Transatlantique Private Wealth LLC logo

Transatlantique Private Wealth LLC

Updated today

Client assets under management

$862,745,499

Clients

411

84% high-net worth

Advisors

9

of 11 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

46

Low

Average account size

$2,099,137

About

Transatlantique Private Wealth, LLC provides discretionary and non‑discretionary investment advisory services primarily to high‑net‑worth individuals, family offices, trusts, and similar entities, with a stated focus on French expatriates in the United States and U.S. persons holding euro‑denominated assets and property. Its services include asset allocation and portfolio construction, currency and debt management, assistance with long‑term project funding, and the option to allocate portions of portfolios to sub‑advisers or outside managers; the firm does not provide standalone financial planning or tax preparation.

The firm’s investment process is suitability‑driven and centers on a strategic allocation developed from macroeconomic and thematic research produced by affiliated European research teams, combined with fundamental and technical analysis to construct and monitor portfolios. TPW implements portfolios through direct management, exchange‑traded products, or recommended independent managers, with ongoing monitoring, reporting, and an account minimum for new strategies.

TPW is wholly owned by Banque Transatlantique and explicitly leverages affiliated entities — including Dubly Transatlantique Gestion and Banque Transatlantique’s custodial arms in France, Luxembourg and Belgium — for research, custodial services, and product access, and it uses an affiliated broker‑dealer, CIC Market Solutions, for most European executions. The brochure also documents the firm’s prior involvement with commingled/private fund vehicles and its use of affiliated asset‑management capabilities for pooled investments, and it discloses that TPW does not charge performance‑based fees, distinguishing its operating model from many U.S. team advisers.

Client services

Portfolio management Selection of other advisers

Expertise

Cross-border / expatriate tax planning Debt management ESG / Sustainable investing Wealth management

Occupation focus

Founder/Business Owner

Demographic focus

Expats

Fee options

Percentage

$0 - $1,000,000: 1.20% annually (0.30% per quarter) $1,000,001 - $2,500,000: 1.00% annually (0.25% per quarter) $2,500,001 - $5,000,000: 0.75% annually (0.1875% per quarter) $5,000,001 - $10,000,000: 0.50% annually (0.125% per quarter)

Other

Account minimum: $300,000 Fee-only: Negotiable advisory fees, maximum 3% of AUM; calculated quarterly in arrears; no performance-based fees

Main office location

Transatlantique Private Wealth LLC

520 Madison Avenue, 37 Th Floor

New York NY 10022, United States

Number of offices

3

Most active in

California · Florida · Illinois · Louisiana · Massachusetts · New Hampshire · New Jersey · New York · Pennsylvania · Texas · Utah · Vermont · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Benjamin R

Series 65

Boston, MA

Transatlantique Private Wealth LLC

Benjamin Robinot is a financial advisor at Transatlantique Private Wealth LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Transatlantique since 2024, following a decade at 360 Advisory LLC. Robinot is a non-operating partner at Three Sixty Advisory LLP in the UK and a minority shareholder in Orfi Capital Ltd, an asset management firm based in Hong Kong. Transatlantique Private Wealth LLC provides discretionary and non-discretionary investment advisory and asset allocation services primarily to high-net-worth individuals, family offices, trusts, and expatriates, with a focus on French expatriates in the U.S. The firm uses a customized asset allocation approach informed by European research teams and offers access to commingled funds and affiliated custodial and execution services.

Cross-border / expatriate tax planning Debt management ESG / Sustainable investing Wealth management Founder/Business Owner Expats
user avatar

William L

Series 65

New York, NY

Transatlantique Private Wealth LLC

William Levesque is a financial advisor at Transatlantique Private Wealth LLC in New York, NY, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Fleet Fleet, JackRabbit, Bank of The West - BNP Paribas, and ISTEC Business School. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory and asset allocation services primarily to high-net-worth individuals, family offices, trusts, and expatriates, with a focus on French expatriates in the United States and U.S. persons holding euro-denominated assets. The firm’s investment approach combines top-down macro analysis with bottom-up fundamental and technical analysis, supported by affiliated European research teams.

Cross-border / expatriate tax planning Debt management ESG / Sustainable investing Wealth management Founder/Business Owner Expats
user avatar

Jerome K

Series 65

New York, NY

Transatlantique Private Wealth LLC

Jerome Khaski is a financial advisor at Transatlantique Private Wealth LLC in New York, NY, holding a Series 65 designation with 10 years of industry experience. He has been with Transatlantique Private Wealth since 2015. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory and asset allocation services primarily to high-net-worth individuals, family offices, trusts, and expatriates, with a focus on French expatriates in the United States and U.S. persons holding euro-denominated assets. The firm employs a customized asset allocation approach informed by European research teams and combines macroeconomic, fundamental, and technical analysis to manage portfolios.

