Global Wealth Guidance

With over 80 years of financial leadership, we help families, founders, and next generations protect, grow, and transfer wealth across borders and generations.

The Co-Founders

With decades of leadership in global banking, wealth management, and financial strategy, our co-founders offer a deep understanding of both U.S. and international markets.

Their expertise allows us to provide families with clear, long-term solutions across a wide range of financial needs.

John Alexander

Co-Founder & Managing Principal
CEPA, CSRIC
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John has enjoyed a 45 year career in Banking around the world including 30 years in Wealth Management. He was CEO of Lloyds Bank Private Banking Switzerland, Middle East and Africa as well as Head of Global Investment Management and Head of US Investment Advisory for Deutsche Bank Private Wealth Management.
Since 2010 he has been advising first generation immigrant Business Owners on Exits and Family Office formation. For the past six years he has focused his practice on advising Underrepresented Founders of Impact Tech startups in Brooklyn and beyond.
John is a Certified Wealth Strategist, Certified Exit Planning Advisor, Chartered SRI Counselor and has his Series 7 & 66 and NYS Insurance License.
Harold Lee

Co-Founder & Managing Principal
CPA, CFE
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Harold was Head of Family Office and Chief Investment Officer for the Chairman's Office of the Southpole Company LLC from 2016 to 2021. As a CPA, Certified Fraud Examiner and with extensive CFO and other Finance Executive experience in US multinationals in Asia and Australia including Philip Morris, Kraft General Foods and Coca Cola, helps clients in M&A, Forensic Accounting and Audit and other advisory services to Families, Business Owners, CEOs and CFOs.
Harold lives in Old Tappan, NJ with his wife Sunmee.