Who we serve
International desks assist U.S. private clients with overseas income or assets, non-U.S. persons with U.S. ties, and entities with multinational structures. Services are subject to eligibility, documentation, and regulatory requirements including OFAC screening and Chapter 3/4 withholding where applicable.
Common requests
- Incoming and outgoing international wires with compliant purpose-of-payment narratives
- Foreign currency drafts and conversion with disclosed spreads
- Coordination with custody and brokerage affiliates for cross-border investments
- W-8BEN, W-8BEN-E, and CRS/FATCA documentation refresh cycles
Hours & languages
Core desk hours follow U.S. Eastern Time with extended coverage for Asia–Pacific morning windows on select days. Interpreter services are available by advance request; verbal interpretation does not replace certified translations for legal agreements.