There is no magic formula in allocating assets and managing wealth. However, high net worth individuals and families can benefit from having holistic approaches, in which one expert or a team of professionals coordinates all advisory services from a wide range of disciplines needed to manage their money and plan, for their own or their family’s current and future needs.
At ASART, we combine a wide range of financial and strategic disciplines (i.e. divestment, investment, retirement planning, estate planning, insurance, banking services, philanthropic activities, accounting & tax services, legal) available in the market to analyze benefits and risks and tailor optimal master plans that match the complex mix of need and wish of affluent clients. We go further than just investment advice but encompass all part of a person’s or family’s life to ensure their stories are well preserved and possibly enhanced.
Affluent individuals and families come to us for services on family-owned business structuring and planning, succession and estate planning, and investment portfolio management.
Check out our capability and credentials here.
Contact us here.