Registered Investment Adviser
Your Embassy
on Wall Street
For international families, diplomats, and cross-border professionals navigating American capital markets.
Who We Serve
Clients Who Navigate Between Worlds
International Families & Family Offices
Comprehensive wealth management for global families seeking sophisticated cross-border strategies and multigenerational planning.
Learn More →Diplomatic & Embassy Officials
Specialized financial planning for diplomats navigating unique tax implications, treaty considerations, and cross-jurisdictional wealth structuring.
Learn More →Cross-Border Professionals & Entrepreneurs
Strategic financial planning for executives and entrepreneurs operating across borders, managing equity compensation, and building international wealth.
Learn More →Institutional Investors
Institutional-caliber investment management, reporting, and advisory services tailored to the governance needs of institutions and endowments.
Learn More →The 9D Difference
We serve a select group of clients who value depth of expertise, objectivity, and a genuine partnership approach to their financial lives.
Independent Advisory
As an independent firm, we are free from the conflicts of interest that plague larger institutions. No proprietary products, no corporate mandates — our advice is driven solely by what is best for you.
Fiduciary Standard
As a Registered Investment Adviser, we are legally and ethically bound to act in your best interest. This fiduciary duty is the foundation of every decision we make on your behalf.
Secure Custody
Your assets are held with SEI Private Trust Company — with over $1.2 trillion in assets under administration — providing institutional-grade protection and transparency.
Our Services
Institutional-grade financial solutions delivered with the attentiveness of a boutique practice — spanning 12 disciplines across wealth, tax, estate, and global advisory.
Wealth & Asset Management
Comprehensive Portfolio Oversight
Family Office Services
Unified Family Wealth Management
Tax Planning & Advisory
Preserving More of What You Earn
Legacy & Estate Planning
Securing Your Family's Future
Private Markets Access
Exclusive Investment Opportunities
Corporate Workplace Solutions
Executive Benefits & Equity Optimization
Outsourced CFO / Financial Controller
Strategic Financial Leadership On Demand
Insurance & Risk Management
Protecting What Matters Most
Global Presence
Your Embassy
on Wall Street
For international clients, navigating the complexities of U.S. financial markets requires a trusted local partner. 9D Capital serves as your dedicated presence on Wall Street — managing investments, coordinating with custodians, and ensuring seamless execution across borders.
Whether you are a family office in Shanghai, an entrepreneur in Riyadh, or an institution in London, we provide the expertise and access you need to invest with confidence in the world's largest capital market.
Connect With UsAsia Pacific
Serving families and entrepreneurs across Greater China, Southeast Asia, Japan, and beyond.
Middle East
Trusted partner for clients in Saudi Arabia, UAE, and the Gulf region.
Europe
Cross-border expertise for European families navigating U.S. capital markets.
Americas
Headquartered in New York, at the heart of global finance.
Our Process
How We Work
A disciplined, transparent process designed to align every decision with your long-term objectives.
Discovery & Consultation
We begin with a confidential conversation to understand your complete financial picture — your goals, concerns, family dynamics, tax situation, and what matters most to you.
Strategy Development
Our team develops a comprehensive, customized strategy that integrates investment management, tax planning, estate considerations, and risk mitigation into a cohesive plan.
Implementation & Execution
We execute your strategy with precision — opening accounts with SEI Private Trust Company, deploying capital thoughtfully, and coordinating with your existing advisors.
Ongoing Monitoring & Review
Your financial life evolves, and so does our strategy. We provide continuous portfolio monitoring, regular reviews, proactive tax-loss harvesting, and timely adjustments.
Ready to Experience
Exceptional Wealth Management?
Schedule a confidential consultation to discuss how 9D Capital can help you achieve your financial objectives with the attention and expertise you deserve.