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Global Wealth Management Solutions
OUR PROCESS

Global Wealth Management Solutions

Assess

  • Identify client needs, opportunities and objectives
  • Inform client about overseas wealth management options
  • Check if client's global assets need special consideration
  • Define any vulnerabilities in existing arrangements
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Research

  • Consider the client’s unique financial situations and goals
  • Analyze findings and prepare wealth management strategies
  • Present the available options and value-add by the firm
  • Establish risk management protocols to safeguard client
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Implement

  • Provide client with a formal recommendation
  • Leverage partnerships for specialized solutions
  • Update clients regularly on portfolio performance
  • Provide strategic portfolio guidance
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Optimize

  • Conduct quarterly reviews with client
  • Review optimal asset allocation
  • Optimize distribution strategies
  • Provide specialized client support
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