Welcome to O’Sullivan Wealth Management
My team and I provide wealth management services to high-net-worth families, with a particular focus on families having a multi-jurisdictional footprint.
These families may have multiple citizenships, residencies, or assets in various locations. We help these families with investment management as well as planning strategies. There is a particular focus on families with exposure to the US, whether through citizenship or green cards, IRS reporting requirements, owning US property, or US estate tax exposure. This encompasses a surprisingly large spectrum of families.
We provide a team of experts approach, drawing upon the resources of individuals and teams who are specialists in their areas of practice. These various internal or external specialists provide tax, legal, financial planning, estate planning, insurance services and more. Each of these specialist teams also has multi-jurisdictional experience. We draw upon these specialists as required for each unique family’s situation.
Our wealth management process has four steps, each of which can be reached by clicking on the respective link below:
As you can appreciate, beginning this journey will often lead to an expanding conversation that touches on additional topics. My team of experts and I have travelled this path and are well acquainted with the many twists and turns that life can bring.
Together, our objective is to simplify the complexity of your life.
Please feel free to explore my website, and I look forward to learning more about you, and your family’s story.
