Agile Private Client Services Delivering Unique Wealth and Lifestyle Solutions.
Innovative, constructive, proactive, obtainable & sustainable.–
High net-worth families who trust integrity, transparency and expertise trust XCM Private Client Services. Why?
Your most significant pain point is time – a substantial lack of it. It puts seemingly inescapable pressure on family wealth strategies, frequently missing crucial details and opportunities that result in undesirable long-term consequences.
Not with the XCM team in your corner! We simplify the most complex monetary and non-monetary asset situations quickly and seamlessly. Our professional concierge attention to things like your charitable foundation, luxury asset management, multi-generational estate structuring, special events and establishing the perfect balance of our corporate and fund services to suit your needs is second to none.
AI-Enhanced Technology
Our security-centric, state-of-the-art systems guarantee unsurpassed reporting, compliance and accounting management accuracy and transparency.
Sustainability Solutions
Our dedicated environmental, social and governance (ESG) services uplift our clients’ efforts to appraise assets and make sustainable investment decisions – the essence of the growing demand for responsible practices in this critical arena.
Unparalleled Customization
Investment parameters vary considerably from client to client. As a result, there’s no substitute for the professional customization standards we successfully apply to meet every project’s unique goals. Our versatility and adaptability will deliver the results you expect and deserve.
Formation and Setup - Compliance and Regulation - Strategic
CORPORATE SERVICES and Administration
The XCM Private Client Services Advantage
We provide Security, Sustainability and Success (the three Ss) by protecting and nurturing your private capital vested in real estate, regulated financial markets, alternative assets and non-financial assets across numerous jurisdictions and generations.
Our independence (from banks, lawyers and auditors), experience and objectivity guarantee you frank, straightforward and unbiased evaluations – the foundation of our customizable wealth administration services. Always with your priorities upfront, our approach dissolves potential conflicts of interest, exceeds private client industry standards and competently addresses every regulatory challenge.
Specialized addendum services supplement our mainstream corporate and fund services with resilience and versatility to conquer every unique private capital challenge, delivering a complete solution.
In a one-stop private client service, we provide project logistics and fulfillment from end to end, not just sections of it. Unsurpassed planning and execution support are in our DNA, maintaining the highest standards of reporting, investment monitoring, tax optimization, estate planning, administration and compliance to meet unique client needs.
Private client services thrive within the XCM culture where professionalism and confidentiality come first. As a result, this division has grown to be a vibrant part of our business. It involves guiding our high net-worth families with relevant time-centric initiatives as they navigate a volatile environment, striking a blended balance with our fund and corporate services private clients can rely on under any circumstances. Our multilingualism, deep knowledge of international cultures – European (through Curaçao’s inclusion in the Dutch Kingdom and legal system), Latin American and North American – broad resources, versatility and agility create significant momentum behind the following focused services:
Glenn Pietersz
Board Member and Partner
Christopher van Rosberg
Founder, Board Member, and Partner