As an independent asset manager in the cross-border business, we know how tricky the due diligence can be on finding the right financial partner for you. While we are very open to scheduling phone calls or Zoom meetings, nothing beats a personal meeting.
Therefore, it is a high priority for us to be in the U.S. as often as we can to meet with clients and interested parties. Please find below our current travel plans (subject to change). If you would like to meet us in person for a complimentary consultation please send us an email with the date and the city to: firstname.lastname@example.org or complete the form at the end of the page.
February 4 - 8, 2022: Las Vegas, NV
February 9 - 12, 2022: Orange County, CA
March 22 - 24, 2022: New York City, NY
May 17 - 20, 2022: Miami, FL
May 21 - 25, 2022: Atlanta, GA
May 26 - 29, 2022: Austin, TX
September 10 - 15, 2022: Miami, FL
September 15 - 19, 2022: Teton Village, WY