Private Client Solutions

Investment firms often require support and guidance in finding sophisticated and inventive solutions within the financial services arena for their clients. Due to the nature of high-net worth and ultra-high-net worth clients, it is essential that investment firms are able to offer them banking, investment services, wealth structuring, and transactional innovations in order to continue to secure their business.

High-Net Worth Individuals (HNWI) and Ultra-High-Net Worth Individuals (UHNWI) often require special attention when it comes to managing their affairs related to financial services. Matters can become complicated with HNWI and UHNWI since they often require more sophisticated tax planning, complex wealth holding and high-level banking arrangement.

Investment firms will commonly encounter prospective clients, or already have clients, that are considered “high-risk” under current global standards. This may be due to reasons such as the jurisdiction in which the client has generated wealth, the legal structure through which the client holds their assets, the type of business the client is engaged in, derogatory personal information published on the internet, unclear business practices, family background, political ties and so forth.