Holzer & Company, Inc. has been providing financial services to non US families and individuals since 1984. We have developed expertise in the complex world of global citizens and have an excellent network of international tax and estate planning professionals. We welcome working with the client’s existing team of experts or we can introduce the client to highly qualified experts to fill in any gaps.
Our goal is to give the client control over assets far from home and peace of mind that their assets are being managed with a focus on return and risk management. The increase in volatility in world markets has made managing risk more challenging and more important. We also emphasize communication with clients to fit their needs and to keep them informed enough to feel comfortable with their customized investment strategies.
In 2017, we will be offering our services to private family foundations as well. Many families set up their own foundations and have many ideas about making gifts, but get lost in the world of investment management. We believe we can provide a sense of control with our goal setting and reporting services, so that the donors can focus on their charitable activities.