Through our investment advisory service, we develop a balanced and diversified asset portfolio that achieves a defined purpose as set-out by the Family Office in consultation to all its family members. Unlike routine investment portfolios, the needs of family office — whether it is wealth preservation and transfer,philanthropic giving, legacy accumulation, or lifestyle maintenance — are discovered through focused workshops and one to one private discussions. With a customized plan for each objective, a full range of investment solutions are utilized to create a customized portfolio for you.
