Titan | Persona

Titan serves Heirs

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You’ve inherited wealth, responsibility, and choices. Titan helps you preserve, grow, and purposefully manage your legacy.

Heirs have a few key problems

Unclear asset structure

Complex tax exposure

Idle inherited cash

Lack of diversification post-inheritance

Here's how Titan can help

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Wealth Organization

Bring inherited assets, trusts, and accounts into one coordinated view for clarity and control.

Tax Optimization

Plan for estate, capital gains, and inheritance taxes with proactive strategies to protect long-term value.

Liquidity Strategy

Turn illiquid or legacy holdings into flexible capital through thoughtful divestment and reinvestment.

Advisory Support

Work with advisors who specialize in wealth transfers - helping you manage responsibility, family, and future planning.

Diversified Portfolio

Reinvest inherited holdings into a balanced, tax-efficient portfolio that aims to compound across generations.

The service expected on Wall Street—made seamless, available, and to-the-minute

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We are a full-service firm, handling high-stakes money situations for our clients

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Wealth managed from the palm
of your hand

We do the work for you. Keep tabs on your money from anywhere with a beautifully simple app

JOIN TITAN

Discover Why Titan

We'd love to work with you

BECOME A CLIENT

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Advisory services are provided by Titan Global Capital Management USA LLC ("Titan"), an investment adviser registered with the Securities and Exchange Commission (“SEC”). By using this website, you accept and agree to Titan’s Terms of Use and Privacy Policy. Titan’s investment advisory services are available only to residents of the United States in jurisdictions where Titan is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities or investment products. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections are purely hypothetical in nature and may not reflect actual or potential future performance; nor do they represent actual performance outcomes of a client. Please see Titan’s Interactive Performance Tool available at www.titan.com/historical-performance for important information and disclosures. Strategy holdings and other information provided are for illustrative purposes only and are not to be considered investment recommendations. The content on this website is for informational purposes only and does not constitute a comprehensive description of Titan’s investment advisory services. Any visuals of the in-app experience are for illustrative purposes only.

Please refer to Titan's Program Brochure for important additional information. Certain investments are not suitable for all investors. Before investing, you should consider your investment objectives and any fees charged by Titan. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested, including principal. Brokerage services are provided to Titan Clients by Titan Global Technologies LLC and Apex Clearing Corporation, both registered broker-dealers and members of FINRA/SIPC. For more information, visit our disclosures page. You may check the background of these firms by visiting FINRA's Broker Check.

Various Registered Investment Company products (“Third Party Funds”) offered by third party fund families and investment companies are made available on the platform. Before investing in such Third Party Funds you should consult the specific supplemental information available for each product. Please refer to Titan's Program Brochure for important additional information. Certain Third Party Funds that are available on Titan’s platform are interval funds. Investments in interval funds are highly speculative and subject to a lack of liquidity that is generally available in other types of investments. Actual investment return and principal value is likely to fluctuate and may depreciate in value when redeemed. Liquidity and distributions are not guaranteed, and are subject to availability at the discretion of the Third Party Fund.

The cash sweep program is made available in coordination with Apex Clearing Corporation through Titan Global Technologies LLC. Please visit www.titan.com/legal for applicable terms and conditions and important disclosures.

Investments with exposure to crypto assets are only suitable for investors who are willing to bear the risk of loss and experience sharp drawdowns, as they still carry inherent risk associated with cryptocurrencies. You are solely responsible for evaluating the merits and risks associated with the use of any information, materials, content, user content, or third party content provided before making any decisions based on such content. All investments carry risk, including the potential loss of principal. Investment growth is not guaranteed.

Titan’s concierge services are available exclusively to Titan clients, subject to availability and location, and are not guaranteed. Certain perks are subject to eligibility. Terms and conditions apply. Tax filing services via Titan Tax are offered by Column Tax. Titan does not provide tax advice, and Column Tax is not an affiliate of Titan. Terms apply, and details are available in Column Tax’s Terms of Use.

Any logos or mentions of other companies are for informational purposes only and do not imply affiliation or endorsement of Titan by these companies.

Information provided by Titan Support is for informational and general educational purposes only and is not investment or financial advice.

Contact Titan at support@titan.com. 508 LaGuardia Place NY, NY 10012.