Income
Services- Wealth Management
- Advisory Services
Wealth Management
Advisory Services
Affluent investors are often in the position of holding exceptional assets, such as a yacht, aircraft or perhaps a fine art collection. Substantial possessions like these can often benefit from the same planning and strategizing as other investments - even more so when you know how all these diverse pieces of your personal balance sheet are interrelated.
Your Financial Advisor team includes specialists who offer a wide range of personal services for your unique personal and financial needs.
Fine Art Advisory Services
Your art collection can become an effective working asset. We provide the art collector with the most objective and comprehensive intelligence on buying, selling and maintaining an art collection.
- Art Advice and Consultation
• Strategic planning to expand, upgrade, or focus a collection
• Art valuation and sourcing in the international market; acquisitions and sales; negotiation
• Advice on issues related to planning estate - Curatorial Management
• Art management: cataloging, insurance, administration, shipping, installation, etc.
• Art preservation: conservation, framing, storage, etc. - Art Financing
• Tailored financing that uses art as collateral to establish a line of credit
Family Advisory Services
We are prepared to assist you in the management of your financial affairs by helping you and your family meet the human challenges that wealth presents.
Global Real Estate Investment Opportunities (GRIO)
GRIO provides co-investment opportunities where we will partner with you in selected investments. With access to specialists in this area, we underwrite, negotiate and manage significant real estate portfolios.
- Off-balance sheet financing ("non-recourse")
- Balance sheet ("recourse")
- Conduit financing
- Floating and fixed rate alternatives
- Short-term bridge financing
For more information, please contact your Financial Advisor.