Legacy Transfer Products

Strong global partnerships are central to achieving our mission

A strong partner provides expertise and support when you need it most. With the ever-changing landscape of investments, the need for a strong, experienced partner has never been greater. Through our network of experienced global partners, we can offer wealth solutions that combine both investment strategies for wealth advancement and legacy transfer solutions to high-net-worth global investors.

World Class Investment Options
Investment Options

Portfolio Reporting

Invesco Investment Solutions
Strategic Model Portfolios

Fiduchi Trustees Limited

IFX Payments agency banking license by Barclays Bank
Banking Services

Kane LPI Solutions

International Financial Center

Gain powerful diversification opportunities from best-in-class investment managers with the ability to reallocate your portfolio as your circumstances and goals change while having access to liquidity