AldenRock

Extraordinary Service

We are committed to safeguarding our clients most valuable assets, while delivering bespoke solutions for ultrahigh net worth individuals and families, seeking to preserve and enhance Generational Wealth. Our focus extends beyond mere wealth creation; it revolves around the imperative of wealth preservation.

We foster enduring relationships founded on trust and comprehension. Our team members are attentive, accessible, and collaborate closely with clients to realize tailored solutions. Streamlined cooperation between entities is facilitated by dedicated individuals. We are committed to ensuring our clients' success and enabling our partners to triumph, one client at a time

Bank and Investment accounts in Mexico, US, Caribbean and Europe
Investment Management
Special Investment Vehicles
Custom ETFs and Financial Products
Private Investments
Debt Service
Trustee Services
Fund Administration
Brokerage Services
Insurance
Corporate Services
Concierge Client Services

Products

We focus on making good decisions, and we think you do too.

When we identify a promising market, our research team seeks out the best prospective partners among wealth managers in banking, portfolio management, stock brokerage, trading, and insurance. We talk to institutional investors, alternative managers, and to family offices for perspective and feedback, and very often, these are our best partners:

Banks adding a new division to offer comprehensive wealth management.
Broker dealers and private investment advisors focusing on premium services.
Portfolio managers covering multiple asset classes, in multiple currencies, in multiple jurisdictions.
Family offices seeking better investment ideas.
Liability traders and prop desks looking for new markets and hot products.
Insurance companies that need more than T-Bill yields to meet future obligations.

When we find the best prospective partners, we reach out to learn some more. We find partners with leadership that meshes with the AldenRock's ‘team’ attitude. We look for winners:

Chairmen focusing on strategy and legacy

The world is changing, our industry is consolidating, and margins are falling. We take action to focus on core competencies, and support higher margins. Do you?

CEOs putting strategy into practice

Wealth management has never been more complicated. The rules are harder, and the best people are more expensive. Simplifying complexity has never been more important. How are you doing it?

CIOs looking at the big picture