An independent global wealth manager providing comprehensive advice & personal guidance for a clear financial future. We serve a wide list of clients on multiple continents and seek to provide highly skilled, comprehensive financial planning that yields long- term financial success. Our clients are global, but our expertise is local, enabling us to assist with local and international wealth management issues.

Global Citizens
Working and living abroad brings exceptional opportunities but also unique challenges. Living, earning, and investing across borders creates complex tax, legal, and regulatory concerns that require extensive expertise. Our team is here to help and works regularly with Dutch, American, British, EU, Australian and other global citizens to ensure that wealth strategies are in line with the latest global tax rules and regulations. Taking a holistic & personalised approach, we assist clients with financial planning, tax strategies, investments, administration and other aspects of their total wealth to achieve the right outcome.

Business Owners & Entrepreneurs
Running a business is not simply a financial decision, it is an emotional undertaking. Our role with business owners and entrepreneurs is simple - assist with every aspect of wealth management, so that you can focus on running your business and not worrying about your financial health.

Investing for Women
Traditional financial planning fails many women. Caring for aging parents, raising children, coping with death, disability or divorce - all require a custom approach. Our professional female team understands and is committed to helping women succeed in their financial plans.
With offices in Hong Kong, New York, New Jersey and Dallas, our wealth professionals provide comprehensive expertise and personal guidance to support both private clients and companies. We support global citizens through their journey to achieve wealth creation and protection across borders.