Our Clients: Tailored Wealth Solutions for a Global Life
At Alden Graff, we empower expartriates, retireees, business owners, and professionals from around the world with bespoke investment strategies tailored to their unique financial goals. Our hypothetical composite client profiles below showcase how we address the distinct needs of our diverse clientele, ensuring wealth preservation, growth, and seamless cross-border planning.
David, Expatriate Executive in Singapore
David, a 38-year-old British marketing director in Singapore on a five-year assignment, needed to manage multi-jurisdictional tax obligations and currency risks from bonuses and stock options. We designed a diversified, portable portfolio of global equities and fixed income with currency-hedging to stabilize SGD-GBP fluctuations. An offshore trust optimized his tax position, compliant with UK and Singapore regulations. Regular reviews and our relocation network ensure flexibility for potential repatriation, securing David’s wealth across borders.
Amir, Entrepreneur in Dubai
Amir, a 45-year-old UAE-based tech entrepreneur, faced concentration risk from wealth tied to his startup. To support business expansion and diversification, we crafted a portfolio blending private equity and conservative growth stocks, reducing volatility while pursuing global opportunities. Tax-efficient structures, compliant with UAE and international regulations, preserved his wealth. Estate planning ensured seamless wealth transfer for his family, aligning Amir’s entrepreneurial vision with a secure financial future.
Sophie, Retired Executive in Monaco
Sophie, a 68-year-old retired French executive in Monaco, sought to preserve wealth and generate income for an active retirement. We structured an offshore portfolio of dividend-paying equities and bonds, incorporating ESG-aligned investments to reflect her values. Coordination with tax specialists optimized her French and Monégasque obligations, while estate planning secured her legacy. Sophie enjoys steady income and peace of mind with regular portfolio rebalancing.
Hao (Jason), Expatriate Family in Hong Kong
Jason, a 52-year-old Chinese financial analyst in Hong Kong, faced complex tax and education funding needs for his family. We built a globally diversified portfolio with liquid asset to support potential relocations, using tax-advantaged accounts to minimize Chinese and Hong Kong tax liabilities. A dedicated education savings plan secures his children’s future, while international healthcare expertise addressed family needs. Jason’s strategy ensures flexibility and growth for a dynamic global life.
Your Global Partner
These profiles highlight our commitment to personalized, compliant, and forward-thinking wealth management. Whether you’re an expatriate in Asia, a retiree in Europe, or an entrepreneur in the Middle East, Alden Graff Capital delivers strategies to secure your financial future. Let us craft a plan for your global ambitions.
Disclamer: These profiles are hypothetical composites for illustrative purposes only and do not represent actual clients or guarantee specific outcomes.