How we help \ Estate, Legacy and Succession Planning

The journey towards Wise Wealth

The relationship process

01

Explore

  • Understand the client family
  • Establish risk appetite
  • Areas of activity, interest and concern

02

Discover

  • Map risk profile
  • Individually profile lifestyle needs and mindset towards wealth

03

Categorise needs

  • One time/ Ongoing
  • Financial assets/ Other asset classes
  • Off-the shelf solutions/ Customised solutions

04

Onboarding

  • Frame Family Investment Philosophy
  • Introduce experts for specific needs
  • Scope out the immediate Plan

05

Ongoing execution

  • Detailed project plan
  • Specialist roles & responsibilities
  • Working out milestones & reporting formats

The Quality Control Process

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Monthly/Quarterly review

Every account overseen by the promoters/partners

Senior client partner available on call

Promoters adorning the role of senior client partner for key families

Every service manager accessible to the client when required

Maker & checker at every stage of delivery process