Your Curated Life Plan
"What Makes You" — We take time to understand and get to know you. Your financial goals, personal values, family and business needs. Understanding your financial blueprint allows us to better design a wealth journey that gives you your ideal experience while reaching the end destination.
"Journey With You" — We curate a personalized plan in this journey just for you and seek to enhance it as your phases of life evolved along the way. We strongly believe that there is no best strategy but only better strategy for each individual. From asset allocation to risk mitigation, we focus on getting the most out of the current market conditions. We constantly seek open communication with you to understand your thoughts, emotions and preference in this wealth journey with us.
"Built To Last" — We believe in a heathy long-term relationship with our clients and in all things that we do, we always have the end goal in our mind. Executing our strategy & managing your assets to reach your financial goals are our utmost goal. In the journey of attaining greater material success, we seek to encompass fulfilment, meaning and purpose in our relationship with you.
Our Dedicated Team Of Expertise
Collaborating with our many partners expand our investment network, broaden our perspectives as well as complement our competencies. We cannot and do not implement all these solutions all by ourselves, instead, we work with external fund managers, service providers, community organizations as well as trustee firms to serve our client's needs and goals. With an internal team of client advisors that share a genuine desire to better the client's wealth journey, we become your one point of contact.
Our Bespoke Service
A tailored suit is meticulously crafted to embrace the individuality and style of its wearer. Each stitch and seam are carefully curated to elevate it beyond mere attire; it is a statement of personal expression, refinement, and confidence.
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Much like a tailored suit, life planning is not a one-size-fits-all endeavor. It is about embracing the unique nature of each individual's life situation and preferences. Our approach is tailored. We pay attention to your individual 'measurements' to craft, considering every stitch, fold, and details - the intricacies of life,
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We believe this is the kind of experience and curated strategy that affluent clients like you deserve.
(1) "Anchor Stitching" - Secured threads
Nobody likes loose threads. It poses a potential risk of fabrics falling apart.
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In this wealth journey, we look out in great detail for loose threads (hidden risks) that may abound so as to reduce the chance of any loss from unpleasant events. For affluent individuals, a comprehensive study of your personal, family and businesses are essential to design a plan to preserve your wealth as well as to eliminate any unwanted financial exposure.
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(2) "Embellishment" - Enhanced with decorations
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Just as most would adorn embellishments to enhance visual appeal, we believe in adding thoughtful touches to optimize all aspects of your life.
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Your wealth journey is an intricate tapestry where we tailor solutions towards your financial growth, fortify family legacies and contribute meaningfully to both personal and societal well being.
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(3) "Heming" - A neat finishing
A good tailored suit is one where subsequent stitches hold firmly without unraveling, providing stability to the overall fabric.
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Great wealth does sometimes come with great complexity. For affluent individuals, the greatest thing one can leave behind after death is always a legacy that can be passed down from generations to generations without dispute and ensured fairness. Making a lasting positive impact for our family as well as the society.
Frequently Asked Questions
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I already have Private Bankers managing my assets, why do I need you?
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I already have advisors managing my assets, why do I need you?
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