Scottsdale, Arizona

Creating exceptional outcomes for individuals and families through global insights and local experience

8501 North Scottsdale Road
Suite 240
Scottsdale, AZ 85253

480.367.3291

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Featured Services

Based on an understanding of your personal needs, a team of dedicated specialists will work with you to deliver integrated solutions for all areas of your wealth plan

Investing

Our views and global network allow us to identify opportunities in complex, ever-changing world markets. Your level of engagement can be self-directed, discretionary or a combination based on your preferences.

Wealth Planning

We focus on helping clients address their long-term financial needs. With your other advisors, we develop strategies to help preserve your wealth—so you can enjoy your life now, provide for your heirs and support the causes you are passionate about.

Credit & Banking

We provide guidance for effective balance sheet management, with an emphasis on structuring large and complex loans. You have a comprehensive range of financing choices, including mortgages and lines of credit, as well as specialized financing.

The Local Team

A team of dedicated specialists works together seamlessly to address your evolving needs

Olivier de Givenchy

Olivier de Givenchy

Managing Director
Region Head

David Regan

David Regan

Managing Director
Regional Investment Team Lead

Learn more about our firm and investment professionals through FINRA BrokerCheck


Connect with us
We look forward to speaking with you about how we can put our local experience and global reach to work for you