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
working with us
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.
- Corporate & Executive Services
- Investment Advisory & Asset Allocation
- Capital Markets Expertise
- Family Office Services
- Institutional Trading & Execution
- Wealth & Estate Planning
- Insurance Planning
- Customized Hedging
- Structured Product Offerings
- Custom Lending Solutions
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.
- Restricted Stock/Option Strategies
- Directed Share Programs (DSPs)
- Employee Equity and Option Plan Administration
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.
- Comprehensive Strategic Planning
- Estate Preservation
- Multigenarational Planning
- Prime Brokerage Services
- Institutional Research & Trading Platform
- Risk Management
- Hedging and Monetization
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.
- Trust, Estate & Wealth Transfer Planning
- Family Governance Education
- Tax Planning
- Philanthropic Advisory
- Insurance Analysis & Planning
- Retirement Planning
- Risk Management
- Education Funding Solutions
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.
- Asset Allocation
- Investment Management & Strategy
- Portfolio Management
- Research & Due Diligence
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.
- Debt Capital Markets
- Equity Capital Markets
- Mergers & Acquisitions
- Private Capital Advisory
- Restructuring & Recapitalization
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.
- Sector based and specialist traders
- Algorithmic trading formulas and execution
- Listed and customized stock options
- Primary and secondary fixed income
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.
- Depository Services
- Escrow Services
- Flexible Jumbo Mortgages
- Hybrid Rate Mortgage Solutions
- Investment Credit Line
