[email protected] ◆ Open a USD account online — approval within 48 hours Learn more 13 Washington Square S, New York, NY 10012

Services

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Full spectrum

Everything Offshore Wealth Requires

Engage a single practice or the full stack. Every mandate begins with a fixed-scope proposal — no open-ended billing.

Wealth Management

USD portfolios across deposits, bonds and managed funds — constructed around your horizon and rebalanced quarterly.

Corporate Banking

Multi-currency business accounts, cross-border collections and trade facilities with same-day settlement options.

Risk & Compliance

KYC/AML structuring, audit preparation and regulator-ready documentation for every account you hold.

Investment Advisory

Independent research and allocation guidance — we take no retrocessions, so advice stays aligned with you.

Concise Audits

A fixed-fee review of holdings, flows and exposures with costed actions — findings in ten working days.

Payments & FX

40+ currencies at institutional spreads, scheduled transfers and hedging for recurring exposures.

How it works

From First Call To Funded Account

01

Discovery Call

A 30-minute conversation about your goals, jurisdictions and timelines. No obligation, no jargon.

02

Fixed Proposal

Scope, fee and timeline in writing within three working days. You approve before anything starts.

03

Onboarding & KYC

Guided document collection and verification — most private accounts clear within 48 hours.

04

Funding & Structure

Accounts opened, signatories set, and your portfolio or payment rails configured to plan.

05

Ongoing Desk

A named advisor plus 24/7 client desk for transfers, reporting and annual reviews.

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Start Step 01

Book your discovery call today — contact us.

Questions

Frequently Asked

Straight answers to the questions every prospective client asks. Anything else — call the desk.

Individuals and companies from most jurisdictions. We review each application for KYC/AML eligibility during the discovery call — if we cannot serve you compliantly, we will tell you plainly and suggest alternatives.

Private USD accounts typically clear within 48 hours of complete documentation. Corporate structures with multiple signatories usually take five to ten working days.

Every mandate is fixed-fee and agreed in writing before work begins. Audits start at a flat rate; advisory is quoted by scope. There are no hidden charges or retrocessions.

Yes. Client data sits under bank-grade custody, is collected minimally, and is never sold. We disclose information only where the law compels us — and we will tell you when that happens.

Not necessarily. Many clients keep domestic arrangements and use us for the offshore layer — USD holdings, cross-border payments and independent oversight.

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