PIK Advisors
Boutique wealth, insurance, and tax planning for globally mobile individuals and families
What We Do
We provide integrated wealth management, insurance, retirement planning, and tax-aware strategy for individuals and families with complex, cross-border lives. Our work is practical, confidential, and built around clear goals: protecting what you’ve earned, improving outcomes after taxes, and giving you a plan you can execute with confidence.Wealth ManagementWe design and manage goal-based investment strategies aligned with your time horizon, risk profile, and liquidity needs. This includes portfolio construction across asset classes, rebalancing and risk management, and ongoing monitoring, so your wealth strategy stays resilient through market cycles. When appropriate, we coordinate with your existing professionals to support trusts, family structures, and cross-border considerations.Life, Health & Long-Term Care InsuranceInsurance is often the most efficient tool for protecting a family plan. We help you evaluate and structure coverage, life, health, disability, and long-term care, so it complements your investment strategy and estate objectives. The focus is simple: the right protection levels, clean underwriting, and policies that are understandable, cost-effective, and built to perform when needed.Retirement PlanningRetirement isn’t a date, it’s a cash-flow strategy. We model your desired lifestyle, stress-test assumptions, and build a coordinated plan across investments, pensions, and insurance. The result is a clear roadmap for contributions, drawdown sequencing, and risk management, designed to support longevity and preserve flexibility.Tax Consulting & Tax-Aware PlanningWe help clients make smarter decisions by evaluating strategies through an after-tax lens. This can include tax-efficient portfolio design, timing of income and gains, and planning around mobility, residency, and multi-jurisdiction structures. We collaborate with your tax advisors to align execution, reduce friction, and support compliant cross-border outcomes.If you’re navigating international complexity, concentrated assets, or major life changes, we can help you turn moving parts into a coherent plan.
Insights
We’re passionate about performance, not just in markets, but in execution, client experience, and outcomes. That’s why we combine rigorous advisory work with cutting-edge technology to deliver faster, clearer, and more tailored solutions for globally mobile individuals and families.We partner with globally recognized firms to broaden access to high-quality products and platforms, including Transamerica Advisors, Bankers Life, John Hancock, and other leading providers. This allows us to match each client’s needs with the right mix of investment strategies, insurance protection, and retirement planning, without compromising on service, governance, or reliability.We are also actively deploying fintech solutions to enhance how clients plan, track, and optimize their financial lives. These tools can improve visibility across accounts, streamline onboarding and documentation, support data-driven planning scenarios, and enable more responsive decision-making, helping you stay informed and in control while reducing friction and administrative burden.Access boutique attention, institutional-quality partners, and modern technology, designed to deliver better, more confident financial decisions.
Contact Us
With offices in America and Europe, we support globally mobile individuals and families with integrated wealth management, insurance, retirement, and tax-aware planning. Whether you’re relocating, expanding internationally, or managing assets across jurisdictions, we help you turn complexity into a clear, actionable strategy aligned with your goals. Get in touch to schedule a confidential introduction call and explore how we can support your next step.