OUR VALUES
Our clients are placed at the center of our comprehensive design process
providing simple, straightforward solutions to complex, cross-border challenges.
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Independent
PILOTAGE is team owned and we pride ourselves on having an exclusively client fee-based business model. As a result, we are truly independent. Our independence makes us robust, innovative, and guarantees you conflict-free, clear-headed investment advice.
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Bespoke
We place you at the center of the planning process, in control, building an investment strategy around you and your unique circumstances. We spend time getting to know your goals, values, ambitions and constraints: we do not try to fit you to an existing mold or standardized solution.
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Acumen
The PILOTAGE team is comprised of individuals facing the same challenges as our clients. We are multi-nationals, with U.S. interests and exposures. Our professional and personal backgrounds give us a specialized understanding of the increasingly complex U.S. cross-border, regulatory and tax frameworks that impact your wealth creation and preservation.
Private Wealth
Protect, Enhance & Transition wealth for successful International and US families navigating through life and global events.