Matters of Record — United States
United States: Tax regime & Residency pathway
Weltweite Besteuerung; FATCA; Trust-Strukturen DE/WY/SD/NV.
Cities — New York City
New York City, United States
A city description is being prepared.
Offices & Counsel
Private Banks
3 curated entries
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Goldman Sachs Private Wealth Featured
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J.P. Morgan Private Bank Featured
Common questions
Before you write.
What is the typical minimum threshold?
Most private banks here require EUR 1–5 million in investable assets; boutique houses are sometimes flexible for entrepreneurial profiles.
Are foreign-residents accepted as clients?
Yes, with proper onboarding (CRS, source-of-funds documentation). Some banks specialise in non-resident wealth structures.
Is the bank secrecy still meaningful?
Bank secrecy in the classic sense ended with CRS; what remains is regulatory discretion and a strong professional confidentiality culture.
Are cryptocurrencies handled?
Capability varies — fewer banks here custody crypto directly; advisory is more common.
Begin a conversation.
A city is a beginning. The arrangements belong to a conversation.