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Banque Havilland S. A. is a privately owned bank established in Luxembourg in 2009. The Bank provides private banking, asset and wealth management, as well as institutional services to clients worldwide. As an independent bank, Banque Havilland offers exclusive and bespoke services with a focus on wealth preservation. The Bank is headquartered in Luxembourg and has its offices in London, Monaco, Liechtenstein, Dubai, Geneva and Zurich.
Hoxton Capital Management provides unparalleled personal financial advice to expatriate clients living globally. Hoxton Capital Management is a borderless, independent financial advisory consultancy, unrelenting in its commitment to safeguarding your financial future. Founded by UK qualified financial advisers, Hoxton Capital Management offers a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace. Investing with Hoxton Capital Management Hoxton Capital Management offers financial support across three stages: - Wealth Creation - Wealth Protection - Wealth Preservation Hoxton Capital Management provides unparalleled personal financial advice to expatriate clients living globally. Tailored Financial Service Offering Wealth Creation - Securing your future. - Thinking Ahead - Pension and Savings Plans - Property Investment - Competitive Solutions for Money Transfers - Investment Optimisation - Tax Efficient Growth Wealth Protection - Ensuring your family is always protected. - Life Insurance - Wills and Lasting Power of Attorney - Offshore Bank Accounts - Portfolio Review Wealth Preservation - Preserve for future generations. - Investment Reviews and Recommendations - Maximise Investment Returns CONTACT HOXTON MANAGEMENT CAPITAL TODAY TO FIND OUT HOW OUR TEAM OF HIGHLY QUALIFIED CONSULTANTS CAN HELP YOU. UK: 160 City Road, London EC1V 2NX, United Kingdom | T: +44 203 917 3757 UAE: 23rd Floor, Tamouh Tower, Reem Island, Abu Dhabi, UAE | T: +971 2 556 5237 For more information please visit our website: www.hoxtoncapital.com HOXTON Capital All Rights Reserved.
Florida Financial Advisors (FFA) is full-service comprehensive financial and wealth management firm with a keen focus on helping our clients realize their dreams. We understand how intimidating it can be to work with a large financial group, so we take a personalized approach and work together with you to navigate your financial strategy. We are a group of highly trained professionals committed to helping you achieve your needs and goals in life. FFA has designed unique ways to enhance your plans to grow your wealth, invest in your future and protect your family. The FFA Solution was created with “Floridian” as the centerpiece of financial success. We have customized our services to specifically fit the financial needs of Florida residents. Our FFA model was designed to help you maximize your largest opportunity to accumulate assets: your employer. From robust matching 401(k)s, to stock options to pensions (yes, many Florida employers still offer pensions, something not seen with many employers), we will explore all avenues to be sure you are getting the highest return from your employer benefits package. We offer: • Investment recommendations and ongoing management • Critiques of current financial planning strategies and investments • Analysis of insurance needs • Cash-flow expense planning • College funding strategies • Estate and survivorship planning • Income tax advice and preparation • Advice on tax-deferred retirement plans • Planning for retirement So whether you need guidance on financial planning, wealth management, insurance, investing, retirement, estate planning or wealth preservation – we are committed to help you navigate your financial options to ensure achievement of your financial goals. Contact : Email: [email protected] Phone: 617-275-6600
Professional Training and Coaching
New York, NY
TIGER 21 is a peer learning community that takes on topics that matter most to our Members. Fellow visionaries, entrepreneurs, investors, and executives from an array of industries comprise each Members’ personal peer Group. Our network of Members effectively serve as legacy planning partners who help each other improve their investment acumen, tackle common issues of wealth preservation, manage family-related challenges, understand estate planning options, and share ideas on philanthropic endeavors. TIGER 21 was founded in 1999 by an entrepreneur seeking objective advice regarding the management of his wealth following a major liquidity event. Michael W. Sonnenfeldt started TIGER 21 with a single Group of six entrepreneurs in New York City who had all just sold their businesses and felt challenged as to how to wisely preserve their wealth. As TIGER 21 evolved, it became clear that issues of relevance, legacy, family, philanthropy, and what to do next weighed heavily on their minds. They found that sharing and learning from each other helped them to navigate the issues that accompanied their success. Obtaining wealth is hard, preserving wealth is harder. If you want to be a successful steward of your wealth and develop a path for a life well lived for you and your family, consider joining us.
