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
