At WhiteLake we have the expertise to prepare you for and guide you through your financial moments that matter, putting you in control and helping you get what you want out of life. Here you’ll find a partner who’s engaged and invested in you, your family and your life; a place where you’re not just an account number, but someone who matters; and a firm populated by highly credentialed advisors, investment professionals, private bankers and specialists.
You've prospered by trusting your instincts and challenging yourself. You want to be guided. You want expert advice without giving up control. And you want to be certain your interests are well represented. At WhiteLake we help you look beyond the portfolio—taking time to learn your needs, wants and aspirations so you are prepared for whatever life brings.
Asset Management is the most major activity of WhiteLake. Our professional team and international experience ensure the effectiveness of proposed solutions, whether you are an individual, or a large corporation.Tell Me More
Management consulting services help you to retain full control over your portfolios while implementing their own investment decisions. Our Investment Advisors provide you with expert opinions.Tell Me More