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

Find what you're looking for.

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
• Custody selection 

Family Wealth Services

• Legacy planning
• Cash flow management and financial reporting
• Family education and governance

Investment Management

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

Wealth Planning

• Tax minimization and cross-border strategies
• Business valuation and succession
• Wealth transfer
• Financial and estate planning
• Lifestyle management
• Philanthropy 
• Pre– and post–IPO planning; exit tactics

Insurance

• Life insurance, disability insurance, and critical illness insurance
• Tax and estate planning with life insurance
• Charitable giving with life insurance
• Business, partnership, and corporate insurance planning

Trust & Estate Planning

• 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