international
OUR INTERNATIONAL CONNECTIVITY
We aspire to be the best independent wealth management firm in America. Integral to that mission are the values we hold. They guide our work, upholding a reputation we are proud to own and a workplace we can envision ourselves in for years to come.
Everything we do, across all departments, is touched by the things we value.
OUR DIFFERENCE
As part of Americana Partners, our International team improves financial planning services and investment management by connecting individuals in the Latin American market with our esteemed American client network. Through strategic introductions within our personal and professional circles, our goal is to create opportunities for mutual benefit, free of the constraints of a large corporate structure and partner with well-known industry experts.
By facilitating connections between clients and influential figures, we empower our Latin American clients to access resources and expertise from across borders, helping them navigate international wealth management with confidence and success.
AMERICANA INTERNATIONAL
SERVICES AND SOLUTIONS
- Intergeneration Wealth Transfer
- Philanthropic donations
- Comprehensive Wealth Planning
- Pre-Liquidity Planning
- Retirement & Pension Plans
- Business Services Planning
- Investment Management
- Access to Alternative Investment
- Guidance on Entity Structural Decisions
- Wealth Transfer & Philanthropy
- Proprietary Investment Opportunities
- Manager Selection
- Risk Management
- Hedging Strategies
- Lifestyle Advisory
- Sustainable & Responsible Investing
- Family Governance & NextGen Wealth Education