Portfolios designed for lives that cross borders.
Independent, globally diversified mandates with full fee transparency — built around your home country, your tax status, and where life takes you next.
Security and trust, by design.
We operate under the regulatory roof of Finanz Admin, a tier-one Austrian advisory group with over €21 billion in assets under management. Your portfolio is held at established, highly secure Austrian brokers — keeping Austrian tax (KESt) straightforward and automatic.
We invest exclusively in white funds (registered for Austrian tax reporting) — never black funds, which trigger punitive taxation. Each mandate is structured around your country of residence, tax status, currency exposure and time horizon.
Considered. Sequenced. Transparent.
Discovery
We map your assets, liabilities, family situation and goals across every jurisdiction.
Strategy
A written investment policy: target allocation, risk budget, tax structure, fees — fully transparent.
Stewardship
Implementation, biyearly client reviews, annual rebalancing, and a senior advisor on call.
Common questions.
Let's start with a conversation.
30 minutes with a senior advisor. We'll tell you honestly whether we can help.