We offer the following family office services, among others:
Full Family Governance
Estate & Insurance Planning & Coordination
Real Estate Transactions & Management
Full Concierge Services
We know that your family is unique and so is our approach to providing the right solution to you. Our team understands that as the complexity of a family’s circumstances increases, family support services and management of affairs become more important, and our approach to planning and execution will offer solutions to meet your family’s needs.
Our team has significant experience with complex family affairs that cross the lines between estate planning, investments and insurance. We are there when a client needs to navigate unexpected financial events, both positive and negative, while proactively anticipating what lies ahead so families don’t have to shoulder this burden.
Your Most Trusted Advisor
Our goal is to be your most trusted advisor. We believe a family office should perform services tailored to the specific needs of a family – proactively anticipating what lies ahead so a client doesn’t have to shoulder this burden. The family office might assume the day-to-day administration and management of a family’s affairs, and often extends beyond traditional wealth management functions to include family governance, full concierge services and specialty asset advisory such as real estate, art and precious stones. We acknowledge that as the complexity of a family’s circumstances increases, family support services or “lifestyle management” becomes more important, and our professionals will work with a client to determine the right solution to meet their family’s needs.
What makes us move forward
Our core values are client focus, excellence, integrity, privacy, innovation, long-term perspective and an entrepreneurial spirit.
Our business principles are client interests always come first, objectivity and transparency, best-in-class quality standards and teamwork.
Our Focus is on enhancing client capital.
Contact The Deltec Investment Advisory Team
We work hard to understand your goals, preferences and expectations, and allow you to customize the type of relationship you wish to have with us.
Providing Financial Services Globally for more than 70 Years.
Deltec Bank & Trust is a financial services institution serving the unique needs of global private, corporate and institutional clientele. It is the flagship company of Deltec International Group, a diversified independent financial services group, providing a range of private banking and fiduciary expertise.