Wealth
Management
Cash Flow Management The Strategic Advisors Charitable & Philanthropic Services
Estate
Planning Insurance
Services
Wealth Management
- Diagnosis of overall financial situation
- Defining the family’s investment objectives
- Tax-Efficient Strategies
- Establishing risk profile and developing risk mitigation
- Global asset allocation and investment strategy
- Administering and advising on banking relationships
- Opening Private bank accounts on behalf of the family
- Discretionary and non-discretionary mandates
Cash Flow Management
- Structuring assets and investments to aid tax planning
- Advice on ownership, management and distribution of assets
- Privacy and wealth protection structures
Charitable & Philanthropic Services
- Philanthropic planning
- Assistance and guidance in the establishment and administration of charities
- Technical advice on and operational management of charities
- Establishing grant-making foundations and trusts
- Preparing and presenting philanthropic initiatives
- Operating your own charitable structure for client participation
Estate Planning
- Wealth Transfer
- Minimize legal and probate issues with emphasis on asset protection
- Maximize value by reducing taxes and other expenses
- Beneficiary Mentoring
Insurance Services
- Evaluating a portfolio of insurances and implementing new insurance policies
- Renegotiating and amending existing policies
- Support with private placement life insurance as a wealth planning tool
- International personal liability insurance
- Insurance related to special assets, e.g., aircraft, yachts, art and the like