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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. 

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