Our Committment
Our team members are always available to our clients, as we stake our reputation every day on our responsiveness, trustworthiness and integrity.
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Protection and preservation
Who we are
We are an independent wealth management firm, working with international high-net-worth individuals and multigenerational families whose sophisticated financial needs require our expertise, loyalty and ability to be discrete.
Our primary focus is on clients in Latin America, as well as Europe and the U.S. We offer objective advice and effective solutions for managing the complex financial challenges of protecting, preserving and growing wealth across borders.
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capabilities & care
Distinctive Service
We are fluent in English and Spanish and place a particular emphasis on our ability to address all our clients’ financial needs. From specific personal banking issues to broader concerns, such as establishing offshore investment portfolios, we are dedicated to resolving the financial challenges that impact your life.
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Our advisory team has more than 90 years of combined experience, serving discerning international clients. We are Registered Representatives of Sanctuary Securities Inc. (Member FINRA, SIPC) and Investment Advisor Representatives of Sanctuary Advisors, LLC, an SEC Registered Investment Adviser. Azimut, the global asset and wealth manager, has held a majority stake in Sanctuary Wealth Group since February 2021.
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Experienced Wealth Advisors
Premier Partners
We partner with key resource partners to deliver best-in-class products and services, including Bank of New York Mellon | Pershing – our preferred custodian to safeguard our clients' assets. Bank of New York is an industry leader with more than $46 trillion in assets under custody and/or administration.
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We proactively anticipate your needs to provide best-in-class service.
If you are interested in developing a long-term relationship with an experienced team of highly ethical advisors, we invite you to contact us today. We would be honored to assist you in simplifying and solving all of your financial needs.
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