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For Advisors

Asset Protection

An Experienced Custodian
How can you feel confident that your clients’ assets are protected? Start by making sure that the assets are placed with an experienced and financially strong custodian.

  • Pioneered the asset protection business in Europea and Latin America almost 20 years ago.
  • We closely manage our asset protection and wealth preservation services with appropriate adjustments to the client´s plans.

We know that serving your clients is your highest priority—and that one of your biggest concerns is the security of your clients’ assets and financial data. We share this concern, and we take the need to protect assets and information that you have entrusted to us very seriously.

Privacy Policy
Is committed to protecting client privacy and safeguarding information. We do not sell your clients’ personal information under any circumstances. While other firms may share client information with third parties, including affiliates and joint marketing partners,  has an internal privacy policy that ensures that your clients’ personal information is never shared with third parties except for servicing accounts or in very limited circumstances as required by law.

Business Continuity Plan in Cases of Emergency
In order to provide for continued client service in the event of power outages, natural disasters or other unexpected events, the Business Continuity Program was created according to the highest requirements. Plan components are reviewed and updated to account for changes in areas such as personnel, business processes and technology, as well as for strategy updates. While no contingency plan can eliminate all risk of service interruption, we continually assess and update our plans in our pursuit to mitigate all reasonable risk.

Data Security Assistance
Provide assistance focused on sound data security practices. Your relationship manager can provide you with additional information.

Your Next Step
For more information about our protective measures and how we can support you further in serving your clients, please contact us.