Private Client Services

Clients with assets in multiple jurisdictions and who have many financial relationships among different classes and providers require a deft hand to assure that coordination is optimized.

This function often leads to higher levels of efficiency and control of risks and capture of opportunities that might be missed in a less fully-integrated approach.

Occasionally conflicts arise between family members about direction and strategy or desired outcomes. A neutral party can be a key asset in such situations. The ability to bring unity can be an essential prescription for resolving issues among differing generations, outlooks and expectations.

Additionally, issues such as the following call for our Private Client services:.

  • International holdings
  • World travel
  • Multi-party negotiations
  • Foreign exchange
  • Cryptocurrency and Non-Fungible Tokens
  • Commodities investing
  • Other sophisticated arrangements

No firm can legitimately claim to have all the expertise – that would be arrogant, although arrogance is not uncommon in today’s marketplace.

When appropriate, we partner with nationally and internationally respected organizations who do have the ability and resources to address a wide range of contingencies for Private Clients.