With almost 30 years of experience in the investment industry and three highly respected designations,

I am well positioned to preserve and enhance your assets in a tax-efficient manner.

Our investment portfolios are built to thrive in all market cycles following a strategic framework of strict discipline and a structured process.

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Platinum Banking

• Traditional banking and payment solutions
• Specialized custom lending strategies
• Cross-border banking
• Mortgage Services

 

Investment Management

• Access to best-in-class investment management platforms
• Both fee based and managed-assets portfolios
• Active investment management
• Strategic and tactical asset allocation

 

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

 

Trust & Estate

• Living and Family Trusts; Wills
• Estate planning, management and litigation
• 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