Your needs are multi-dimensional. So are our capabilities.

circle bubble chart of 'you and your family' surrounded by 'your wealth plan' with further bubbles breaking down aspects of wealth management

Platinum Banking

  • Traditional banking and payment solutions

  • Specialized, custom lending strategies

  • Investment-secured debt leveraged solutions.

  • Complex credit structuring

  • Monetization of specialty assets

  • Cross-border banking and mortgage services

  • Investment-secured debt leveraged solutions.

  • Custody selection

Family Wealth Services

  • Family education and governance

  • Legacy planning

  • Cash flow management and financial reporting

Wealth Planning

  • Wealth transfer

  • Tax minimization and cross-border strategies

  • Business valuation and succession

  • Financial and estate planning

  • Insurance and asset review

  • Lifestyle management

  • Pre– and post–IPO planning; exit tactics

Investment Management

  • Access to best-in-class investment management platforms

  • Both fee-based and managed-assets portfolios

  • Open architecture platform

  • Best-in-class research

  • Active investment management

  • Strategic and tactical asset allocation

Trust & Estate

  • Living and Family Trusts; Wills

  • Estate planning, management and litigation (trusts, holdcos, multiple beneficiaries)

  • Attorney for Property, Executor, Trustee or Court-Appointed Personal Representative

  • Trust administration and structuring

  • Agent services for ongoing tasks (e.g., tax compliance)

  • Escrow arrangements

  • enCircle concierge platform (comprehensive management)

Philanthropy

  • Dedicated philanthropic and legacy planning

  • Creation and administration of private foundations

  • Effective implementation of tax-efficient strategies