J.D. Mellberg Financial specializes in safe financial retirement planning and wealth preservation. As an independent financial advisory firm, we are dedicated to personalized service with uncompromising integrity and affordability. Our focus is on comprehensive plans that provide sound preservation of capital with income growth, are tax advantaged, and produce higher returns with minimal risk. Our mission is to help our clients achieve a financially secure and enjoyable retirement. For the fourth year running, J.D. Mellberg Financial made an appearance on Inc. magazine's 500|5000, an exclusive ranking of the fastest growing private companies in the country. On the 2014 list, J.D. Mellberg Financial was ranked 1,170 overall, 73 in the U.S. financial services industry and 24 in the state of Arizona.
Since 1986, when London & Capital was founded, a lot has happened. From historical events to market crashes, over this period London & Capital has not only withstood the test of time, but has prospered. This is a result of relentless focus on wealth preservation, continuous adaption to market and regulatory change and delivering when it matters most. We are independently-owned and have $4.4 billion of assets under management*, with offices in London and Barbados. We specialise in creating bespoke investment solutions centred around our clients' objectives and life goals. Our investment teams create tailor-made portfolios designed to perform when it matters most. It's a highly sophisticated process driven by multi-asset investing, open architecture and an obsession to preserve our clients’ wealth. *as at Q1 2021 The value of investments and any income from them can fall as well as rise and neither is guaranteed. Investors may not get back the capital they invested. Past performance is not indicative of future performance. The material is provided for informational purposes only. No news or research item is a personal recommendation to trade. Nothing contained herein constitutes investment, legal, tax or other advice. Copyright © London and Capital Asset Management Limited. London and Capital Asset Management Limited is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 143286. Registered in England and Wales, Company Number 02112588. London and Capital Wealth Advisers Limited is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.
Sydney CBD, New South Wales
Fitzpatricks Private Wealth is a privately-owned, national advisory firm specialising in wealth preservation, estate planning and investment management for successful Australian’s, both their businesses and families. Our aim is to help you become ‘financially well organised’ by creating and project managing your life plan. We do this with a 10 - 3 - NOW Year Plan that focusses on the life you truly desire to enjoy, the legacy you want to leave and a realistic map to get there. Founded in 1987 by Scott Fitzpatrick and business partner John Woodley, the firm is an early pioneer of client-centric financial advice focused on quality of life as well as quality investments. Over time, other financial planners approached Fitzpatricks, attracted by the integrity of the business model, and we evolved into a national firm with over 100 like-minded and heart-centred financial advisers. To sustain these company values and the quality of our unique service, we accept new advisory partners and investment managers by invitation only. EXPERTISE WHEN YOU NEED IT - Business succession - Cash flow analysis - Debt structuring - Estate planning - Family board guidance - Investment management - Retirement planning - Risk management - Superannuation - Asset protection For inquiries visit www.fitz.com.au Follow us on Twitter @FitzWealth Fitzpatricks Private Wealth Pty Ltd (ABN 33 093 667 595) AFSL No 247429. This information is general information only. You should consider the appropriateness of this information with regards to your objectives, financial situation, and needs.
Furley Page Solicitors is a leading, regional South East law firm with offices in Canterbury, Whitstable and Chatham. We work with regional, national and international businesses and organisations, in both the public, private and not-for-profit sectors. We are recognised for our legal expertise by Chambers UK, Chambers HNW and The Legal 500. We provide legal services to businesses and organisations on matters relating to Corporate and Commercial Law, Intellectual Property, Dispute Resolution, Employment Law, Real Estate, Property Disputes, Insolvency and Debt Recovery. Our specialist sectors include: Agriculture and Rural Business, Automotive, Charities and Not-for-Profit, Education, Food and Drink, Health Care, Dental, Hospitality and Leisure and Manufacturing and Distribution. We provide legal services to individuals and their families including Wills and Succession Planning, Tax and Wealth Preservation, Elderly and Vulnerable client services, Residential and French Property, Family Law, Personal Injury & Bankruptcy. One of our Partners is a Deputy to the Court of Protection. Two members of our Family Law team are Collaborative Lawyers. Our Residential Property team is an accredited member of the Law Society's Conveyancing Quality Scheme. Contact us to find out how we can help you.
AlRajhi United founded in 2010, is an investment firm owned by a subset of Alrajhi family. The shareholders of the company hail from AlRajhi family that pioneered and established one of the first and largest Islamic banks in the world – AlRajhi Bank. Our mission is to invest prudently, maximize value for our shareholders, team, partners, and society. We empower a skillful and accountable investment team aiming to establish long lasting partnerships, focusing on diversification and wealth preservation, and adopting an entrepreneurship spirit. We strive to become the leading proactive investment firm in the region while maintaining the highest level of ethical standards inspired by the Islamic values. AlRajhi United Invests in public equities, private equity and real estate in Saudi Arabia and international markets. Investments are managed from our headquarters in Riyadh with support from our regional and international offices.