Empowering families, transforming futures.
We offer attractive financial terms, a comprehensive suite of support services, and access to the world’s top custodians to help you and your clients prosper. Join our ecosystem and grow your business independently and on your own terms.
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We work together to customize "plug and play" service packages, encompassing full portafolio management, operational support, and compliance services. This approach allows you to concentrate on nurturing client relationships and expanding your business.
We have invested time and money to establish a leading tech stack for our team as well as hiring the specialists needed to leverage technology capabilities. This way you can manage complex portfolios easily, scale your business, receive customized analysis, and generate customized reports.
We have a dedicated investment team specialized in various asset classes, segments, industries, or geographic regions, ready for your benefit. Moreover, you´ll receive detailed portfolio analyses and continuous recommendations through personalized one-on-one sessions with our investment team. Gain access to our alternative investment platform, encompassing venture capital, real estate, private equity, structured notes, hedge funds, and crypto. We utilize our scale to negotiate access to top-tier managers, particularly advantageous for smaller investors. Additionally, enhance your clients' performance with the expertise of our asset allocation specialists.
Count on our compliance and legal team to streamline and minimize the time you devote to these tasks, allowing you to focus on what you excel at: nurturing relationships with your clients. We are equipped to assist individuals and entities of all kinds; our ecosystem operates within fully regulated companies.
Strong, strategic and high-level relationships with the world’s top custodians, banks and brokers recognized by our partners as leaders in independent wealth management. Access our network of lawyers, CPAs, brokers and other professionals in more than six countries with whom we have negotiated special rates for our clients.
Harness our array of online channels and events to attract new customers and foster loyalty among existing ones. Additionally, stay connected with your clientele by providing them with our analysis and research on pertinent market events, keeping them informed and up-to-date.
