Juan Pablo Villamarin on Alternative & Private Investment Offerings (Video)Read More
Juan Pablo Villamarin on Alternative & Private Investment Offerings (Video)
All great boutiques throughout the world have one thing in common: an unerring attention to detail and commitment to service. This is more than a business model, it’s a way of thinking steeped in tradition. It’s our tradition, too.
Since our inception over 35 years ago, our founders and top management have been actively involved in managing our customers’ financial affairs, ensuring that skilled, focused financial craftsmanship creates a superlative customer experience. In addition to our bespoke investment advice and financial planning, you can benefit from our exposure to alternative asset classes. We know you’re busy, so we can also assume the burden of managing your family’s administrative affairs through our Concierge Services. The “boutique” quality of our service and customers relationships has afforded us the honor of serving our customers, their children and their grandchildren.
We are not interested in booking transactions nor becoming a sole product provider. It has always been our core belief that this is accomplished by way of establishing a transparent open architecture model with no proprietary products.
Our approach to financial planning is grounded on behavioral finance, a balance of cognitive theory and conventional economics that provides insight about how people make financial decisions. It reveals that such decisions are usually emotional, rather than rational. We help you understand your feelings about your wealth and clarify your dreams and aspirations.
We begin by discussing big picture goals and then drilling down to the nitty-gritty numbers. The result is a customized financial plan informed by thinking, as well as feeling.
Insurance can reduce risk, enhance wealth and support your philanthropic endeavors. Insurance helps protect your family and your assets from loss. It enables you to transfer risk of financial loss to the insurance carrier. Insurance is an asset class and should be considered an integral part of your financial strategy.
Think of insurance as a protective moat around your “financial castle,” preventing unexpected events from affecting your plans or reducing the value of your assets. And life insurance is the “Swiss Army knife” of estate and tax planning and philanthropic legacies — it’s that varied and useful.
Because yields and valuations in fixed income and equity attract investment opportunities overseas during varying market cycles. Our in-house global culture and diversity allow us to capitalize on our strengths for your benefit. Portfolios with weightings in international asset classes may, over time, reduce volatility and/or possibly enhance portfolio returns. Portfolio managers in less international corporate cultures often adhere to a domestic bias that naturally reflects their home turf and narrows their field of vision.
Yes, we have built excellent long-term relationships with a number of institutional investors. Non-profits, endowments and foundations are among the entities we help to address complex investment challenges in a constantly changing environment.
We gain a clear understanding of the organization’s ultimate goals and never assume that those goals are the same as comparable entities. We focus diligently on the organization’s fund raising needs and collaborate with them to initiate opportunities and events designed to reach potential donors. We help them define their investment policy and establish processes to adjust the policy when and if needed.
Intercontinental’s value proposition for institutions is the same one that benefits our individual customers — we place the objectives of our customers first and employ all our resources to maximize our customers’ financial success.
Beyond the familiar world of stocks and bonds is a universe of alternative investment vehicles that you should examine. These include venture capital, private equity, hedge funds, real estate investment trusts, commodities as well as tangible assets such as precious metals, rare coins, wine and art.
Sound portfolio management may call for diversification into an alternative investment for better balance —if one asset class underperforms during a certain time period, then the other may perform better. University endowments and astute individuals are including alternative investments as part of their strategy to increase returns and/or mitigate risk.
The recent wave of tax treaties involving the automatic exchange of information under FATCA and the OECD regulatory requirements, remain a priority for world governments. Customers can face punitive damages that can severely impact their well-being if found non-compliant. This heightened state of tax and regulatory requirements sweeping the industry require that our customers navigate these complexities successfully. We work closely with international tax specialists and private investment company providers to adapt to this rapidly changing environment. Foreign nationals may employ the use of foundations, trusts and insurance vehicles for the purpose of tax preparation in addition to estate planning, discretion and asset protection. If structured properly, these entities can be used as legal tax deferment strategies and minimize the reporting of overseas assets in your home country.
An extra level of service you might not expect from your wealth advisors.
We can take care of scheduling a difficult doctor’s appointment, find the right people to manage and maintain your properties anywhere in the world, provide expert advice about your art collection or help you sell the corporate jet. Everything is within our scope. We’ll make sure your needs are taken care of so you can focus on what is important to you.