We are a multi-disciplinary wealth advisory team. We offer a comprehensive range of strategies and solutions in private banking, investment management, trusts, insurance, and financial planning.
Our holistic, proactive approach helps affluent individuals and families achieve their wealth goals at all stages of their lives. Our coordinated and caring team of experienced professionals can help you save time, benefit from solid advice, and enjoy life with confidence, knowing your financial affairs being well managed.
In an effort to provide an even greater degree of personalization, our team is especially proud to offer our services in English, Polish and Portuguese.
Meet the Team
We will ask thought-provoking questions, help you to take stock of your financial position, discover what’s most important to you and your family, and provide solutions and support to generate exceptional outcomes, including: disciplined cash flow and strategy, a plan for capital preservation, well-structured and dynamic investment portfolio, Tax-sensitive family and business trust structures, family money management education, simplification of monthly bill payments and review of financial statements, charitable giving strategies, resolution of difficult emotional issues related to wealth..
Our Investment Process
Industry leading team of in-house experts
All solutions are coordinated through a single point of contact, your relationship manager
Trusted, multi-generational family expertise
Concierge-style service
Competitive Fees
Customized, personal solutions
Elite professionals form a culture of teamwork, transparency and integrity
Proactive investment management
High fiduciary standards
Cross-Border Expertise
Investment Management Wealth Planning Tax Planning
Retirement Planning Estate Planning Insurance Services