Young Professional
For single expats with less complex situations, who want a professional team on call.
Young Professionals are young at heart, no matter their age. Whether still building their wealth, or financially independent, they want ongoing professional investment management but prefer a hands-off approach to financial planning. They appreciate the peace of mind of having a professional, highly reactive team on call, for guidance and validation when they need it. Minimum annual fee: $6,000.
Professional Family
For expat couples and families with growing needs, who want a highly proactive team working with them.
Professional Families want a highly proactive professional team to manage their investments and guide their financial lives, always a step ahead of legal changes and life events that may require course corrections. They want the peace of a mind that comes from partnering with a specialized team that anticipates their needs and has their back, before they even know it’s needed. Minimum annual fee: $12,000.
Virtual Family Office
For multigenerational families, small business owners and trust beneficiaries who need a dedicated team coordinating their full custom needs.
The Virtual Family Office Service level is best suited for families with complex financial needs that require more than working with a proactive team that monitors the financial landscape and recommends course corrections. They also need a team managing the work of their external professional advisors in different countries with a high degree of customization and coordination.Minimum annual fee: $20,000.
