YOUR PRIVATE CLIENT OFFICE
Where Insight Meets Navigation
Local Expertise.
Global Reach.
Coleman Wealth offers a sophisticated multi-family office platform through its Private Client Office, providing discerning individuals and families with access to fully regulated wealth management entities across key international jurisdictions.
Through collaborative ventures and acquisitions, we extend our reach to offer customized wealth solutions for each client, exactly where it’s needed.
Depending on your residency, regulatory framework, or structuring preferences, your relationship will be established with one of our locally regulated partner entities. Each entity adheres to the highest standards of compliance while delivering a seamless, unified service aligned with Coleman Wealth’s core investment philosophy.
This structure allows us to provide truly cross-border wealth solutions — combining local regulatory alignment with a globally consistent private client experience.
Our Private Client Office Way of Work
At Coleman Wealth Private Client Office, we view custodian banks as commoditized infrastructure. Our role is to negotiate optimal terms with tier-one Swiss private banks globally, aiming to reduce custody and transaction costs for our clients.
The selected custodian provides safekeeping, execution, and trading services. Meanwhile, Coleman Wealth Private Client Office, by its own regulated entity across multiple jurisdictions, acts as your independent investment manager and risk manager—offering discretionary or advisory portfolio management, and overseeing portfolio construction and governance to align with your long-term objectives.
This model ensures a clear separation between custody, investment management, and risk oversight—avoiding conflicts of interest and product-driven advice, and reinforcing our commitment to independent, client-centric service.
