WEALTH & LIQUIDITY SERVICES

We have relationships with leading Asian, Latin American and other international private firms so that we may offer the client an array of options to choose from and the best, most highly vetted institution that aligns with their needs and preference. Investments and cash are held in these custodian accounts. Having relationships with several wealth management and investment firms allows for various possibilities to access the best-in-class solutions.

We understand our UHNW clients have complex financial needs.  Elite clients desire wealth strategies and services that are proven, consistent, high performing, but also bespoke. We facilitate, streamline, and simplify some of the most complicated but essential functions and features of wealth management and growth, such as the ways you access your money anywhere in the world. Our goal is always to provide high-touch, bespoke services and solutions to ensure all interactions and decisions are individualized and personal. We ensure that our team of managers will work to understand all our clients’ situations and financial goals.


WEALTH &
LIQUIDITY

Individualized Wealth Management

Our individualized approach to wealth management ensures that our service team gets it right. Our bespoke services and solutions mean that we know each client on a personal level and manage the full relationship from A to Z when creating a comprehensive financial portrait. In this way, we continue to make wealth-building more efficient, high-performing, and laser-focused on our UHNW clients’ needs.

Customized Business Wealth Management

Our clients have a choice of their preferred custodian wealth management and investment firms which allows customizable business wealth tools and equipment designed to align with their personal business needs. In this way, we add value by providing optimal access to operating liquidity and the ability to utilize time more efficiently.

Technology and Mobile Tools

We partner with custodians that offer state-of-the-art, cutting edge, digital tools, and capabilities, as well as mobile apps. All these tools facilitate wealth management and better performance as well as offer increased security. Round-the-clock access to accounts, and the ability to move money and protect your information from a mobile platform and from any location in the world, are just some of the added benefits of this technology. The secure web-based tools and apps make real-time decision making more possible than ever.

Custodial Services

As soon as a client is ready to move forward and take advantage of our institutional-level investment services, we connect the client to our global custody platform.

Custodians offer an array of account options in all international currencies
  • Current account
  • Business Account
  • Private account
  • Placement account
  • Custody account
Traditional account services include
  • Deposit and Cash withdrawals
  • Cashier’s Checks
  • Credit and Debit cards
  • Transfers Between Accounts
  • Revolving Credit Instruments