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 

  • 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