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What Services do International Wealth Management Firms Offer for High-net-worth Clients?

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International wealth management firms offer a range of services depending on their specific business model. These services generally fall into four key categories:

Private Banks: These firms typically focus on wealth planning, lending, investment management, and estate planning, often utilizing their global offices for advisory services.

Independent Wealth Managers: They focus on discretionary asset management, financial planning, and tax optimization, frequently partnering with custodians to provide multi-currency exposure.

Multi-Family Offices: These provide comprehensive services for ultra-high-net-worth families, including holistic wealth management, concierge services, governance, and philanthropic support.

Boutique Capital Advisors: These firms provide specialized, transaction-oriented services such as M&A advisory, capital raising, due diligence, and strategic documentation, often leveraging extensive institutional investor networks to facilitate complex deals.

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