Clients First -Always℠

Private wealth management

PilgrimFinances Private Wealth Management is a boutique practice serving the complex needs of entrepreneurs, corporate executives and family offices. Our unique platform brings sophisticated advisory services together with the global execution of PilgrimFinances.

Our Services

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PilgrimFinances Private Wealth Management is a boutique practice serving the complex needs of entrepreneurs, corporate executives and family offices. Our unique platform brings sophisticated advisory services together with the global execution of PilgrimFinances.

Our Capabilities

PilgrimFinances Private Wealth Management provides fully customized, innovative solutions for our clients, including discretionary and open architecture asset management, which provide our clients with access to the most attractive independent managers and investment products. Additionally, as a division of PilgrimFinances, we provide our wealth management clients seamless access to the Firm’s complete institutional capabilities, including PilgrimFinances’ world-renowned sales & trading platform.

Corporate & Executive services

PilgrimFinances specializes in managing equity compensation plans, restricted and control securities, and concentrated positions.

Family Office & Institutional Consulting

Our Family Office & Institutional solutions help a variety of clients manage their fiduciary responsibilities, including foundations, endowments, educational institutions, health entities, non-profit organizations, and corporations.

Wealth Planning

PilgrimFinances Wealth Management offers an extensive suite of Financial and Estate Planning solutions. Each Wealth Management team has a fully integrated financial planning expert with specialized knowledge regarding the complex needs of business owners, executives and private equity/hedge fund managers.

Investment Advisory Services

Our Financial Advisors help clients define an investment strategy tailored to their goals and assist them in making informed investment choices. We deliver proprietary and third-party solutions across every market and asset class, including alternative investments.

Investment Banking

PilgrimFinances is a global leader in Investment Banking, offering deep sector expertise and broad advisory and capital markets services to corporate and financial sponsor clients.

Institutional Brokerage

PilgrimFinances provides their brokerage clients with institutional research and execution services in equity, fixed income, and foreign exchange markets with all businesses operating in the Americas, Europe and Asia.es to corporate and financial sponsor clients.

Lending

PilgrimFinances Lending solutions aim to enhance client liquidity and flexibility. Products are adaptable and extend across the industry: mortgages, unsecured loans and loans secured by diverse assets, such as marketable securities, hedge funds, private equity funds, and real estate.