Rachelle El-Khoury

EMPATHETIC, COMMUNICATIVE, SOLUTION-ORIENTED.

Rachelle understands that financial decisions are deeply personal, and she approaches each client relationship with care, insight, and a commitment to long-term success. With a background in financial analysis, assurance, and business banking, she brings a wealth of expertise to ultra-high-net-worth families navigating complex financial landscapes.

As a trusted advisor to multigenerational families, Rachelle provides guidance tailored to their unique financial needs, working seamlessly with internal specialists and external advisors to create solutions that align with each family’s priorities, ensuring their legacy is protected and goals are achieved.

What makes Rachelle stand out is her ability to bring clarity to complexity. She listens, anticipates needs, and communicates with warmth and transparency, making financial decisions easier and more empowering for the families she supports. Her personalized, client-first approach is at the heart of everything she does.