Experience: We are experienced wealth managers with years of combined expertise at top private banks in meeting the needs of families with complex, cross-border structures and assets.
Clients always come first: We are focused on you. We work with an exclusive number of international family groups ensuring we are always available to our clients.
Service: We strive to provide a high level of personal service. We combine global expertise with the personalized service only a boutique firm can provide.
Independence: We are not tied to any one bank, institution or third party advisor. We find the best solutions for our clients. We work for you.
Long-term approach: As shareholders in Clairmont, we understand the value of long-term relationships. We do not make decisions based on short-term profits. Our goal is to be your trusted advisor for the next generation and beyond.
Comprehensive Advice: We provide a comprehensive approach to wealth preservation and long-term capital growth. For us, wealth management means taking into account fiduciary structures, operating businesses and investment portfolios and understanding how they fit into a family’s current and long-term goals.