Who We Are
We are an independent consulting firm specializing in advising individuals, families, and financial institutions. Our services are tailored to each client’s specific needs and include wealth advisory, estate planning, and personalized financial strategies. Our financial solutions encompass fund selection, asset allocation, portfolio construction, strategic structuring, as well as ongoing monitoring and comprehensive reporting.
The independence of our thinking applies not only to our investment strategies but also to the way we have built our team. Our professionals and strategic partners focus solely on addressing the needs of each of our clients. We believe that this novel approach sets us apart and is the key to succesfully creating value for our clients in the long term.
Explore our services
Risk Management
Offshore Banking
Venture Capital
Financial Planning
Banking IT/ Systems Development
Traditional Banking
Checking & Savings Accounts
Long term investments
Credit and Debit Cards
Private Cards
International Wire Transfers
Mergers and acquisitions
Multi-currency Account
Citizens investment program for Saint Lucia
Wealth Management
Private Banking
Investment management
Trust & estate planning
Portfolio Consolidation
Private Equity Financing
Fixed Income
Securities
Mutual Funds
Hedge Funds
Insurance policies
Cash managements
Stay Ahead With Expert Knowledge
We commit our expert talent and over 25 years of expertise in the wealth management and financial services industry.
Our Clients Testimonials
We believe every client is a valuable, long-term partner.
The Perfect Customer Experience
"Michelle helped me build generational wealth"
Lucas
"We've accelerated our banking process with Michelle saving us months and costly processes"
Adam
"If you are looking for a personal wealth manager, Michelle is the one you are looking forward to work with"
Steve