Our clients tend to have high incomes, are well educated, and “self-made” through savings and sound financial decisions. They understand financial strategies and products, but prefer to spend their free time enjoying life, focusing on their families and careers, while entrusting the details to us.
Clients in Transition
Whether it be a rollover from an employee retirement plan, a recent divorce, or an inheritance, our transitional clients have found themselves newly responsible for the management of financial assets for the first time. These clients look to us as a trusted partner to guide them through the transition.
Radix serves as investment manager and/or as independent consultant for select institutional and corporate boards, trustees and trust protectors, non-profit foundations and endowments, funds, and pension plans.
Multi-Generational Family Wealth
Our clients have complex financial relationships that often require advanced planning and coordination between them. They have diverse investment and cash distribution needs, and may hold outside illiquid private investments such as real-estate, closely held businesses, and more.
As American expatriates ourselves, this naturally leads to expertise in the unique global tax and investment challenges faced by Americans living abroad. Under the Radix Financial umbrella, we operate both an SEC-registered investment advisory firm serving U.S. citizen and resident clients and a CIMA-registered firm which caters to the globally diverse population living and working in the Cayman Islands.
Please note that for non-US persons, resident in the Cayman Islands, Radix Financial Cayman, LLC is duly registered only to conduct securities and investment business with high-net-worth households and related entities. Defined as: (i) an individual whose net worth is at least CI $800,000 or its equivalent in any other currency; or (ii) any person that has total assets of not less than CI $4,000,000 or its equivalent in any other currency