Perform centralized management consulting and oversight of investments, tax planning, estate planning, and philanthropic planning.
Tax optimization and estate restructuring consulting. Our objective is to protect and grow the assets of our clients. This involves evaluating tax-favored investments, working with legal / tax / accounting advisors.
Using a systematic approach that makes it easier to report results and for investment consulting to be exercised in a specific way. Delegating the investment consulting to a competent manager will leave you free to focus on other important things for you.
We will help you determine the likely performance of an investment and its suitability. This is the key to any solid portfolio management strategy. Use a bottom-up investment analysis approach or top-down approach.
Consulting in transfer of a person’s wealth and assets after his or her death. Assets, life insurance, pensions, real estate, cars, personal belongings, and debts are all part of one’s estate.
In the face of unpredictable markets and increasingly stringent regulatory and legal constraints, it makes even more sense to partner with a strong partner.
