Equiom Trust (South Dakota), LLC
Equiom is a global professional services provider, offering end-to-end wealth protection and support services to private clients, corporate clients and funds. Equiom Trust (South Dakota) LLC is the new name for Virtus Trust USA formed nearly 10 years ago. With clients in 40 countries, we are known to the leading US professional advisers around the world and have long experience of looking after dual US-UK families and their particular needs.
Please contact Lord Balfour at EofB@Equiomgroup.com
+44 7781 133752
London Representative Office: 38 Park Street, London W1K 2JF
Equiom (Guernsey) Limited is licensed by the Guernsey Financial Services Commission. Equiom Trust (Guernsey) Limited is licensed by the Guernsey Financial Services Commission. Equiom Trust (South Dakota) LLC is regulated by the South Dakota Division of Banking
LGT Vestra US
A specialist subsidiary of wealth management firm LGT Vestra LLP, set up specifically to help clients with financial interests in both the US and UK. Authorised and regulated by the Financial Conduct Authority in the UK and a Registered Investment Adviser with the Securities & Exchange Commission in the US.
Contact Paul Nixon:
+44(0)20 3207 8364
14 Cornhill, London EC3V 3NR
Established in 1995, Montfort is a leading firm of independent financial advisers specialising in expatriate global financial planning. At Montfort, we help our US clients manage their wealth and pensions safely, providing a holistic approach to tax efficient Anglo-US financial planning.
+44 (0)1483 202072
Montfort International | Home Farm | Shere Road | Albury | Surrey | GU5 9BL