wealth manager

Valuefy is a premier digital wealth management technology company serving the leading financial institutions in UK and across the world. Valuefy company focuses on clients such as asset and fund managers, wealth managers, and private banks, providing them with a digital platform that features accounting, consolidated reporting, CRM, portfolio and risk management, and other solutions including executing performance analytics, benchmarking complex model portfolios, comparing advisors, and managing rule-based investment mandates.

Fischer Investment Strategies offers wide range monitoring as well as financial preparation services for a wide range of customers, including people, families, and also small companies in southerly California as well as throughout the U.S. from our office in Westlake Village. As fee-only, fiduciaries we do not accept any charges or compensation based upon item sales (compensations). Our charge is completely transparent and billed straight to the client either on a per hour basis, flat fee or on a portion of investment properties under administration. Our goal for every single client is straightforward: to offer the greatest expected price of return, with the least amount of risk based upon the customer's scenario, making use of a low-cost, globally-diversified and also tax-efficient portfolio.

Founded in 1988, our industry leading law firm provides sophisticated cross border and domestic tax, estate planning, immigration and real estate legal services to high net-worth individuals. With offices in Montreal, Toronto, Calgary, Vancouver, Florida, Arizona and California we are located to service all Canadians who wish to enjoy a cross-border lifestyle. We work together with investment advisors, accountants, attorneys, wealth managers and other professionals to develop and implement the best possible tax and estate plan for the client. Cross-border issues require legal expertise from both sides of the border. This would typically require the involvement of two law firms. At Altro LLP, we have both Canadian and US attorneys and notaries on our team to best guide you and implement an appropriate plan in accordance with the laws of the relevant jurisdictions. With 30 years of experience, the team at Altro LLP is consistently delivering a very high level of legal expertise, knowledg

Founded in 1988, our industry leading law firm provides sophisticated cross border and domestic tax, estate planning, immigration and real estate legal services to high net-worth individuals. With offices in Montreal, Toronto, Calgary, Vancouver, Florida, Arizona and California we are located to service all Canadians who wish to enjoy a cross-border lifestyle. We work together with investment advisors, accountants, attorneys, wealth managers and other professionals to develop and implement the best possible tax and estate plan for the client. Cross-border issues require legal expertise from both sides of the border. This would typically require the involvement of two law firms. At Altro LLP, we have both Canadian and US attorneys and notaries on our team to best guide you and implement an appropriate plan in accordance with the laws of the relevant jurisdictions. With 30 years of experience, the team at Altro LLP is consistently delivering a very high level of legal expertise, knowledg