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About
We are a general wealth management firm, and we focus on these aspects of wealth management:
  • Investment management - asset allocation, risk allocation, manager selection and evaluation.
  • Financial planning - financial planning for education, retirement, and family.
  • Estate planning - wealth transfer strategies before and after death, trust services.
  • Personal risk management - casualty insurance, liability insurance, life insurance, long-term care insurance, medical insurance, and property insurance.
  • Tax planning.
  • Asset protection - offshore trusts, offshore business structures, and second passports.
  • Private Banking - loans and credit.
  • Wealth Management Education - for you and your future heirs.
We are different than other wealth management firms because we have a:
  • Global Outlook
  • Long-Term Focus
  • Independent Opinion
  • Fee-Based Model
  • Complete Approach to Wealth Management
How we are compensated:
  • We charge you an hourly fee.
  • We receive no broker fees or commissions from products we recommend to you.
  • We receive no referral fees or commissions for professional introductions made on your behalf.
How our service works:
Contact us by email to schedule a free initial consultation in person or by phone. If you decide one or more of our services are for you, then you can schedule a minimum one hour advisory session with us.

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