Our partners and wealth advisors can help you to administer your global wealth; from managing your investments to setting a Cross Border strategy for your current and future generations. Whatever your needs we will work with you to find a solution.
If you are an intermediary in search of a cohesive Cross Border wealth strategy or a wealth advisor seeking support for clients with US or multi-jurisdictional needs, we would also love to hear from you.
600 Third Avenue, 2nd floor, New York, NY 10016
Monday - Friday: 8:00am - 6:00pm
Saturday: By appointment