What We Do

Wealth Management

Prudent wealth management considers growing and safeguarding your wealth by assessing multiple account structures, legal protections, investments, and insurance plans. As stewards of your wealth, we design and cultivating a wealth management plan that meets your current objectives and adapts to inevitable changes – preserving your wealth over time, over generations, and across borders.

As an independent advisory firm, we are a true fiduciary with aligned interests and attention to detail. Our independence from financial product conglomerates also means we sit on your side of the negotiating table and make sense of complex issues. Our interests align with yours – we do better only when you do better.

Tax Planning & Preparation

Our in-house tax team, with extensive industry experience, is equipped to navigate the ever-changing global tax landscape. We approach complex tax issues with a thorough and practical mindset. With our wide-ranging capabilities, we cater to individual and corporate clients worldwide, directly engaging with local tax authorities across multiple continents.

Our personalized estate planning accounts for your specific goals and circumstances, incorporating tax considerations. We confidently handle the situations that you, your family, or your business may face in the estate planning process.

When dealing with expatriate clients, executives working abroad, and families with dual citizenship, estate planning becomes more intricate. We can collaborate with your existing financial team on specific estate planning matters or offer a comprehensive solution to safeguard and transfer your legacy from start to finish.

Investments

With a transparent and systematic approach, we tailor portfolios that align with clients’ unique needs and long-term investment objectives. Our dedicated asset management team utilizes consistent methodologies by employing a research-driven process aiming for results that investors can comprehend and adhere to, even in challenging market conditions.

We understand the significance of aligning your investment portfolio with your values and risk tolerance while contributing to the growth and preservation of your wealth. Our investment managers collaborate closely with financial and estate planners to ensure your goals and values stay harmonized.

Insurance

We provide comprehensive risk management strategies to protect you and your family in times of transition and across generations. Our experience and global footprint provide insurance planning solutions that are unique to you and integrated with your existing financial, wealth, and estate plans – allowing us to facilitate holistic planning for your family and your legacy.

Our in-house team provides life advisory, disability insurance, and long-term care advisory services catering to high-net-worth clients navigating complex planning issues.

Cross-Border

Created with the particular needs of Global Citizens in mind, we are intimately familiar with how working, living, and starting families abroad bring about unique complexities for taxes, investing, and estate planning.

Our advisors across Asia support individuals, families, and companies to solve cross-border wealth management challenges, allowing them to focus on the opportunities of being abroad rather than stress about the challenges. From transitional tax situations to long-term expatriate planning, our team works directly with local tax authorities and coordinates with your other providers.