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Services

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'.  

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

 

For more information on our wealth management services contact us at  smartwmg@smartinternationalholdings.org.

 

 

Related Areas: Global Investment Strategy, Global Asset Allocation Strategy, Investment Products and Development

 

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