The idea of Clairmont was simple: to provide a team with multiple skills who works directly for our clients using their experience in the best global firms and a network developed over many years.
Each client works directly with one of our founders.
Clients and managers benefit from the professional systems, processes and resources of a large institution while enjoying the personalized attention that only a boutique organization can provide.
Our multicultural team speaks fluent Spanish, Portuguese, French and Greek.
Our professional backgrounds are international and diverse, and include:
- Fiduciary Services & Wealth Structuring
- Investment management
- Legal and accounting
- Corporate and family governance advisory
- Corporate advisory for clients with family-owned companies
Our clients have been working with the same team of people over many years.
Our goal is to be your trusted adviser for the next generation and beyond.
Founder & President