As a Senior Director at EFG Capital Advisers in Los Angeles, Kyle Dunphy has developed an expertise in cross-border financial arrangements. With a Juris Doctor from Loyola Law School, Kyle Dunphy focuses on the challenges of managing the international assets of ultra-high-net-worth clients.
Cross-border financing is an emerging concern for wealthy families whose assets transcend national divisions. In an article for the California Bar Association, Mr. Dunphy stated that advisers in the United States should be ready to cooperate and communicate with overseas investment firms. Additionally, they should form teams within their firms to develop strategies that take into account international taxation and other regulations. Kyle Dunphy emphasizes the importance of having sophisticated software to facilitate these complex transactions.
Before signing on with EFG, Mr. Dunphy served as Senior Director at BNY Mellon Wealth Management in Los Angeles, where he advised affluent families and business owners on the complex issues associated with concentrated wealth. Kyle Dunphy also provided guidance on credit services, trust and estate strategies.
Mr. Dunphy's philanthropic interests include Doctors Without Borders, the Los Angeles Museum of Contemporary Art, and the Los Angeles County Museum of Art. Kyle enjoys snowboarding, skiing, mountain biking, and SCUBA diving and follows both Boston and LA based professional sports teams.
As a Senior Director at EFG Capital Advisers in Los Angeles, Kyle Dunphy has developed an expertise in cross-border financial arrangements.
EFG Capital Advisors
From March 2008
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