Sicart Associates

Sicart Associates is a unique team of seasoned investment professionals dedicated to guiding wealthy families and entrepreneurs in achieving their financial goals across generations. We believe in a personalized, holistic approach to wealth management, considering not just financial performance but also risk management, estate planning, and family dynamics.

Our Philosophy

We stand in stark contrast to the impersonal, mass-market approach to wealth management that has become prevalent in recent years. Our heritage lies in serving large families, and we understand the intricacies of preserving and growing wealth across generations. We believe in a collaborative approach that fosters open communication and close relationships with our clients, treating each family as individuals with unique needs and aspirations.

How We Invest

Our investment philosophy is guided by a disciplined, long-term approach that prioritizes risk management and capital preservation alongside pursuit of market growth. We utilize a diversified portfolio of assets across asset classes to mitigate market volatility and achieve sustainable returns.

Our Approach

We act as more than just financial advisors; we are trusted family guides, helping our clients navigate the complexities of wealth. We offer:

• Multi-generational perspective: With experience spanning across continents and generations, we understand the complexities of wealth transmission and preservation.
• Cultural sensitivity: Having worked with clients from diverse backgrounds, we appreciate and embrace different cultural contexts and communication styles.
• Holistic approach: Recognizing that wealth management is about more than just investments, we also address estate planning, risk mitigation, and family dynamics.
• Personalized service: Each client receives dedicated attention from experienced professionals who will become trusted confidants.

Our Team

Our team comprises seasoned investment professionals with proven track records and diverse expertise. We are fluent in multiple languages and comfortable navigating different cultural contexts. We are driven by a genuine desire to understand our clients' goals and provide solutions tailored to their unique circumstances.