Wealth Management for Individuals, Families & Nonprofits

A More Thorough Approach

Our team specializes in the legal structuring of assets for international families, with a strong emphasis on cross-border planning. We have deep experience in navigating the complexities of managing wealth across jurisdictions and designing tailored solutions, based on client objectives and circumstances, that align with both local and international legal frameworks. Whether it's entity formation, trust structuring, or tax coordination, we help families preserve and grow their wealth globally. When it comes to alternative investments, our team has experience negotiating terms with established managers. As a significant independent purchaser of alternative investments in the U.S., our size and scale may allow us to negotiate lower fees, and we seek to pass any such savings through to clients where applicable.