$48B+
AUM
$12M+
Avg Portfolio
15+
Yrs Relationship
99.9%
Retention
Built for Distinction
Dedicated Advisor
Your own relationship manager available 24/7, understanding your unique financial goals and family dynamics.
Bespoke Investments
Customized portfolios across equities, fixed income, real estate, private equity, and alternative assets.
Estate Planning
Comprehensive trust services, succession planning, and intergenerational wealth transfer strategies.
Global Access
Multi-jurisdictional structuring with access to 32 international financial centers and tax-optimized vehicles.
Family Office
Complete family office services including philanthropy, lifestyle management, and next-gen education.
Enhanced Security
Institutional-grade custody with $10M insurance per account, multi-signature vaults, and private banking protocols.
What You Get
Minimum $1,000,000 relationship
Dedicated private banker
Custom investment mandates
Tax optimization strategies
Trust and estate services
Art and collectibles financing
Aviation and marine lending
Concierge lifestyle services