You're a Good Fit If...
Wealth
- You have at net worth of at least $1m, and $250k of liquid assets
- You have assets in more than one jurisdiction
Geography
- Currently (or intending to be) based in Vietnam, or Thailand
- International background
Profession
- Current or former executive, senior leader, or successful entrepreneur
- Values professional expertise and long-term relationships
Situation
- Seeking advisory relationship, not product sales
- Values professional expertise and long-term relationships
Who We Don't Serve
Wealth
- Under $1m net worth
- Single-jurisdiction wealth, with no cross-border concerns
Approach
- Looking only for product recommendations
- Prefer a DIY approach to wealth management
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