International: Financial Planning
Our tailored financial planning services help international clients navigate cross-border complexities and build a solid foundation for pursuing their financial goals.
- Comprehensive Financial Planning – Tailored financial strategies that consider both home country and U.S. financial landscapes.
- Multi-Jurisdictional Wealth Coordination– Ensuring efficient financial management across multiple countries.
- Cash Flow and Liquidity Management – Optimizing financial resources for global wealth sustainability.
- Financial Concierge Services – Assisting with bank accounts, investment accounts, and loan structuring.
- Cross-Border Considerations – Addressing financial complexities related to multi-country investments, taxation, and compliance.
- Multi-Currency Performance Tracking – Providing reporting and financial insights in various currencies.
Sanctuary provides access to a trusted network of global custodians and industry professionals who align with our dedication to delivering client-centered service.
$52.1T
assets under custody and/or administration
$2.1T
assets under management
$2.5T+
in global client assets
$2.0B
net capital
*Pershing numbers as of September 30, 2024.
+$2.6 trillion
assets under supervision (AUS)
+1.8k
investment professionals
+100
languages spoken assets under custody and/or administration
*Goldman Sachs numbers as of January 2025.
$10.33 trillion
total client assets
36.7 million
brokerage accounts*
7.37 million
daily average trades
2.0 million
banking accounts
$1.22 trillion
in proprietary mutual funds and ETFs
*Schwab numbers as of January 31, 2025.
$15.1 trillion
assets under administration
$5.9 trillion
total discretionary assets
3.5 million
Daily average trades by customers
Up 35% from 2023
*Fidelity numbers as of December 31, 2024.
A Broad Custodial Network
Our independent platform is designed to offer clients access to a diverse range of leading financial institutions and innovative technology solutions. This flexible structure allows us to collaborate with top-tier custodians while maintaining an objective and client-focused approach.
By leveraging relationships with well-established financial firms, we provide clients with sophisticated services, strong security measures, and detailed reporting tools-ensuring they have the resources needed to make well-informed financial decisions.
