Services

Integrated Wealth Management for Global Investors

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,

Alternative Investments

Gifford Roth offers exclusive access to a wide range of alternative investments, including private equity, private placements, pre-IPO opportunities, and select IPOs. These investments can enhance diversification, offer asymmetric return potential, and provide access to innovative sectors and companies.

Philanthropic Planning

Philanthropy plays a meaningful role in both legacy and identity. We help clients integrate charitable giving into their estate and financial planning using vehicles such as donor-advised funds, charitable trusts, and direct gifts.

Business Owner Solutions

Business owners face unique wealth planning challenges, from concentrated equity exposure and succession planning to liquidity events and risk mitigation. We offer integrated solutions that align personal wealth strategies with business objectives, helping you manage financial complexity while staying focused on growth.

Portfolio Management

Our portfolio management services are grounded in modern portfolio theory, comprehensive asset allocation, and rigorous risk assessment. We work closely with each client to define objectives, evaluate risk tolerance, and develop customized portfolios that are diversified, efficient, and actively monitored.

Estate Planning

Effective estate planning ensures that your legacy is passed on with intention, clarity, and efficiency. We help clients navigate complex family dynamics, global regulations, and cross-border inheritance issues. From the creation of trusts and wills to intergenerational planning and charitable legacies, we work with you to secure your family’s future.

Retirement Planning

For internationally mobile individuals, retirement planning involves more than saving – it requires a strategy that addresses lifestyle goals, longevity, healthcare, inflation, and jurisdictional complexity. We help clients design cross-border retirement strategies that are tax-efficient, sustainable, and flexible.

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.

Services

Services

Integrated Wealth Management for Global Investors

Questions? Contact Our Office in Tokyo, Japan

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