Wealth Management Services
Wealth management is a high-level professional service we provide to high net wealth clients that require the full range of holistic advisory services including accounting, taxation strategies, financial, investment and personal risk management advice and products.
It is a consultative process with each client and we will provide input to the design and implementation of multiple solutions that suit the clients requirements.
It would include estate planning discussions and design of a Will and may include Testamentary Trust provisions.
All clients receive individual planning strategies in multiple areas to achieve a bespoke approach to wealth management.
The goal of wealth management is to sustain and grow long-term wealth.