Objective 3: Empower a planning team with resources to go beyond the traditional
Stamford Privee, is a wealth planning company that goes beyond the traditional scope of services in providing integrated advisory, planning & wealth management services to families with substantial assets.
By uniting a team of experienced planners & equipping them with the state-of-art technology, Stamford Privee can effectively & efficiently address a comprehensive array of issues stemming from the needs of the family & its individual members.
Not only are financial, legal, philanthropic, and relational needs addressed, but also the emotional, spiritual and social issues surrounding families of wealth.
This intense client orientation is in the tradition of the old line European private banks that attended to all aspects of managing a family's wealth, we believe we have and will continue to make a successful Asian model.
Thus, investment management services, estate planning & trusts, tax services & the like were all furnished through a centralized resource.
Along the same lines, Stamford Privee provided a central resource of coordinated & highly specialized personal services for families with extremely complex financial needs.