Services

Private Client Investment Services

Financial planning

Services:

Financial Planning and Investment Advising

Individual pension solutions to ensure a financially stable retirement

A full range of modern financial instruments that create the opportunity for better education all over the world

Comprehensive analysis of your income, expenses and potential opportunities with minimal information from you

Professional management of your capital with the guarantee of its preservation and growth, as well as absolute financial security

Selection of structure and strategy for your portfolio with maximum consideration of your goals and level of risk with a highly professional portfolio manager

Investment Advising

Services

Advice on asset structuring, access to international financial markets, and features & risks of different jurisdictions

recommendations for reducing your tax burden and minimizing tax risks, while developing the best investment structure to maximize returns

Review and advise on a wide range of high-quality, diverse structured product offers from reliable financial institutions

Second Opinion

Service:

Do you know exactly what you own? Or maybe your being offered something that looks to good to be true? Let us put a second pair of eyes on it and conduct some due diligence.

Wealth Managment

Services:

Professional and confidential assistance to eliminate probate and reduce taxes

Consultations and assistance in establishing and managing trusts and foundations

Personalized serivce to manage your budegting requirements

Suggestions of the best programs from the main participants of the international insurance market for obtaining high-quality medical care anywhere in the world

All options of life insurance products, including life-saving insurance and unit linked, with the best conditions from the leading international insurers

Other Services

Ad-hoc solutions to your specific challenges

As one of the first financial advisers in Russia, since 2001 we offer world-class financial services and products to our Russian-based clients. We have a wealth of contacts and partners to help our clients tackle any task.