Your vision is our focus and because we take the time to understand your unique situation, we are well-positioned to provide custom support and sophisticated solutions in investments, analytics, operations management, and tax and estate planning.
Our goal is to simplify how you manage your wealth.
At Kandor Global we provide unbiased investment services adapted to your goals and based on needs and market conditions. We do a heavy emphasis on identifying and constructing the appropriate portfolio from a risk perspective, taking into account the client’s previous experience, expected return on investment and volatility levels.
We work with clients in different ways, depending on the client's desired level of involvement and whether they want us to manage their assets on a discretionary or non-discretionary basis. We work with multiple banks and custodians and offer clients the option to continue working with their existing banking partners.
Our experience and an advanced reporting system allow for a comprehensive view of your accounts.
Addepar, a wealth management platform, allows us to provide customized, multicurrency, and consolidated reports.
Our team frequently conducts a thorough analysis and will provide a timely review according to your preference.
We conduct a review and internal discussion of your accounts to readily provide a comprehensive snapshot of your portfolio on a monthly basis.
We offer investment alternatives based on market conditions and new opportunities in accordance to your goals and risk profile.
At Kandor Global, we provide support in cash flow dealings and documentations across your investments, including:
Our clients find extreme value in this service as it facilitates an overall management of account activity.
Our team is able to provide tax planning support whether you reside in the U.S. or in another country and if you are becoming a U.S. tax resident.
At Kandor Global, we take the time to understand your unique situation and upcoming needs in order to better anticipate succession and fiscal issues. We guide you through the process of identifying the type and scope of advisory required and consolidate a team to fulfill your tax and estate planning needs. Kandor Global will accompany you through the process, ensuring ongoing supervision and maintenance of legal structures.