We develop and implement tax efficient investment and global wealth strategies for families, trusts and foundations based in the UK, America or abroad. Our aim is to deliver peace of mind through expert advice designed to simplify and tackle the complexities associated with complex cross-border wealth management.
Our partners and wealth advisers devise strategies customised to your specific needs. We invest globally and arrange for the custody of client assets with the most reputable firms across various jurisdictions, including the US, UK, Switzerland and Singapore, to optimize portfolios from a tax, currency, cost and investment perspective.
At MASECO Private Wealth we passionately believe we can have a social impact on the world, by helping you to invest in a manner that is consistent with your principles and values. This is known as sustainable or impact investing. Your wealth adviser will guide you through our BlendedValuesFramework™ when you meet.
We optimize these strategies where appropriate, we will collaborate with advisers and other professionals who work with US and non-domiciled clients in need of cross-border advice and wealth management services. You can find out more below.