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 the you.
11M
Assets under Management
3+
Years of Experience
8+
Countries Served
100%
Success Rate
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
1.
Everything starts with an initial conversation where our experienced team member will help you translate your values, goals, and ambitions into a comprehensive financial roadmap — we help you align investment strategies, asset allocation, and advanced planning with your unique financial vision.
Integrate & Elevate
2.
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
3.