Fiduciary Transaction Services

As the market for complex and alternative investments grows, Crosscurrents has worked within our U.S. based Trust structure and with the global banking community to offer descreet execution of diverse financial transactions. Whether it be a complex transfer of assets, coordination of contractual agreements, or a trusted neutral ground for sensitive transactions, we both develop and advise in a Fiduciary role for qualified, ultra-high net worth investors and institutions. Please contact us for more details about these unique investment opportunities.


Fiduciary Advisory Services

Crosscurrents Greatly Expands its Advisory Services
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Global Fiduciary, Innovation, and Start-up Advice


As the lines between financial markets, international transactions, and fintech continue to blur worldwide, Crosscurrents, as an Advisory leader and innovator, has found new opportunities to apply decades of extensive knowledge of global markets to advise clients on the evolution and revolution of business.
“Crosscurrents continues to evolve with the high-speed developments in global business. We have expanded our Fiduciary Services to Ultra High Net Worth clients, from Brazil to Singapore, Iceland to Ghana, and of course within the United States. In consort with this evolution, we have also expanded our Start-up Advisory Services to meet the demands of the new economy. Whether it’s a role as Fiduciary advisor for an asset manager in London, for a corporate in Sweden, advising a Fintech Start-up or medical device company in the U.S., or advising a Restaurant Start-up in Switzerland, our broad knowledge is furthering our trusted and respected brand”.

Crosscurrents has fully customizable Advisory Services, including:
- Advising Fintech and Medical start-ups on their financial structure, vision, and marketing
- Advising in a Fiduciary capacity the organization of portfolios of Ultra High Net Worth clients and presenting appropriate alternative investments to enhance those portfolios
- Advising clients and executing for clients complex global transactions within our Trust structure
 
For more information on how we can advise you in your endeavors, please contact us.
We look forward to helping you achieve your goals. 


Education

Crosscurrents Investment Advisory and Keith Raphael have been in the forefront of Technical Analytic Educational Services since 1987. Our ability to teach Technical Analysis of any market has been a cornerstone of our business for over 25 years. We offer thorough seminars in beginner, intermediate, and advanced technical analysis.  We welcome you to contact us with questions about how we can help you to train your staff in this crucial area of market knowledge.