Value Added Services
Cross Country Planning
Optimize Total Tax outlay, improve compliance, simplify transfer and management of Global assets.
Insurance & Risk Management
Protect part, current and future wealth and ensure enough liquidity for meeting any emergency, liability or life goals.
Strategy & Planning
Articulate why, what, when, how, when, in whose name, where to invest to keep investments in check and life on track to achieve goals
Tax & Efficiency
Reduce Effective tax rate for the family, improve tax compliance and bring peace of mind.
Financial / Investment Decisions
Make informed Investments and Financial Life decisions to optimize return and avoid any surprises.
Investment Management
Continuously strive to Increase Risk Adjusted After Tax Return.
Family Governance
Maintain cohesive trusting relationships as colleagues in business and as family members at home.
Documentation & Compliance
Ensure Total, quick and smooth transition of assets in compliance with various laws.
Will & Estate
Sustain wealth for multiple generation as well as giving back to society or supporting a noble cause.