Wealth Management
We offer private wealth management services to high net worth individuals and families.
You need honest advice backed by years of experience to help you preserve and grow your wealth. We will help you formulate a simple and manageable financial plan so that you can live the life you want.
We will help you navigate the decisions on where to invest, how to make your money grow and how to keep it safe.
We are completely independent advisors, which means our advice is unbiased as we have access to multiple product suppliers, enabling us to choose the right solutions for your portfolio and individual needs.
Our services
Our services include but are not limited to estate planning, investment and retirement management, personal financial planning and coaching, risk protection and setting up offshore investments.
For a more tailored and holistic service, please see our Virtual Family Office solutions below.
What is a virtual family office?
A Virtual Family Office (VFO) is a modern approach to wealth management and financial oversight tailored for affluent individuals and families. A VFO operates remotely, leveraging digital tools and technology to deliver a wide array of financial services without the need for a physical presence. This innovative model allows families to access a network of specialized professionals, including financial advisors, investment managers, legal experts, and tax professionals, all working together seamlessly to optimize wealth preservation and growth. The virtual nature of a Family Office provides flexibility, cost-efficiency, and the ability to adapt rapidly to changes in the financial landscape, making it an attractive solution for individuals and families seeking personalized and scalable wealth management services.
All the professionals in one 'room'
Expert Collaboration: Through a VFO, clients can access a diverse team of experts across various financial disciplines, such as investment management, tax planning, legal matters, and more. This collaborative approach ensures comprehensive and well-rounded financial advice.
Global Access: Tap into a network of specialists and experts from anywhere in the world. This global access allows you to work with professionals who have expertise in specific areas, providing a broader range of options and insights.
Cost-Efficiency: Virtual Family Offices often offer cost savings compared to traditional family offices. By leveraging digital tools and operating remotely, there are reduced expenses related to maintaining physical office spaces, allowing for more budget-friendly services.
Flexibility: Virtual Family Offices provide flexibility in terms of service offerings and scalability. Clients can choose services that specifically meet their needs, and the virtual model allows for easy adjustments as financial circumstances change over time.
Customization: Virtual Family Offices can tailor their services to the unique needs and preferences of each client. This personalized approach ensures that the wealth management strategy aligns with the client's financial goals, risk tolerance, and values.
Adaptability: The virtual model allows for quick adaptation to changing market conditions and financial landscapes. This agility is crucial in responding to economic shifts, regulatory changes, or alterations in the client's personal circumstances.
Time-Saving: The virtual setup eliminates the need for in-person meetings and allows clients to engage with their financial team efficiently through digital communication channels. This can save time and enable more frequent and convenient interactions.