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DOMESTIC AND INTERNATIONAL WEALTH ADVISOR

Ernesto Cucalon

Financial Advisor

Luisa Muro

Portfolio Associate

Natalia Cucalon

Client Associate

PRIVATE BANKING – PERSONALIZED WEALTH MANAGEMENT

As financial advisors specializing in private banking, we offer a comprehensive and personalized wealth management service for high-net-worth individuals and families. Our services include: → Financial Strategy → Construction and oversight of global investment portfolios → Wealth structuring (trusts, foundations, holding companies) → International estate and tax planning → Access to exclusive financial products and capital preservation strategies All provided with a confidential, long-term approach focused on personalized advice aligned with each client’s goals and vision.

CORPORATE FINANCE

Helping international companies with capital increases and public or private offerings (outside the U.S.) .

INVESTMENT BANKING – STRATEGIC FINANCIAL SOLUTIONS

In the investment banking space, we advise clients with more complex financial needs, including family-owned businesses, foundations, and individuals with international structures. Our services include: → Asset restructuring and optimization of financial structures → Advisory for mergers, acquisitions, or business sales → Access to private investment opportunities and institutional capital → Structured financing advisory, private credit, or secured lending solutions → Succession planning and asset monetization strategies Our approach combines international experience, rigorous financial analysis, and deep knowledge of the global regulatory landscape.

INSURANCE

Developing complex insurance strategies for high net worth individuals, including private placement life insurance for wealth planning, asset management and estate planning.

FAMILY OFFICE

Helping ultra-high-net-worth families with wealth preservation, asset management, legacy planning and lifestyle management considerations.

LENDING

We offer margin loans and collateralized financing to maximize the liquidity of your investment portfolio. These credit options, secured by your account assets, provide access to funds without the need to sell your positions.

We provide comprehensive experience in financial advisory, life insurance, and stock market investments, offering our clients exceptional and personalized service, ensuring trust, security, and the best market opportunities.

The rankings were determined based on an evaluation process conducted by AdvisorHub. Financial Advisor did not pay a fee to AdvisorHub for placement on its rankings. This ranking is based on data collected from 12/31/2023 to 12/31/2024 to evaluate each Financial Advisor qualitatively. This ranking is not indicative of the Financial Advisor's future performance. For more information, see www.advisorhub.com/resources/rankings/

FREQUENTLY ASKED QUESTIONS

WIRE TRANSFER INSTRUCTIONS

Bank Name: Bank of New York Bank Address: 225 Liberty St, New York, NY 10286 ABA Number: 021000018 SWIFT Address: IRVTUS3N Beneficiary Account Name: Pershing LLC: Address: 1 Pershing Plz, Jersey City, NJ 07399 Beneficiary Account Number: 890-051238-5 Ultimate Beneficiary Account Name: Pls call us to give you that information Ultimate Beneficiary Account Number: Pls call us to give you that information

OUTGOING WIRE TRANSFER

1. Please send a signed letter of authorization including date, account name and number, also beneficiary details. 2. Please include an invoice that Support the wire instructions and payment concept. 3. Please send the wire instructions via email to our office before 12:00pm to process them the same day. 4. If the wire is above 50,000 USD a manager will call you to confirm the wire instructions

HOW DO I ACCESS MY ACCOUNT?

WHERE IS MY MONEY SAFEGUARDED?

BNY Mellon is the oldest bank in the U.S. Founded by Alexander Hamilton in 1784. Operating on the New York Stock Exchange (NYSE) under the symbol BK, BNY Mellon is a leading provider of financial services for institutions, corporations and individuals with high purchasing power. A team focused on clients around the world, providing top quality services related to asset and wealth management, asset maintenance, issuance services, clearing and treasury. BNY Mellon has offices in 35 countries on 6 continents with more than 52,200 employees worldwide. The company has US$33.3 billion in assets under custody and administration and US$1.9 billion in assets under management. Pershing, LLC, our clearing agent, is a wholly owned subsidiary of The Bank of New York Mellon and a member of the New York Stock Exchange (NYSE).

BNY at a glance

REFERENCE LETTER

- Letter should be addressed to a 3rd party. - We need the name/ title/ institution and email of the person who will be receiving the reference letter. - Please indicate if you want the entire account number and balance in the reference letter.

DEBIT CARD

How to activate the card - Once you receive your debit card you can activate it by accessing your account online or by calling the number on the back of the card. - Once online please go to TRANSACT/DEBIT CARD where you will find the ACTIVATE button and will be able to set up a PIN. Travel Notes When traveling please add travel notes indicating places and dates of travel: TRANSACT/ DEBIT CARD/ MANAGE CARD/TRAVEL NOTICE. When the card does not go through If you are trying to use the card and it does not go through, please check your email to see if you received an email to check if the transaction was valid or fraud. Fraud charges or lost card - If you lose your card or suspect that there is fraud you can go online to block the card TRANSACT/DEBIT CARD/MANAGE CARD/ LOST OR STOLEN CARD - If the charges are FRAUD, please call 1-855-874-5376 or 1-610-382-8380 internationally to report the charges and request a new card. You have 60 days to report a charge as fraud.

1441 Brickell Ave. Suite 1700

Miami, FL 33131

Securities Offered Through Bolton Global Capital, Inc. Member FINRA. SIPC

Advisory Services Offered Through

Bolton Global Asset Management, a SEC Registered Investment Advisor

Bolton Global Capital and Bolton Securities are not affiliated with BNY Mellon or Pershing, LLC.

State securities laws require that your Financial Representative be registered in the state in which you live. For this listing, please refer to the Broker Check Link provided.

Check the background of your financial professional or our broker-dealers and registered investment advisor on FINRA’s BrokerCheck. Bolton Global Capital, Bolton Global Asset Management and their financial professionals do not provide tax services. Copyright Bolton Global Capital, LLC a registered broker-dealer. For more information, visit https://finra.org or https://sipc.org. Copyright Bolton Securities Corporation, d/b/a Bolton Global Asset Management and other trade names, a federally registered investment advisor.

Click on the following LINK for copies of the firm’s Form ADV, Client Relationship Summary. Brokerage and Advisory Accounts Fee and Conflicts Disclosure and other important disclosure information.