Transatlantique Private Wealth LLC logo

Transatlantique Private Wealth LLC

Updated today

Client AUM

$862,745,499

Clients

411

Advisors

11

across 3 offices

About

Transatlantique Private Wealth, LLC provides discretionary and non‑discretionary investment advisory services primarily to high‑net‑worth individuals, family offices, trusts, and similar entities, with a stated focus on French expatriates in the United States and U.S. persons holding euro‑denominated assets and property. Its services include asset allocation and portfolio construction, currency and debt management, assistance with long‑term project funding, and the option to allocate portions of portfolios to sub‑advisers or outside managers; the firm does not provide standalone financial planning or tax preparation.

The firm’s investment process is suitability‑driven and centers on a strategic allocation developed from macroeconomic and thematic research produced by affiliated European research teams, combined with fundamental and technical analysis to construct and monitor portfolios. TPW implements portfolios through direct management, exchange‑traded products, or recommended independent managers, with ongoing monitoring, reporting, and an account minimum for new strategies.

TPW is wholly owned by Banque Transatlantique and explicitly leverages affiliated entities — including Dubly Transatlantique Gestion and Banque Transatlantique’s custodial arms in France, Luxembourg and Belgium — for research, custodial services, and product access, and it uses an affiliated broker‑dealer, CIC Market Solutions, for most European executions. The brochure also documents the firm’s prior involvement with commingled/private fund vehicles and its use of affiliated asset‑management capabilities for pooled investments, and it discloses that TPW does not charge performance‑based fees, distinguishing its operating model from many U.S. team advisers.

Client services

Portfolio management Selection of other advisers

Expertise

Cross-border / expatriate tax planning Debt management ESG / Sustainable investing Wealth management

Occupation focus

Founder/Business Owner

Demographic focus

Expats

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Fee options

Percentage

$0 - $1,000,000: 1.20% annually (0.30% per quarter) $1,000,001 - $2,500,000: 1.00% annually (0.25% per quarter) $2,500,001 - $5,000,000: 0.75% annually (0.1875% per quarter) $5,000,001 - $10,000,000: 0.50% annually (0.125% per quarter)

Other

Account minimum: $300,000 Fee-only: Negotiable advisory fees, maximum 3% of AUM; calculated quarterly in arrears; no performance-based fees

Main office

See office

520 Madison Avenue, 37th Floor

New York NY 10022

Advisors at this office

8

Most active in

California · Florida · Illinois · Louisiana · Massachusetts · New Hampshire · New Jersey · New York · Pennsylvania · Texas · Utah · Vermont · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Benjamin R

Series 65

Boston, MA

Transatlantique Private Wealth LLC

Benjamin Robinot is a Series 65-credentialed advisor with eight years of industry experience. He is currently with Transatlantique Private Wealth LLC and has also been associated with 360 Advisory LLC for over a decade. Robinot is a non-operating partner at Three Sixty Advisory LLP in the UK and holds a minority stake in Orfi Capital Ltd, an asset management company based in Hong Kong. Transatlantique Private Wealth LLC provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, family offices, trusts, and similar entities, focusing on French expatriates in the U.S. and U.S. persons with euro-denominated assets. The firm’s investment approach combines macroeconomic and thematic European research with fundamental and technical analysis to construct and monitor portfolios, implementing strategies through direct management, exchange-traded products, or outside managers.

Cross-border / expatriate tax planning Debt management ESG / Sustainable investing Wealth management Founder/Business Owner Expats
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Alexandre C

Series 65

New York, NY

Transatlantique Private Wealth LLC

Alexandre Chasseriaud is a financial advisor with Transatlantique Private Wealth LLC, holding a Series 65 designation and eight years of industry experience. His prior roles include positions at BNP Paribas, Credit Suisse Securities (USA) LLC, and Spark Labs Inc. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, family offices, and trusts, with a focus on French expatriates in the U.S. and U.S. persons holding euro-denominated assets. The firm’s investment process combines macroeconomic and thematic research from affiliated European teams with fundamental and technical analysis to construct and monitor portfolios.

Cross-border / expatriate tax planning Debt management ESG / Sustainable investing Wealth management Founder/Business Owner Expats
user avatar

William L

Series 65

New York, NY

Transatlantique Private Wealth LLC

William Levesque is a financial advisor at Transatlantique Private Wealth LLC in New York, NY, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Fleet Fleet, JackRabbit, Bank of The West - BNP Paribas, and ISTEC Business School. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory and asset allocation services primarily to high-net-worth individuals, family offices, trusts, and expatriates, with a focus on French expatriates in the United States and U.S. persons holding euro-denominated assets. The firm’s investment approach combines top-down macro analysis with bottom-up fundamental and technical analysis, supported by affiliated European research teams.

Cross-border / expatriate tax planning Debt management ESG / Sustainable investing Wealth management Founder/Business Owner Expats
user avatar

Cesar F

Series 65

New York, NY

Transatlantique Private Wealth LLC

Cesar Flotat is a Series 65-licensed financial advisor with Transatlantique Private Wealth LLC in New York, NY. He has one year of industry experience, including previous roles at Banque Transatlantique and Deloitte. His background also includes work in education and travel. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, family offices, and trusts, with a focus on French expatriates in the U.S. and U.S. persons holding euro-denominated assets. The firm’s investment process combines macroeconomic and thematic research from affiliated European teams with fundamental and technical analysis to construct and monitor portfolios.

