Proksch & Co.
Boston | London | Vienna | Singapore
trusted by families since 1902
At Proksch & Co we specialize in providing tailored financial solutions for high-net-worth individuals and families. Our experienced advisors understand the unique opportunities and challenges that come with significant wealth, and we are committed to helping you protect, grow, and transfer your assets across generations.
Experience the difference of a dedicated wealth advisory partner.
Contact us today to learn how we can help you achieve your financial goals and secure your family’s future.
Experience the strength and perspective of a dedicated UHNW advisory team, committed to your vision and values. Let us help you create a legacy that transcends generations.
Our Client Service
High Touch
Deep Engagement and Tailored Strategy
We offer a comprehensive suite of wealth management services, including:
- Investment Management: Customized portfolio strategies to meet your financial goals.
- Financial & Estate Planning: Secure your legacy with expert planning for the future.
- Tax Optimization: Minimize tax liabilities through strategic advice and planning.
- Asset Protection: Safeguard your wealth with robust risk management solutions.
- Philanthropy & Legacy Planning: Make a lasting impact with our guidance on charitable giving and legacy strategies.
- Family Office Services: Integrated management of your family’s financial affairs, from day-to-day administration to long-term strategy.
Our Client Team
Discreet
James Patel, CFP
Director of Wealth Planning
James is a trusted advisor to multi-generational families, providing highly personalized estate, tax, and legacy planning. His fiduciary mindset and collaborative spirit ensure that every clientʼs interests come first. James is dedicated to continuous learning, staying ahead of industry trends to deliver innovative, tailored solutions for complex wealth.
Tailored
Sarah Thompson, CFA
Chief Investment Strategist
With over 20 years of experience managing complex global portfolios, Sarah is renowned for her deep expertise in alternative investments and risk management. She is recognized for her honesty, discretion, and a proven track record of delivering exceptional results for UHNWI clients. Sarah leads our investment team with a holistic approach, ensuring every strategy aligns with your family’s legacy and values.
Chartered Financial Analyst® (CFA)
Specialist in global asset allocation, private equity, and impact investing
Known for clear communication and proactive client engageme
Expertise
Isabella Rossi, JD, LLM
Head of Family Office Services
Isabella brings legal acumen and a multidisciplinary perspective to managing the intricate affairs of ultra-high-net-worth families. With a background in international law and philanthropy, she provides discreet, comprehensive support across all aspects of wealth stewardship. Isabella’s proactive problem-solving and commitment to confidentiality make her a trusted partner for families with global interests.
Specialist in cross-border estate structuring and charitable foundations
Renowned for her discretion, trustworthiness, and holistic client care
Securing your legacy and achieving your family’s most ambitious goals.
Executive Board
Non Executive
Katlin Croy-Dulmen
Katlin is a non executive director of Proksch & Co. With an accomplished career spanning private equity, venture capital, and family office leadership, Katlin brings a unique breadth of experience and strategic insight to the board.
In addition to being a director of Proksch & Co, Katlin currently serves on the boards of several prominent private equity, venture capital, and family office businesses, where she provides governance oversight and strategic direction. Katlin is recognized for her ability to bridge the worlds of institutional investment and bespoke wealth management, advising on capital deployment, portfolio strategy, and long-term value creation for complex, multi-generational clients.
CEO
Paul F. Cashman
Paul Cashman is a globally recognized advisory leader with over three decades of experience spanning the US, Europe, and Asia. As CEO Paul has successfully guided portfolio strategy for client organizations across industries, with a particular focus on life sciences, healthcare, and financial markets.
Paul’s career includes senior roles at some of the world’s top advisory firms, including Odgers Berndtson, Heidrick & Struggles, and Korn Ferry, where he led global practices and delivered outstanding results for clients with exacting specifications and tight deadlines. He has also served as Chief Operating Officer at LifeSci Partners, overseeing global consulting services in investor relations, public relations, and capital markets advisory,.
In addition to his role as CEO Paul is an Advisory Board Member at CapitalConnect and a Non-Executive Director for a healthcare data analytics start-up in Washington, DC. He is fluent in French and is known for his international perspective, having worked extensively in London, New York, Paris, Copenhagen, Geneva, Dubai, and China.
Paul holds a Master of Science in Economics from the University of London (Queen Mary College), a Bachelor of Arts in Economics & French from Keele University, and has completed further studies at Bayes Business School and Université Nice Sophia Antipolis.
Chair
Alexander von Paar
With over 40 years of experience in wealth management, private banking, and strategic advisory, Xander brings a wealth of expertise and a proven track record of guiding both individuals and family offices through the complexities of wealth preservation, succession planning, and international investment.
Xander is also the major shareholder in Proksch & Co.