Investment Advice

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Investment Advice & Wealth Advisory – White Gold Global

At White Gold Global, we deliver independent, conflict-free investment advice to high-net-worth individuals, family offices, trusts and international entrepreneurs who demand more than generic bank recommendations.

We do not sell in-house funds, earn commissions from product providers, or push high-margin structured notes. Our only agenda is your financial success.

Our Advisory Philosophy

  • Global, unrestricted opportunity set – we search the entire world for the best ideas
  • Absolute focus on after-tax, after-inflation returns
  • Complete transparency on costs, risks and expected outcomes
  • Long-term partnership mentality, not transactional sales

How Our Advisory Process Works

  1. Deep Discovery Meeting – We map your full financial life (assets, liabilities, income, taxes, family dynamics).
  2. Written Investment Policy Statement – Clear, signed agreement on objectives, risk limits and benchmarks.
  3. Strategy Presentation – Detailed proposal with projected returns, downside scenarios and implementation roadmap.
  4. Execution & Consolidation – We coordinate transfers, negotiate institutional terms and consolidate reporting.
  5. Ongoing Oversight – Quarterly performance reviews, annual strategy refresh, and 24/7 access to your advisor.

Fee Structure (Fully Transparent)

  • Advisory-only fee: 0.75% – 1.25% p.a. on assets under advice (tiered)
  • No retrocessions, trailer fees or hidden kickbacks
  • Performance fees only on certain alternative mandates (20% above hurdle, high-water mark)

Minimum portfolio for full advisory relationship: USD 1,000,000

Bespoke Global Portfolio Construction

Multi-asset portfolios built from direct securities, institutional funds, private equity, real estate debt, and alternative income strategies – always tailored to your exact goals, tax situation and liquidity needs.

Second-Opinion & Portfolio Review Service

Already have a banker or advisor? We provide an independent, written second opinion on your existing holdings – free of charge for portfolios above USD 2 million.

Tax & Jurisdiction Optimization

Strategic use of offshore companies, trusts, family investment partnerships and residency-by-investment programs to legally minimize tax drag.

Cross-Border & Expat Planning

Specialist advice for U.S. citizens abroad, British expats, EU nationals post-Brexit, and digital nomads with complex multi-jurisdictional exposure.

Next-Generation Wealth Transfer

Succession planning, trust structuring, and governance frameworks that protect wealth across generations.

Alternative & Illiquid Asset Integration

Private equity, venture capital, real estate funds, litigation finance, and royalty streams – sourced and stress-tested for your portfolio.

Who We Serve

  • Entrepreneurs preparing for an exit
  • Expats and perpetual travellers
  • Families with multi-country assets and liabilities
  • Trustees and professional fiduciaries seeking independent oversight
  • Investors frustrated with underperforming private bank portfolios