At Gifford Roth, we provide a comprehensive, highly personalized suite of wealth management services tailored to the needs of an international clientele.
Our clients, including expatriates, cross-border families, entrepreneurs, and offshore investors, seek more than conventional advice. They need clarity, access, and strategies that span jurisdictions, currencies, and asset classes.
We combine independent thinking, global research, and a relationship-driven approach to help our clients manage complexity, preserve capital, and uncover opportunities. Whether you require investment oversight, estate structuring, retirement clarity, or access to alternative markets, we offer the depth of service and insight necessary to protect and grow your wealth over time.
Each of our services is designed to work independently or in harmony as part of a long-term, integrated wealth plan.
Access the Private Markets. Expand Your Portfolio Potential. At Gifford Roth, we believe that intelligent diversification goes beyond traditional equities and bonds. For qualified investors, alternative investments – particularly in
Purpose Begins with Planning. Impact Requires Strategy. Gifford Roth supports both philanthropic individuals and charities alike, bridging the gap between intention and impact. Whether you’re a global donor integrating charitable
Strategic Wealth Planning for Entrepreneurs and Founders Entrepreneurs face a unique set of financial opportunities and challenges. Building a business requires vision, resilience, and risk but managing the wealth that
Disciplined Strategy. Global Insight. Personalised Execution. At Gifford Roth, portfolio management is the core of what we do – balancing the art of investment with the science of risk. Our
Protecting Your Legacy Across Borders At Gifford Roth, estate planning is about more than transferring assets: it’s about preserving your values, protecting those you care about, and ensuring your wealth
A Global Perspective for a Secure Future At Gifford Roth, retirement planning is about far more than reaching a financial goal. It’s about designing a future that aligns with your
Questions? Contact Our Office in Tokyo, Japan
Whether you live in Tokyo, travel frequently, or reside abroad full-time, our team is here to support you. International wealth requires local knowledge and global perspective and we’re proud to offer both.