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Our Mission and principles
OUR MISSION
To Leverage our Financial Partner Network to the Benefit of Our Clients
OUR PRINCIPLES
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.
These are:
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
Our Clients
Our clients
Our Clients
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
businesses:
- 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
Executives
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 capabilities
OUR CAPABILITIES
- As investment advisors, our core competency lies in asset management for international clients with interests in the United States. As independent advisors, we provide objective advice without the distraction of conflicts of interest between you and a corporate owner, such as a bank.
- We are familiar with the respective tax and legal issues of the jurisdictions our clients reside in and while we do not ultimately provide tax or legal planning for them, we often recognize problem areas or opportunities and are able to assist our clients either with their own advisors or through our network of specialists in these fields and help either avoid problems or take advantage of cross-border-related opportunities
- We support our clients in preparing for the planned and unplanned events in life by assisting with International Estate, Education, Retirement and Tax Planning
- Depending on our clients' life situation and objectives, we usually segment our efforts in the growth, the preservation or the tax-efficient transfer of wealth
- We are based in the United States but travel extensively to meet with our clients abroad. We are multilingual as to enable our clients to feel comfortable in discussing their personal and financial matters with us
- For clients with interests (accounts) across borders and/or with multiple banks/brokerages/custodians, different asset classes etc, we offer worldwide consolidated allocation, reporting and monitoring of all your holdings. This simplifies your life and if mandated, we help to ensure unintentional overlap and trade offsets
- If you have a special project related to investment or asset management such as the analysis of an investment you are contemplating or undertaking communications on your behalf with a provider, we may help. .
What Makes us different?
Extensive International Experience and Focus
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
Comprehensive Investment Experience
The Managing Partner has more than 30 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
Exceeding Expectations
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
Collaboration / Network
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
Related Expertise
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.
Limited Number of Clients
We only accept a limited number of mandates to ensure high standards of service and attentiveness