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- Support +1 786 373 7988
Partner Solutions
How Investment Advisors and Their Clients Can Benefit from Our Experience
The team at Global RCG Wealth are pioneers in the alternate residency and citizenship investment industry.
We apply our proven expertise developing new investment mitigation markets overseas to educate and partner with RIAs around this new asset class and ensure they are better equipped to provide highly vetted, cost-effective residency and citizenship solutions to their globally oriented clients.
Track Record
Why Work with Us?
Our unique approach of working alongside investment advisors, wealth managers and certified financial planners draws a sharp and much-welcomed contrast with traditional foreign-owned and operated agencies.
- Embrace fiduciary role as a U.S. registered investment advisor
- Nationwide coverage built on strong local replationships & know-how
- Proven track record building global mobility asset markets
VS.
Foreign-Owned & Based Industry Establishment
- Lack of oversight by the SEC & the IRS
- Lack of alignment with clients' interest | commission-driven
- "One size fits all" Standardized, product-based approach
Discover & Assessment
Processing
Vetting
& Selection
Monitor & Compliance
What We Offer:
White-Label Solutions for Investment Advisors, Wealth Managers and Certified Financial Planners
Our platform helps investment advisors dynamically match their clients to their best-suited global mobility solutions, generating the insights and strategies necessary to mitigate mistakes and wasted time/effort.
A Proven Process
To support the needs of our partners and members, Global RCG Wealth provides a thorough, process-oriented engagement model.