A complete list of active advisors currently associated with Transatlantique Private Wealth LLC

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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.

To learn more about the advisors currently working at Transatlantique Private Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.