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Bespoke Wealth Management
- Regulated in Switzerland, the EU and
USA - Proven Experience
- Tailored Solutions
- Professional & Ethical Standards
- Asset Security
Approach
- Member needs understood
- Correct instruments selected
- Bespoke discretionary management
- On-line portfolio view and statements
- Performance mandates exceeded
- Easy withdrawal facility
- Foundations, Endowments & Charities
- Family office
- Established trusts team
- Coordination with member existing
professional advisors & custodians
International Solutions
- Cash
- Currencies
- Equities
- Fixed Income
- Derivatives
- Funds
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Referral Partner Service
Established network of other family offices
and ancillary providers for SPECIALIST,
INDEPENDENT and NON-CONFLICT OF
INTEREST:
Established network of other family offices
and ancillary providers for SPECIALIST,
INDEPENDENT and NON-CONFLICT OF
INTEREST:
- family governance
- intra- & extra- familial wealth planning
- succession and inheritance planning
- legal structures
- philanthropy
- accounting
- corporate administration
- citizenship
- residency
- impact and socially responsible
investing - divorce
- taxation
- real estate
- family intranet platform
- deal flow
- corporate financing
- exclusive networking memberships
- private equity secondary & fund exits
| Steven J CohenCFA Results That Count - Bespoke Advantage |
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Whilst we understand the ease of using a one-stop-shop, we cherish our independent status to remove any conflicts of interest and
provide excellence in speciality (in all areas of investment management and some areas of advanced planing and investment
banking). However todays global family requirement are becoming more varied and complex. To assist in the areas where we do not
have in-house expertise we have cultivated a network of similar independent and best in class service providers to provide not only
specialist advice but also oversight to our own activities on your behalf, or we are happy to work with your existing providers.
provide excellence in speciality (in all areas of investment management and some areas of advanced planing and investment
banking). However todays global family requirement are becoming more varied and complex. To assist in the areas where we do not
have in-house expertise we have cultivated a network of similar independent and best in class service providers to provide not only
specialist advice but also oversight to our own activities on your behalf, or we are happy to work with your existing providers.