Our Team

The idea of Clairmont Trust is simple: to provide a team with multiple skills which works directly for our clients using their experience from working in the best global firms and a network developed over many years.

Each client works directly with one of our Partners, as well as other members of the team.

Clients and managers benefit from the professional systems, processes and resources of a large institution while enjoying the personalized attention that only a boutique organization can provide.

Our multicultural team also speaks fluent Spanish, Portuguese, French and Greek.

Our professional backgrounds are international and diverse, and include:

  • Fiduciary Services & Wealth Structuring
  • Investment management
  • Legal and accounting
  • Corporate and family governance advisory
  • Corporate advisory for families with family-owned companies

Our clients have been working with the same partners over many years.

Our goal is to be your trusted advisor for the next generation and beyond.

Selected Bios

Business Development Consultant
Senior Wealth Advisor
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