Institutional strategies. Zero advisory fees.
Diversified portfolios, tax-efficient execution, and multi-jurisdiction optimization — the same strategies used by billionaires, now accessible to you.
€4.2M
Total Portfolio
Broad market exposure across developed and emerging markets
Factor-based strategies for enhanced risk-adjusted returns
AI, clean energy, infrastructure, and other growth themes
Liquidity and stability for near-term needs
REITs and infrastructure for inflation protection
Tax-Aware Intelligence
Every investment decision considers the tax implications across all your jurisdictions.
Multi-Jurisdiction Planning
Optimize across every country you earn income in
Athletic Tax Regimes
Leverage special tax rules for professional athletes where available
Tax-Loss Harvesting
Systematically capture losses to offset gains
Fee Drag Comparison
See exactly how much you save vs. traditional advisors
The Fee Advantage
See how 0% advisory fees compound over your career.
€0
Finnan Advisory Fee
You keep 100% of the alpha
€840K
Traditional Advisor (20 years)
Assuming 1.25% on €4M average
€840K+
Your Savings with Finnan
Plus compounding on saved fees
