A&M Finance Group

We offer customized wealth management services that crosses borders.

A&M

As a boutique consulting firm, we pride ourselves by offering high-value, specialist advice within the financial industry.

Our commitment

We believe that true wealth goes beyond just financial success. That’s why we’re committed to helping our clients achieve significance in their lives, by not only optimizing their wealth, but also by empowering them to make a positive impact in their communities and in the world.

Our holistic approach to wealth management takes into account not only our clients’ financial goals, but also their values and beliefs, so that they can feel confident that their wealth is aligned with their broader life goals. Whether it’s through legacy consulting, tax optimization, or other wealth services, we’re here to help our clients move from success to significance. 

What makes us different

A&M Finance is like no other. We take distinctive approach to serving our unique clients

Specialization

Our specialization guarantees tailor-made solutions to wealthy individuals and families. We exclusively focus on delivering services to this specific clientele.

Global Citizenship

Our clients have families, businesses and homes across many countries. We perceive them as natural entrepreneurs and innovators. It is our honor to serve them and further, share their values.

Global reach

We maintain a close relationship with our partners and use the network to always provide access to local insights, once needed.

Institutional caliber

The boutique consulting has close relationships to institutional investors. Therefore, our clients benefit from many similar resources and services.

Research insights

We stay at the forefront of disruptive ideas and reframe the future by asking new questions. Those insights are shared with our clientele as well as partner network, which enable us to be very flexible in our consulting approach.

Beyond borders

Through our unique infrastructure we are able to provide you access to an expert in every global region as well as global opportunities.

Our philosophy

We serve the worldly and the wealthy

While our clients come from more than 40 countries and from many walks of life, they all have certain values and behaviors in common that transcend national borders. Being a boutique consultancy house, we are committed to staying at the forefront of innovative and disruptive ideas to better serve our clients. As global citizens ourselves, we understand the importance of connecting with like-minded individuals and exploring new opportunities across borders. Our focus is always upon you and the needs of your wealth while also creating a positive impact in the world, moving from success to significance.

What our client say

We serve a very special community. Let’s hear what they say.

Our partners

We customize our offering to the needs of you and your family.

A&M Finance Group exists to serve a very special community.
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