150 South Warner Rd
King of Prussia,
Thanks to our personalized approach to one’s finances, our clients enjoy the experience of a dedicated private management boutique, together with the resources of the many investment, insurance, and financial institutions we work with via our open platform and brokerage unit. To our clients, we are at the heart of a key-range of actors both in the United States and abroad with whom we have privileged relationships: accountants, lawyers, real estate and relocation professionals, as well as retirement and benefit specialists, among others. We work hand in hand with them for the common benefit of our clients.
Our professionals come from a diverse set of cultural, professional and educational backgrounds, and can find professional answers to the most complex questions, taking into account your international situation while going beyond pure financial matters.