Monthly Archives: May 2015

The growing number of wealthy families, as well as the rapid developments in technology within the financial markets requires greater sophistication and skill in financial advisors. These changes, combined with the consolidation of the financial services industry, significantly diminished the role of the bank trust departments and increased need for family office-type services.

We are a private wealth and investment management advisory company that provides a variety of services including financial investment advice, tax and estate planning, risk management, objective financial counsel, trusteeship. We also offer personal services such as managing household staff and making travel arrangements.

Our mission is to offer objective financial advices and find creative solutions to any kind of financial issues (investments, tax and/or estate planning ideas)