Strategic international wealth management advice
Globally, we are experiencing unprecedented shifts, politically, economically, philosophically.
For the sophisticated portfolio with multi-national holdings, this poses complex questions necessitating solid strategies.
For the portfolio which is not already diversified internationally, it poses even more serious questions about the freeing of equity and moving of assets. Legally, and with aggressive tax avoidance as provided under the law of the nation where the asset is currently domiciled.
We provide production services while our producers bring together wealth with the most accomplished and seasoned international asset advisors, in law, in accounting, in strategy, in protection.
As the economic climate changes rapidly, we support our producers as they determine to be predicative to weather the storms, preserve capital, secure assets and wealth.
March 2020 – Covid 19 has increased our production schedule, our addition of powerful global advisors, and our commitment to finding even more potent solutions to the global crisis we are collectively facing – protecting our assets wherever possible
You are an accomplished and respected person who has first hand experience, answers and solutions to serve this audience. You are as good as it gets. And, you have the track record, the brilliance, to back that up.
If you have received your invitation to apply, please contact Jennifer or Alexandra and they will let you know if your area of expertise has been filled, including how to proceed.
If you have not been sent an invitation to apply, this is a specifically closed, invitation only, advisor base.