Private Wealth

Experience a next-generation investment platform designed to amplify your financial growth.

A fully comprehensive wealth management platform designed for UHNW and HNW clients, offering goals-based investing, sophisticated expert advice and white glove service.

  • Unlocking your access to institutional investments

    For MW clients, unlocked access to institutional investments means gaining entry to exclusive, high-return opportunities typically reserved for large institutions, offering superior growth and diversification.

  • Empowering you with technology

    MW improves visibility and transparency by equipping you with the world's leading platform for total net worth reporting and management

  • Delivering clarity through bespoke financial planning

    Complement the investment journey through the addition of specialists in areas like tax, legal, entity formation, and succession planning, often with institutional-grade solutions and strategies bespoke for UHNW clients.

Wealth management with personalized strategies and purpose-driven planning

  • We build bespoke portfolios

    • Custom solutions designed for you

  • We use a goals-based approach

    • Detailed planning that matters to you

  • We craft family wealth and legacy plans

    • Comprehensive estate planning assembled for you

  • We take a closer look

    • Clarity and transparency for all that belongs to you

  • We apply a hands-on approach

    • Our advisors work side by side with you

Total Net Worth Reporting: MW Tech Platform for a 100% View of Family Wealth

  • MW provides a transparent, hands-on, personalized experience of your family wealth data
  • Our Tech uses best-in-class cybersecurity protocols, data quality infrastructure, and boasts an exceptional user experience
  • Embedded, interactive digital vaults store, organize, track and protect all client data and documents
  • MW can analyze all aspects of wealth: net worth changes, performance, risks, liquidity, holdings, asset allocation, cash flows

News & Insights

Updates from Private Wealth

Our firm sets the gold standard in wealth management by delivering personalized strategies tailored to each client’s unique goals. With an unwavering commitment to excellence, we craft solutions that not only protect and grow wealth but also create lasting legacies.
Francois Schramek, CFAManaging Director, Financial AdvisorContact Us