Independence
We sell no products, manage no funds, take no retrocessions. Our only revenue on this page is the fee you see.
Private Wealth
Wealth Management
We advise families on the architecture of their wealth, how it is held, moved, protected and passed on across borders. Our role is the advisor's, deliberately: we structure, coordinate and challenge, while custody stays with your banks and investment execution with licensed managers. Advice with no product behind it.
Falcon International
What we advise on
Falcon International
How we are different
Coordination
Families accumulate advisors; someone must hold the whole picture. That is the job.
Candour
We will tell you when a structure is unnecessary, a fee is too high or a bank is wrong for you. That candour is the service.
Falcon International
FAQ
Do you manage investments?
No. Investment management sits with licensed managers and banks, chosen with our help, monitored with our reporting, but executed by them. Our independence from execution is deliberate and disclosed.
What does an engagement look like?
An annual advisory retainer for the family, scoped in writing: structure review, banking architecture, manager oversight and a standing quarterly conversation.
Begin with a conversation