Holistic Approach to Family Wealth Planning
FIRST U.S. multi-family office and business management company based in New York City dedicated exclusively to serving ultra-high net worth entrepreneurs and families, alternative investment funds and global businesses with cross-border investments.
ONE STOP SHOP of Professional Tax & Investment Solutions, supported by decades of experience, proprietary systems and technology, a customized suite of products and services, and a network of elite service providers.
BRIDGE the gap between cross-border investors' financial aspirations and lack of resources in the U.S., allowing them to more fully enjoyed the benefits of exceptional wealth.
FOUNDED by a team of highly experienced professionals and serial entrepreneurs with over six decades of combined experiences servicing international high net wealth clients and investment funds.