Cross-border / expatriate tax planning Debt management ESG / Sustainable investing Wealth management Founder/Business Owner Expats
user avatar

Antoine P

Series 63, Series 65

San Francisco, CA

Transatlantique Private Wealth LLC

Antoine Piron is a financial advisor at Transatlantique Private Wealth LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Quasar Distributors, LLC and Osterweis Capital. He has been with Transatlantique Private Wealth since 2019. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory and asset allocation services primarily to high-net-worth individuals, family offices, trusts, and expatriates, focusing on French expatriates in the United States and U.S. persons holding euro-denominated assets. The firm’s investment approach combines top-down macro analysis with bottom-up fundamental and technical analysis, supported by affiliated European research teams.

Cross-border / expatriate tax planning Debt management ESG / Sustainable investing Wealth management Founder/Business Owner Expats
user avatar

Louiza F

CFA®

New York, NY

Transatlantique Private Wealth LLC

Louiza Ferrara is a CFA® charterholder with five years of industry experience, currently serving at Transatlantique Private Wealth LLC since 2020. Prior to this, she worked for nine years at Fourpoints Asset Management, Inc. Transatlantique Private Wealth, LLC provides discretionary and non-discretionary investment advisory and asset allocation services primarily to high-net-worth individuals, family offices, trusts, and expatriates, with a focus on French expatriates in the United States and U.S. persons holding euro-denominated assets. The firm’s investment approach combines top-down macro analysis with bottom-up fundamental and technical analysis, supported by affiliated European research teams.

Cross-border / expatriate tax planning Debt management ESG / Sustainable investing Wealth management Founder/Business Owner Expats
user avatar

Hugo G

Series 65

New York, NY

Transatlantique Private Wealth LLC

Hugo Gozlan is a financial advisor with Transatlantique Private Wealth LLC, holding a Series 65 designation and two years of industry experience. His work history includes multiple roles at Banque Transatlantique and involvement with PSL University. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, family offices, trusts, and expatriates, with a focus on French expatriates in the United States and U.S. persons holding euro-denominated assets. The firm’s approach combines top-down macro analysis with bottom-up fundamental and technical analysis, supported by affiliated European research teams and a structure enabling cross-border custody and European trade execution.

Cross-border / expatriate tax planning Debt management ESG / Sustainable investing Wealth management Founder/Business Owner Expats
user avatar

Xavier V

Series 65

New York, NY

Transatlantique Private Wealth LLC

Xavier Volatier is a financial advisor at Transatlantique Private Wealth LLC in New York, NY, holding a Series 65 credential and bringing eight years of industry experience. He has worked at Transatlantique Private Wealth since 2017 and previously spent eight years at CIC LB. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, family offices, trusts, and expatriates, with a focus on French expatriates in the United States and U.S. persons holding euro-denominated assets. The firm’s investment approach combines top-down macro analysis with bottom-up fundamental and technical analysis, supported by affiliated European research teams and cross-border custody and execution capabilities.

Cross-border / expatriate tax planning Debt management ESG / Sustainable investing Wealth management Founder/Business Owner Expats
user avatar

Michael A

Series 65

Boston, MA

Transatlantique Private Wealth LLC

Michael Audrain is a Series 65-licensed advisor with Transatlantique Private Wealth LLC, based in Boston, MA. He has six years of industry experience, including seven years at Transatlantique and twelve years at Banque Transatlantique UK. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory and asset allocation services primarily to high-net-worth individuals, family offices, trusts, and expatriates, with a particular focus on French expatriates in the United States and U.S. persons holding euro-denominated assets. The firm’s investment approach combines top-down macro analysis with bottom-up fundamental and technical research, supported by affiliated European teams, and offers tailored portfolio construction alongside access to private commingled funds.

Cross-border / expatriate tax planning Debt management ESG / Sustainable investing Wealth management Founder/Business Owner Expats
user avatar

Thomas W

Series 65

New York, NY

Transatlantique Private Wealth LLC

Thomas Wopat Moreau is a financial advisor at Transatlantique Private Wealth LLC in New York, NY, holding a Series 65 designation with five years of industry experience. He previously worked at FOURPOINTS Asset Management, Inc. for six years before joining Transatlantique Private Wealth in 2020. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory and asset allocation services primarily to high-net-worth individuals, family offices, trusts, and expatriates, with a focus on French expatriates in the United States and U.S. persons holding euro-denominated assets. The firm’s investment approach combines top-down macro analysis with bottom-up fundamental and technical analysis, supported by affiliated European research teams and a structure that facilitates cross-border custody and European trade execution.

Cross-border / expatriate tax planning Debt management ESG / Sustainable investing Wealth management Founder/Business Owner Expats
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