As a boutique consulting firm, we pride ourselves by offering high-value, specialist advice within the financial industry.
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.
A&M Finance is like no other. We take distinctive approach to serving our unique clients
Our specialization guarantees tailor-made solutions to wealthy individuals and families. We exclusively focus on delivering services to this specific clientele.
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.
We maintain a close relationship with our partners and use the network to always provide access to local insights, once needed.
The boutique consulting has close relationships to institutional investors. Therefore, our clients benefit from many similar resources and services.
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.
Through our unique infrastructure we are able to provide you access to an expert in every global region as well as global opportunities.
We serve a very special community. Let’s hear what they say.
Being somebody, that left his former advisors for lack of consistency I was very careful with choosing my next advisor. The people that surround you define who you are, and the partners at A&M Finance fit in with a culture that cares about its clients.
The boutique consultancy has quality people and an infrastructure that has clearly made a priority in serving their clientele with laser sharp predictions.
Many competitors offer the same things, but no other consultancy has the level of detail and transparency. I strongly feel that they do care about me and my families priorities.
A&M Finance always delivered on their promise. I highly appreciate their local expertise, especially when it comes to off-market solutions. Throughout their network you can connect with like-minded people.
We customize our offering to the needs of you and your family.
Please answer the following questions in order to connect you with the right advisory team.