WEALTH ADVISORY
Celtic Capital: Global Wealth Advisory Services with a Network of Trusted Correspondents
At Celtic Capital, we provide a comprehensive suite of wealth advisory services, ensuring that our clients receive the highest level of expertise and solutions tailored to their unique needs.
What sets us apart is our global network of trusted correspondents. Rather than attempting to cover all aspects of wealth advisory internally, we identify and collaborate with the best service providers worldwide to ensure our clients receive top-tier solutions in every area. Our role is to strategically coordinate these expert partners, guaranteeing a seamless and premium experience.
Our Core Wealth Advisory Services
1. Investment Management
Portfolio Management – Customized investment strategies tailored to clients’ financial objectives.
Alternative Investments – Access to private equity, hedge funds, and real estate through our network of specialist investment firms.
2. Financial Planning
Retirement Planning – Long-term financial strategies to secure financial independence.
Education Funding – Structuring and funding educational expenses efficiently.
3. Estate and Trust Services
Estate Planning – Structuring and optimizing asset distribution for long-term wealth preservation.
Trust Administration – Partnering with premier trust companies for seamless management.
4. Tax Advisory
Tax Planning – Global tax optimization strategies in collaboration with top tax specialists.
Compliance Services – Ensuring full regulatory compliance in every jurisdiction.
5. Family Office Services
Philanthropic Advisory – Assisting with charitable giving and foundation structuring through dedicated philanthropy experts.
Lifestyle Management – Access to bespoke concierge services and private lifestyle management.
6. Risk Management and Insurance
Insurance Solutions – Partnering with leading insurance firms to protect wealth and assets.
Risk Assessment – Identifying financial risks and implementing mitigation strategies.
7. Business Advisory
Succession Planning – Ensuring smooth business transitions with the best global consultants.
Corporate Finance – Identifying M&A and capital-raising opportunities through our financial network.
8. Specialized Services
ESG Investing – Aligning investments with sustainability principles through ESG-certified asset managers.
Global Custody Services – Ensuring the safekeeping of assets in multiple jurisdictions with trusted custodians.
Our Value Proposition: Selecting the Best for Our Clients
At Celtic Capital, we do not simply offer services—we curate the best global expertise to ensure that every client receives unparalleled solutions. Our modular and flexible approach means that we identify the best-suited correspondents for each specific requirement, ensuring:
✅ Tailored solutions with industry-leading experts
✅ A global network of trusted professionals
✅ Premium, independent, and unbiased advice
✅ Seamless coordination for a stress-free experience
By leveraging our network of international specialists, we guarantee that our clients receive not just service—but the best service possible, delivered by the right experts in the right place.
For more information on how Celtic Capital can support your wealth management needs, contact us.