What do we deliver?
We don’t sell products. Instead, we offer bespoke wealth management solutions to an international clientele who are often faced with a unique set of circumstances. We specialize in EU cross border solutions for discerning Expatriate investors and internationally oriented local nationals.
International cross border wealth management has unique requirements and can be very complex from a regulatory as well as tax perspective. Very often these special circumstances are not solved by “local” but portable cross border solutions that provide maximum flexibility and portability whilst also being efficient in the clients present country of residence.