Who does Gifford Roth serve?
We primarily serve globally minded individuals, expatriates, offshore investors, family offices, entrepreneurs, and international institutions seeking tailored wealth management and investment solutions.
Where is Gifford Roth based?
Our advisory team is headquartered in Tokyo, Japan. We serve clients across Asia-Pacific, Europe, the Middle East, and beyond.
What services does Gifford Roth offer?
Our core services include:
- Portfolio Management
- Retirement Planning
- Estate Planning
- Business Owner Solutions
- Alternative Investments
- Philanthropic Planning
Each can be tailored to your needs or integrated into a full wealth management strategy.
Is Gifford Roth a fiduciary advisor?
Yes. We operate under a fiduciary standard and always act in the best interests of our clients, without conflicts of interest or product bias.
How does Gifford Roth charge for its services?
Our compensation is typically transaction-based, with fees varying depending on the nature of the investment or advisory service provided. We always ensure our clients have full clarity on costs before proceeding with any recommendation or transaction.
What is your minimum investment requirement?
We do not have a fixed minimum. We work with clients based on the complexity of their financial needs and the long-term nature of the relationship. If we believe we can add meaningful value, we’re happy to begin the conversation.
Do you only work with high-net-worth individuals?
While many of our clients meet high-net-worth thresholds, we also work with professionals and business owners whose financial lives are growing in complexity and who value long-term planning.
Can Gifford Roth advise on cross-border financial issues?
Yes. We specialize in serving clients with international assets, multiple residencies, and cross-jurisdictional estate or tax considerations.
How do you manage investment risk?
We apply a disciplined, research-driven process that includes diversification, asset allocation, stress testing, and ongoing risk monitoring aligned with your personal tolerance and objectives.
What investment strategies do you offer?
We construct global, multi-asset portfolios using equities, fixed income, cash equivalents, and alternative assets. We also offer thematic, ESG, and income-focused strategies.
Do you offer access to private equity and alternative investments?
Yes. We provide access to select private equity, pre-IPO, private placements, and alternative opportunities often not available through traditional channels.
Can you help with succession or estate planning?
Absolutely. We work with clients and their legal advisors to create estate and succession strategies that ensure smooth wealth transfer and intergenerational planning across borders.
Do you provide services for charities and foundations?
Yes. We manage investments for nonprofits, endowments, and charitable foundations, helping them meet long-term goals while preserving capital and aligning with their mission.
Can you help me plan charitable giving?
Yes. We help clients incorporate philanthropy into their financial and estate plans through donor-advised funds, charitable trusts, direct gifts, and structured legacy planning.
What makes Gifford Roth different?
Our independence, global perspective, access to exclusive investments, and integrated approach to wealth management allow us to offer bespoke solutions with discretion and care.
Can I work with Gifford Roth if I don’t live in Japan?
Yes. Many of our clients live abroad or travel frequently. We support international relationships through virtual meetings and secure communications, regardless of location.
How often will I hear from my advisor?
We tailor communication to your preferences, typically through quarterly reviews, regular updates, and prompt responses to client inquiries.
Can I access my account online?
Yes. Clients have secure, 24/7 online access to view their account information, including holdings, performance, and relevant documents, through a dedicated client portal.
Can you help me prepare for a liquidity event or sale of a business?
Yes. We offer pre- and post-liquidity planning for entrepreneurs and business owners, including diversification, cash flow planning, tax structuring, and reinvestment strategies.
Are your investment services discretionary or advisory?
Our services are advisory. We work closely with each client to provide tailored recommendations, but you retain full control over all investment decisions.
How do you protect client account information?
We employ advanced cybersecurity protocols, multi-factor authentication, and encrypted communication to safeguard client data. Security and privacy are central to our operations and regularly reviewed for compliance with global standards.
How do you ensure confidentiality?
Can I refer someone to Gifford Roth?
Yes, referrals are always welcome. We’re grateful when clients recommend us to family, friends, or colleagues and we handle all new inquiries with professionalism and discretion.
How do I get started with Gifford Roth?
It begins with a confidential consultation. We’ll learn about your goals, current situation, and long-term needs and outline how we can help.
How can I contact your Tokyo office?
You can reach us by phone or email:
Phone: +012 3456 78
info@giffordroth.com
Or visit: www.giffordroth.com/contact