TRUE WEALTH CONCEPTS & STRATEGIES
It amazes us how almost every investment firm located anywhere globally focuses solely on one's Investment Portfolio. Diversifying within different asset classes in different sectors and selecting the appropriate mix of securities. All geared towards generating the best possible rate of return on your capital based on your particular set of unique circumstances and accepted level of risk.
It is no denying that this is a very important part of the overall process of one's wealth and accumulation of such, but it is only one component.
In order to steward one's personal, family and business wealth requires strategic thinking planning and implementation from various facets of all things related to Financial, money, taxation, trust, wills and estate planning, private banking and personal lifestyle.
There was a time when private banking truly fulfilled this need. Perhaps as little as two decades ago, certain global Private Bank institutions provided a really unique hands-on solution for the ultra-wealthy. Even these firms today, are less about overall wealth planning with strategy and implementation and are more focussed on one's Investment Portfolio.
More recently, the concept of the family office has grown in popularity. Initially, it appeared to pick up from private banking and provide that level of planning solutions for developing, acquiring, maintaining and transferring one's wealth. While there are some outstanding family office providers globally, these are generally geared towards the ultra-wealthy that require an initial deposit of it accepts of five million dollars USD.
Wealth Concepts LLP is a collective of individuals with various expertise in various facets of financial and wealth planning and implementation. These are solutions that are customized and unique for each individual and family based on their set of circumstances.
What is the definition of wealth? There is no set dollar amount and in fact, can be anything greater than zero.
While most of our Solutions and strategies may be better suited towards those individuals and Families who have moderate to high wealth, our practice provides support and assistance to just about anyone requiring it.
If you're looking for a Fresh Approach to the overall financial well-being of yourself, your family or your business, wealth Concepts might be what you've always been looking for.
It is no denying that this is a very important part of the overall process of one's wealth and accumulation of such, but it is only one component.
In order to steward one's personal, family and business wealth requires strategic thinking planning and implementation from various facets of all things related to Financial, money, taxation, trust, wills and estate planning, private banking and personal lifestyle.
There was a time when private banking truly fulfilled this need. Perhaps as little as two decades ago, certain global Private Bank institutions provided a really unique hands-on solution for the ultra-wealthy. Even these firms today, are less about overall wealth planning with strategy and implementation and are more focussed on one's Investment Portfolio.
More recently, the concept of the family office has grown in popularity. Initially, it appeared to pick up from private banking and provide that level of planning solutions for developing, acquiring, maintaining and transferring one's wealth. While there are some outstanding family office providers globally, these are generally geared towards the ultra-wealthy that require an initial deposit of it accepts of five million dollars USD.
Wealth Concepts LLP is a collective of individuals with various expertise in various facets of financial and wealth planning and implementation. These are solutions that are customized and unique for each individual and family based on their set of circumstances.
What is the definition of wealth? There is no set dollar amount and in fact, can be anything greater than zero.
While most of our Solutions and strategies may be better suited towards those individuals and Families who have moderate to high wealth, our practice provides support and assistance to just about anyone requiring it.
If you're looking for a Fresh Approach to the overall financial well-being of yourself, your family or your business, wealth Concepts might be what you've always been looking for.
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