Don’t find yourself asking why you made a mistake and saying “if only I had known.” Use our Concierge Service to avoid such costly mistakes.
Working with wealthy clients is our business, so we understand the multitude of challenges. It isn’t easy finding the best professional parties you need at competitive rates, but we can help. We fill that empty chair by giving you the benefit of more than thirty five years experience in wealth management and associated industries. Over the years we have built a large network of relationships with international professional practices. The idea, as some suggest, of offering all services under one roof is at best misrepresenting the optimal. We know where to go to for any situation, we act as the family office you do not have. We do not charge our clients for this concierge service.