About us - Finance Service

Expatation Inc.

offer

customized

wealth

management

services

that

crosses

borders

expatation

offer

customized

wealth

management

services

that

crosses

borders

expatation

As a boutique consulting firm, we pride ourselves by offering high-value, specialist advice within the financial industry.

Our commitment

We believe that true wealth goes beyond just financial success. That’s why we’re committed to helping our clients achieve significance in their lives, by not only optimizing their wealth, but also by empowering them to make a positive impact in their communities and in the world.

Our holistic approach to wealth management takes into account not only our clients‘ financial goals, but also their values and beliefs, so that they can feel confident that their wealth is aligned with their broader life goals. Whether it’s through legacy consulting, tax optimization, or other wealth services, we’re here to help our clients move from success to significance.

What makes us different

Expatation Inc. is like no other. We take distinctive approach to serving our unique clients

Specialization

Our specialization guarantees tailor-made solutions to wealthy individuals and families. We exclusively focus on delivering services to this specific clientele.

Global Citizenship

Our clients have families, businesses and homes across many countries. We perceive them as natural entrepreneurs and innovators. It is our honor to serve them and further, share their values.

Global reach

We maintain a close relationship with our partners and use the network to always provide access to local insights, once needed.

Institutional caliber

The boutique consulting has close relationships to institutional investors. Therefore, our clients benefit from many similar resources and services.

Research insights

We stay at the forefront of disruptive ideas and reframe the future by asking new questions. Those insights are shared with our clientele as well as partner network, which enable us to be very flexible in our consulting approach.

Beyond borders

Through our unique infrastructure we are able to provide you access to an expert in every global region as well as global opportunities.

Our

philosophy

serve

the

worldly

and

the

wealthy

While our clients come from more than 40 countries and from many walks of life, they all have certain values and behaviors in common that transcend national borders. Being a boutique consultancy house, we are committed to staying at the forefront of innovative and disruptive ideas to better serve our clients. As global citizens ourselves, we understand the importance of connecting with like-minded individuals and exploring new opportunities across borders. Our focus is always upon you and the needs of your wealth while also creating a positive impact in the world, moving from success to significance.

What our clients say

We serve a very special community. Let’s hear what they say.

Being somebody, that left his former advisors for lack of consistency I was very careful with choosing my next advisor. The people that surround you define who you are, and the partners at Expatation fit in with a culture that cares about its clients.

HOSPITALY LEADER

The boutique consultancy has quality people and an infrastructure that has clearly made a priority in serving their clientele with laser sharp predictions.

WEALTH MANAGEMENT LEADER

Many competitors offer the same things, but no other consultancy has the level of detail and transparency. I strongly feel that they do care about me and my families priorities.

CEO OF A SOFTWARE COMPANY

Expatation always delivered on their promise. I highly appreciate their local expertise, especially when it comes to off-market solutions. Throughout their network you can connect with like-minded people.

REAL ESTATE ENTREPRENEUR