Transatlantique Private Wealth LLC

Transatlantique Private Wealth, LLC is an SEC-registered investment advisory firm established in December 2013, specializing in providing investment advisory services to high net worth individuals with international investment exposure. The firm is wholly owned by Banque Transatlantique S.A., a Paris-based bank specializing in private banking services and wealth management. Transatlantique Private Wealth manages approximately $676 million in Regulatory Assets Under Management, offering both non-discretionary and discretionary investment advisory services primarily to French expatriates in the United States and U.S. individuals with euro-denominated assets. The firm's investment advisory fee is negotiable and calculated quarterly based on a tiered structure. TPW provides tailored asset allocation plans, debt management advice, and currency risk management. Clients have a $300,000 portfolio minimum, and the firm does not participate in wrap fee programs. TPW may recommend sub-advisers for certain high-net-worth individuals and advises two commingled investment vehicles. The firm's investment philosophy includes a strategic allocation process based on thorough financial analysis and risk management practices. TPW does not charge performance-based fees and exercises discretionary authority for trading in client accounts. The firm does not vote on client securities proxies and has a sound financial condition. Clients receive regular performance reports and account statements from qualified custodians. TPW has a Code of Ethics to ensure compliance with legal and fiduciary obligations and does not engage in soft dollar business activities. The firm has arrangements for client referrals and other compensation, and clients are encouraged to review all financial information provided by the firm.