Sleep well - safe in the knowledge that every facet of your financial life is covered.
Having a life that spans countries, currencies and tax regimes can become quite a daunting and intense experience. At MASECO we understand this better than most and as such, through working with us, we help minimise these concerns. We do this through getting to know you in a real way - how you think, how you work, and how you want your assets to help you live your life in the most enriching way. It means creating a plan to free you from worrying about the ups and downs of the market, so you can focus on what really matters.
Discovery - An altogether different approach, right from the start.
From day one, you'll see that working with MASECO is different. With most Wealth Managers, the discovery process often begins and ends with numbers. At MASECO, our first priority is to listen to you and your family. We take the time to understand your unique situation - your opportunities, your challenges and your hopes and dreams for the future.
The value we bring to our clients goes beyond choosing and managing investments. We look into every aspect of your financial picture through the prism of tax - from trusts to insurance, from estates to tax liabilities and more. We study all forms of risk in your portfolio - those risks that go beyond traditional risks such as global tax and currency risk - and then help you discover more ways to make the most of your money and your life.
Wealth Analysis, from understanding to action.
Once we know where you stand and where you want to go, we get to work. We use our expertise and experience of advising US and global families coupled with decades of peer-reviewed investment research to craft specific recommendations to help you find a suitable way forward.
Every financial choice impacts the bigger picture; we work alongside you to help you make sensible, robust and logical long-term decisions.
Net Promoter Score - Measuring Client Satisfaction
At MASECO, doing what is right for our clients means assembling a team with common values and high emotional intelligence that lives and breathes the science of investing and intricacies of global wealth planning.
A team that combines years of experience and exposure to economic ups and downs with today's technology to optimise our ability to achieve your most important goals. A team that leverages our expert network of industry practitioners to help deliver on your goals, whatever they may be.