We are an independently owned and operated wealth management firm. We provide comprehensive financial planning and investment solutions for global families, successful business owners, and service professionals. How we work. We charge no commissions or fees for the use of proprietary products. We hold a fiduciary standard, which means that we are legally bound to do what is in our clients’ best interest. Our only compensation is tied to the success of our clients. Our international focus. Our staff is fluent in multiple languages and has extensive experience working on multiple continents. We work together with our clients’ legal, tax specialists or with our own external team of international advisors to assist foreign nationals interested in investing in the US.