Transatlantique Private Wealth LLC
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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
Expertise
Occupation focus
Demographic focus
Fee options
$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)
Account minimum: $300,000 Fee-only: Negotiable advisory fees, maximum 3% of AUM; calculated quarterly in arrears; no performance-based fees
Main office
See office520 Madison Avenue, 37th Floor
New York NY 10022
Advisors at this office
8
Offices (3)
Most active in
California · Florida · Illinois · Louisiana · Massachusetts · New Hampshire · New Jersey · New York · Pennsylvania · Texas · Utah · Vermont · Virginia
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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