Private Wealth Management

Private wealth management is an investment advisory practice that consolidates financial planning, portfolio management and other financial services for individuals for solving or strengthening their financial situation and achieving financial goals with the help of a financial advisor.

 FINANCIAL PLANNING

 RETIREMENT PLANNING

  CAPITAL INVESTMENTS

  PRIVATE WEALTH MANAGEMENT

  EDUCATION PLANNING

  PLAN ‘B’ SAVINGS

  TRUSTS AND WILLS

Private Wealth Management

Private Wealth Management & Family Office

Private wealth management is an investment advisory practice that consolidates financial planning, portfolio management and other financial services for individuals for solving or strengthening their financial situation and achieving financial goals with the help of a financial advisor.

Who Needs Private Wealth Managers?

Many private individuals due to the lack of time, effort or knowledge and range spread of their assets, may request private wealth managers with significant experience to manage their finances in private.

HNWIs (high-net-worth individuals) have unique financial situations that require greater diligence and a higher degree of active and efficient management, with more holistic approach.

HNWIs can have issues with income taxes, estate planning, investment management and other legal issues that need more attention and specific expertise than traditional investment advisers are qualified to give.

Who Are Private Wealth Managers

Private wealth management services can be provided by brokerage houses, banks, independent financial advisors and family offices, who are focused on providing personalised service to their clients.

Their main objective is to manage and grow the assets of their clients to provide for future generations.

To provide the exhaustive wealth management plan for ultra-wealthy families requires a well-coordinated, mutual effort by a team of professionals from the investment, legal, insurance, estate, business and tax subjects to provide the scale of planning, advice and resources needed.

That’s why many wealthy families want more personalised approach to their finances via family offices, even with the additional cost.

What Are Family Offices?

Family offices are different from traditional wealth management as they offer a total outsourced solution to managing the financial and investment side of an affluent individual or family.

They can serve just a single family or a small number of ultra-high-net-worth families. Multifamily offices are more common as they allow the cost sharing among the clientele served.

Most family offices combine a wider range of services tailored to meet the needs of HNWIs: asset, cash, tax, risk management, financial planning, lifestyle management, charitable giving advice, concierge services and other integrated services to provide each family with the essential elements for addressing the primary issues it faces as it runs the intricate wealth management world.

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