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WEALTH MANAGEMENT

E. J. McKay’s Wealth Management practice provides tailored solutions to high-net worth families and individuals. Our independence and international reach allow us to provide our clients with unbiased advice, the best global practices, and a worldwide platform to accomplish their financial and personal objectives.

Our clients benefit from the same entrepreneurial spirit, financial expertise, international relationships, and analytic rigor that drive our corporate advisory services. Through our discretion and commitment, we help our clients create wealth, preserve wealth, and build a legacy from one generation to the next.

ASSET ALLOCATION

Our clients have large, complex, and international wealth structures. At E. J. McKay, we work with our clients to develop the optimal asset allocation based on their unique short-term and long-term objectives, risk profiles, and tax and legal considerations.