Services
Service Overview
Choose the level of support that fits your needs. Each service can stand alone or be combined.
Solerus provides investment management and wealth planning for clients with international lives and evolving financial priorities. Our services are designed to work together, so portfolios, planning decisions, and day-to-day execution remain aligned.
Some clients engage us for a single need, but many prefer an integrated structure in which investment decisions align with the broader plan.
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Investment Management
Portfolio design, implementation, and ongoing oversight are built around your objectives, risk profile, liquidity needs, and constraints.
Explore Investment Management
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Wealth Planning
A structured view of your financial life, from cash flow and reserves to succession considerations and long-term priorities.
Explore Wealth Planning
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Cross-Border Advisory
Coordination and guidance when your assets, obligations, and planning considerations span multiple countries.
Explore Cross-Border Advisory
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Retirement and Legacy Planning
Long-term structuring for the years ahead, with clarity on income needs, succession intentions, and family considerations.
Explore Retirement and Legacy Planning
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Alternative Investments
Selective access to non-traditional opportunities where appropriate, with careful sizing, due diligence, and liquidity awareness.
Explore Alternative Investments
How We Engage
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Discover
We build an understanding of your goals, time horizon, liquidity needs, constraints, and what your capital needs to support.
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Design
We propose a clear structure that includes portfolio allocation, decision rules, and the connection between planning and investments.
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Implement
We put the plan into action, confirm operational details, and ensure documentation and reporting are consistent.
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Review
We monitor, meet at an agreed cadence, and adjust when circumstances change, without drifting from the framework.
What This Looks Like in Practice
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For clients building wealth
A disciplined starting point, a portfolio aligned to your risk comfort, and a consistent review process that keeps decisions steady as your situation grows.
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For clients with established portfolios
A second set of eyes, better structure, clearer oversight, and a process that reduces complexity across holdings, countries, and advisors.
What You Receive
- A portfolio designed around objectives, not products
- Clear reporting and a defined review cadence
- Documented decisions and accountable follow-through
- Coordination across planning topics and cross-border considerations
- Access to a senior-led team and consistent communication