Jonathan Moritz is specialized in helping clients identify, trace, and recover unclaimed, lost, or inaccessible funds. Whether it’s dormant accounts, overlooked investments, legacy assets, or entitlements stuck in bureaucratic systems, he provides the expertise and network required to reclaim what's rightfully yours. The approach is thorough, discreet, and compliant with all relevant financial regulations — ensuring a smooth, transparent process from discovery to recovery.

Services Include:

• Cross-border investment structuring
  
• Currency hedging and conversion strategies
  
• Tax-aware planning
  
• Multi-country retreival solutions
  
• Coordination with local accountants/lawyers
  

“Don’t let geography complicate your wealth. Get clear, connected advice.”