Cross-border / expatriate tax planning Debt management ESG / Sustainable investing Wealth management Founder/Business Owner Expats
user avatar

Jerome K

Series 65

New York, NY

Transatlantique Private Wealth LLC

Jerome Khaski is a financial advisor at Transatlantique Private Wealth LLC in New York, NY, holding a Series 65 designation with 10 years of industry experience. He has been with Transatlantique Private Wealth since 2015. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory and asset allocation services primarily to high-net-worth individuals, family offices, trusts, and expatriates, with a focus on French expatriates in the United States and U.S. persons holding euro-denominated assets. The firm employs a customized asset allocation approach informed by European research teams and combines macroeconomic, fundamental, and technical analysis to manage portfolios.

Cross-border / expatriate tax planning Debt management ESG / Sustainable investing Wealth management Founder/Business Owner Expats
user avatar

Louiza F

CFA®

New York, NY

Transatlantique Private Wealth LLC

Louiza Ferrara is a CFA® charterholder with six years of experience in the financial advisory industry. She has been with Transatlantique Private Wealth LLC since 2020, following nine years at Fourpoints Asset Management, Inc. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, family offices, trusts, and similar entities, focusing on French expatriates in the U.S. and U.S. persons holding euro-denominated assets. The firm’s investment process is suitability-driven and incorporates macroeconomic and thematic research from affiliated European teams, combining fundamental and technical analysis to manage portfolios.

Cross-border / expatriate tax planning Debt management ESG / Sustainable investing Wealth management Founder/Business Owner Expats
user avatar

Hugo G

Series 65

New York, NY

Transatlantique Private Wealth LLC

Hugo Gozlan is a financial advisor with Transatlantique Private Wealth LLC, holding a Series 65 designation and two years of industry experience. His work history includes multiple roles at Banque Transatlantique and involvement with PSL University. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, family offices, trusts, and expatriates, with a focus on French expatriates in the United States and U.S. persons holding euro-denominated assets. The firm’s approach combines top-down macro analysis with bottom-up fundamental and technical analysis, supported by affiliated European research teams and a structure enabling cross-border custody and European trade execution.

Cross-border / expatriate tax planning Debt management ESG / Sustainable investing Wealth management Founder/Business Owner Expats
user avatar

Xavier V

Series 65

New York, NY

Transatlantique Private Wealth LLC

Xavier Volatier is a financial advisor at Transatlantique Private Wealth LLC in New York, NY, holding a Series 65 credential and bringing eight years of industry experience. He has worked at Transatlantique Private Wealth since 2017 and previously spent eight years at CIC LB. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, family offices, trusts, and expatriates, with a focus on French expatriates in the United States and U.S. persons holding euro-denominated assets. The firm’s investment approach combines top-down macro analysis with bottom-up fundamental and technical analysis, supported by affiliated European research teams and cross-border custody and execution capabilities.

Cross-border / expatriate tax planning Debt management ESG / Sustainable investing Wealth management Founder/Business Owner Expats
user avatar

Michael A

Series 65

Boston, MA

Transatlantique Private Wealth LLC

Michael Audrain is a Series 65-licensed advisor with Transatlantique Private Wealth LLC, based in Boston, MA. He has six years of industry experience, including seven years at Transatlantique and twelve years at Banque Transatlantique UK. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory and asset allocation services primarily to high-net-worth individuals, family offices, trusts, and expatriates, with a particular focus on French expatriates in the United States and U.S. persons holding euro-denominated assets. The firm’s investment approach combines top-down macro analysis with bottom-up fundamental and technical research, supported by affiliated European teams, and offers tailored portfolio construction alongside access to private commingled funds.

Cross-border / expatriate tax planning Debt management ESG / Sustainable investing Wealth management Founder/Business Owner Expats
user avatar

Thomas W

Series 65

New York, NY

Transatlantique Private Wealth LLC

Thomas Wopat Moreau is a financial advisor at Transatlantique Private Wealth LLC in New York, NY, holding a Series 65 designation with five years of industry experience. He previously worked at FOURPOINTS Asset Management, Inc. for six years before joining Transatlantique Private Wealth in 2020. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory and asset allocation services primarily to high-net-worth individuals, family offices, trusts, and expatriates, with a focus on French expatriates in the United States and U.S. persons holding euro-denominated assets. The firm’s investment approach combines top-down macro analysis with bottom-up fundamental and technical analysis, supported by affiliated European research teams and a structure that facilitates cross-border custody and European trade execution.

Cross-border / expatriate tax planning Debt management ESG / Sustainable investing Wealth management Founder/Business Owner Expats
user avatar

Erwan C

Series 65

San Francisco, CA

Transatlantique Private Wealth LLC

Erwan Collobert is a financial advisor at Transatlantique Private Wealth LLC in San Francisco, holding a Series 65 credential. He has experience working at Banque Transatlantique Luxembourg for nine years, followed by roles at Credit Agricole and a year of extended travel. Collobert joined Transatlantique Private Wealth in 2026. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, family offices, and trusts, with a focus on French expatriates in the United States and U.S. persons holding euro-denominated assets. The firm’s investment approach combines macroeconomic and thematic research from European affiliates with fundamental and technical analysis to develop strategic portfolio allocations.

Cross-border / expatriate tax planning Debt management ESG / Sustainable investing Wealth management Founder/Business Owner Expats
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