we focus on:
- Suitable ownership /titling of assets
- Preservation of capital after inflation and taxes
- Provision of lifetime income
- Incorporating deferred purchases into a financial outline
- Transition Strategies
Depending on if you are still working or retired, you share some of the goals active or former business owners have above. In addition to these, you may have planning issues on your residency after work, retirement and contingencies (disability, loss of employment) as well has providing for certairn capital expense goals. For executives, we focus on:
- Growing wealth; retirement strategies
- Providing for contingencies
- Goals-based wealth management
Our history is embedded in the same cultures our clients live in and we understand the opportunities, but also the challenges of doing business across borders
The principals have each more than 25 years of investment experience, complemented by business, banking, and portfolio management backgrounds. Our clients benefit from our knowledge gleaned throughout market cycles. We are familiar with all asset classes, investment strategies and instruments
To maintain the trust initially earned means to consistently demonstrate our willingness to go beyond what is expected. We care for our clients and it shows not just in the professional relationship
As independent advisors, we have an even larger network as before, not limited just to one firm. Where our expertise ends, we collaborate with specialists and leverage other resources, attempting to create more choices for our clients
It is important to our clients that we be knowledgeable not only in investment management, but also in areas such as international trust and estate strategies, taxation, insurance etc.
We only accept a limited number of mandates to ensure high standards of service and attentiveness
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This website ("Site") is operated and maintained by Transatlantic Investment Partners LLC ("TAIP").
TAIP is the registered dba for the partners listed above who are Investment Advisor Representatives ("IARs")of their respective Registered Investment Advisors ("RIAs"). UCAP Asset Management LLC out of New York, NY is the registered affiliate for Mr. Jiao and is
Transatlantic Investment Partners is a registered Commodities Trading Advisor (CTA) with the NFA (National Futures Association( www.nfa.futures.org).
Nothing on this Site should be construed as a solicitation or an offer or recommendation to buy or sell any security, insurance or Futures contract. Advisory services are only provided to persons who become TAIP ("Clients") pursuant to a written agreement, which investors are urged to read and carefully consider in determining whether such agreement is suitable for their individual facts and circumstances. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS, FURTHERMORE, ALL INVESTMENTS INVOLVE RISK AND MAY LOSE MONEY. There can be no assurance that any claims made or shown on this site will lead to a positive investment return.
TAIP is not an affiliate nor are its partners employees of Schwab Advisory Services, or any other custodian we do business with.
Check the background of this investment professional on https://brokercheck.finra.org/individual/summary/2544249 and / or https://adviserinfo.sec.gov/individual/summary/2544249
UCAP Asset Managements' latest ADV filings can be found here: https://reports.adviserinfo.sec.gov/reports/ADV/170846/PDF/170846.pdf