About

Luxury finance. Relentless strategy. Unmatched discretion.

We

are

Solist,

your
financial

firm

driven

by

a

commitment

to

deliver

designer

financial

solutions

for

those

who

demand

nothing

less

than

excellence.

We master every aspect of your wealth — from exceptional investment management to tailored planning and exclusive family office services, all designed for you.

For clients who demand more — more precision, more protection, more possibility — we deliver a curated suite of services spanning bespoke wealth management, private lending, tailored insurance, and sophisticated estate and trust planning.

This isn’t ordinary wealth management. This is Solist — where your future is crafted, not managed.

Our team will partner with you to:

Curate & Strategize

Everything starts with an initial conversation.
Our Team will help you translate your values, goals, and ambitions into a comprehensive financial roadmap.

Integrate & Elevate

Your entire financial world — connected.
We bring together every detail of your portfolio, estate, cash flow, and tax profile into one intelligent system. Seamless technology meets deep advisory to give you clarity, control, and confidence.

Preserve and Protect

We proactively safeguard your legacy.
with strategic lending, tailored insurance solutions, and sophisticated risk management — ensuring every decision supports your long-term vision.

We Invite you to get in contact with us
We are the best choice for your financial needs

About

Luxury finance. Relentless strategy. Unmatched discretion.

We are Solist, your financial firm driven by a commitment to deliver designer financial solutions for those who demand nothing less than excellence.

For clients who demand more — more precision, more protection, more possibility — we deliver a curated suite of services spanning bespoke wealth management, private lending, tailored insurance, and sophisticated estate and trust planning.

This isn’t ordinary wealth management. This is Solist — where your future is crafted, not managed.

Our team will partner with you to:

Curate & Strategize

Everything starts with an initial conversation. Our Team will help you translate your values, goals, and ambitions into a comprehensive financial roadmap.

Integrate & Elevate

Your entire financial world — connected. We bring together every detail of your portfolio, estate, cash flow, and tax profile into one intelligent system. Seamless technology meets deep advisory to give you clarity, control, and confidence.

Preserve and Protect

We proactively safeguard your legacy.with strategic lending, tailored insurance solutions, and sophisticated risk management — ensuring every decision supports your long-term vision.

We Invite you to get in contact with usWe are the best choice for your financial needs

We

are

Solist,

your
financial

firm

driven

by

a

commitment

to

deliver

designer

financial

solutions

for

those

who

demand

nothing

less

than

excellence.

Everything starts with an initial conversation.
Our Team will help you translate your values, goals, and ambitions into a comprehensive financial roadmap.

Your entire financial world — connected.
We bring together every detail of your portfolio, estate, cash flow, and tax profile into one intelligent system. Seamless technology meets deep advisory to give you clarity, control, and confidence.

We proactively safeguard your legacy.
with strategic lending, tailored insurance solutions, and sophisticated risk management — ensuring every decision supports your long-term vision.

We Invite you to get in contact with us
We are the best choice for your financial needs