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CPS Wealth Management


FINANCIAL SERVICES WITHOUT BORDERS

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CPS Wealth Management


FINANCIAL SERVICES WITHOUT BORDERS

Overview

Offering internationally focused, independent financial services to individuals and institutional investors.

Our highly experienced team specializes in bespoke financial planning and wealth management, carefully analyzing your goals and requirements to create fully integrated, tailored, financial solutions.  

With offices in Switzerland, Singapore and the United States, we provide unique access to financial products and investments across the globe.

 

Wealth Management  Ÿ-  Financial Planning  -  Direct Investments  -  Institutional Mandates  -  Family Office Services

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What We Do


Wealth Management for Global Families 

 

What We Do


Wealth Management for Global Families 

 

Our comprehensive suite of services includes:

Wealth Management for Americans Living Abroad

Wealth Management for International Families

Cross-Border Financial Planning

Investment Management

Family Office Services

Bespoke Mandates and Speciality Strategies

Multi-Custodian and Multi-Currency Accounts

Global Citizenship and Immigration Services

US Tax Planning and Compliance 

Direct Investments