Objective 1: Understand the needs of wealthy families

  • Comprehensive financial management & financial education for Asian family members
  • Integration of multiple financial disciplines to ensure optimal outcomes for strategic financial objectives
  • Coordination of advisors to achieve a common set of goals
  • Customized asset preservation & enhancement strategies for each family member
  • Financial oversight of assets designated for future generations
  • Risk management of family investment partnerships, directorships & fiduciary responsibilities
  • Consolidation of financial record keeping for efficient compliance & reporting
  • Support of personal & family philanthropic goals
  • Protection of family privacy & confidentiality
  • Preservation of family values