Wealth Management Strategy
SMART Wealth Management Group provides comprehensive wealth
management solutions to high networth investors and business families in the
areas of customized investment products, trust formation and management, tax,
health, estate and philanthropic planning. In this regard, SMART adopts a Theme
of 'Lifestyle, Freedom and Legacy'.
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SMART tailors
customized wealth management solutions based on initial confidential feedback
from the clients. Typically, clients are requested to complete a questionnaire,
based on which client's risk-return profile, consumption and life-time goals are
assessed, defined and incorporated into a Wealth Management Policy Statement (WMPS). We
normally do not accept a wealth management client of less than US$ 10 million
networth.
SMART's
Wealth Management Group often works with third-party solution providers both in
onshore and offshore centers to carry out a client's wealth management
objectives. To view a list of our business associates click on the
link below:-
Our Business Associates |
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