Global Resources, Personalized Service.

Comprehensive Consultancy 

Our clients present us with distinct situations that frequently involve multiple players, span borders and banking systems, and require multifaceted solutions. We work with each client to understand their unique challenges and opportunities and develop a targeted plan to address them. We offer the strategies and resources to problem solve, including expertise on financing, structures and managing day-to-day details.

Exclusive Domestic and International Financing

With strategic experience and relationships in both U.S. and International markets, we work with our local partners and third-party experts to provide client companies with the resources to obtain financing. We provide opportunities for regional and cross-border capital creation.

Details

• Strategic partnerships

• Buy and sell mandates

• Access to key economic groups/institutions/government officials/individuals

• Private deal flow

• Debt financing

• Equity financing

Solid Structural Advice

Working with third-party strategic partners, we guide our clients on establishing ownership structures

that align with their investment and estate needs.

Details

• Formation and management of U.S. LLCs, LLPs, other corporate structures; international corporations; and onshore/offshore trusts

• Partnerships with international/U.S. tax advisors, legal resources, insurance resources

• Business succession and transition planning

Responsive Private Banking Services

A solutions-oriented partner, we go beyond the traditional wealth management relationship to help
alleviate both the financial and administrative pressure points in our clients’ lives. We take responsibility
for managing life’s daily details, from overseeing recurring obligations to promptly responding to ad hoc requests.

Details

• Concierge services including travel, after-hours travel emergencies, reservations and seating for arts, entertainment and sporting events

• Administrative services including bill payment

• Family office services 

• Philanthropic consulting including establishment and governance of foundations and endowments

• Establishment and management of U.S. bank relationship for international clients