Caroline Cefa

Senior Wealth Manager (Overseas Consultant) at Globaleye - South Boston, VA, US

Caroline Cefa's Colleagues at Globaleye
Yury Razumets

Director - Wealth Management

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Coleman Yip

Business Development Manager

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Sally Balsdon

Business Development Manager

Contact Sally Balsdon

Scott Mochar

Director - Technical Development (Pensions, Investments, Wealth Protection, VC & Private Equity)

Contact Scott Mochar

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Caroline Cefa's Contact Details
HQ
Location
United Arab Emirates
Company
Globaleye
Caroline Cefa's Company Details
Globaleye logo, Globaleye contact details

Globaleye

South Boston, VA, US • 250 - 499 Employees
Financial Services

Growing wealth only matters when there is something to grow for; and having wealth is only meaningful when there is a vibrant life enriched by it. For nearly three decades, we have met the advisory needs of HNW clients, and have seen that life finds meaning beyond wealth. Our international team of experts work alongside clients to provide investment management; tax planning strategies; high-value insurance cover; asset protection; succession and legacy planning. Collaborating with trusted legal teams, family offices, bankers and trustees, we meet the sophisticated needs of HNW clients while supplementing advisory offerings with our bespoke services.By considering all the eventualities of life, we ensure our clients have the liquidity solutions they need; the long-term growth they want to see; and the legacy security that offers lasting reassurance – all while staying tax efficient and discreet. Our work every day has always been for a greater tomorrow, delivering the best solutions to prominent families with whom we support today and for generations to come.

Financial Planning Insurance Inheritance and Tax Planning Pension transfers Investments Corporate Protection Employee Benefits Education Fee Planning Offshore Banking Wealth Management International Mortgages SIPPs QROPS Retirement Planning IFA
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Frequently Asked Questions about Caroline Cefa
Caroline Cefa currently works for Globaleye.
Caroline Cefa's role at Globaleye is Senior Wealth Manager (Overseas Consultant).
Caroline Cefa's email address is ***@globaleye.com. To view Caroline Cefa's full email address, please signup to ConnectPlex.
Caroline Cefa works in the Financial Services industry.
Caroline Cefa's colleagues at Globaleye are Zubair Imran, Yury Razumets, Coleman Yip, Kalana Hasanka, Oday Al-Khateeb, Sally Balsdon, Scott Mochar and others.
Caroline Cefa's phone number is
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