High Net Worth Wealth Management

Experience our personalised high-net-worth wealth management designed specifically to protect, grow, and manage your assets. We are here to help you to fulfil your financial dreams and secure your future.

We Can Help You to Realise Your Vision Because

We understand that taking care of your money is really important for you, especially if you have a lot. Besides, if you have too many assets and complicated finances, you need to have a good plan. Therefore, in this case, our wealth management for high-net-worth individuals helps you to protect, grow, and manage your money well.

Besides, as we mentioned before, our services are specially made for those who have significant assets. Therefore, we can efficiently understand the unique challenges and opportunities that you are facing with managing substantial wealth.

We take a significant approach with our high-net-worth individuals wealth management services to ensure all aspects of your financial life are covered. In fact, after understanding your priorities and goals, we create a customised plan based on your vision for the future.

Our Financial Planning Process

Our ethos is to focus on understanding clients’ financial needs holistically, not merely to sell investment products. We listen to what you hope to achieve with your money, and look at what your current financial situation is. Then we build you a plan to reach those long-term goals.

We have a formula for our financial planning process:

1

Discovery Interview

We first assess your financial position by getting to know you, your goals and your current financial position.

2

Data Gathering

Next, we make sure we have a complete picture of your financial world and may ask for additional investment statements, insurance policies, tax and legal documents. We are always looking to identify gaps and redundancies in our clients' finances, and with our holistic approach, we often find opportunities to do more with less.

3

Plan Analysis & Development

We bring your unique data to our team and analyse how different recommendations and strategies apply to your financial picture. By pulling from various internal and external resources, we leverage our extensive experience and expertise to provide you with the best outcome.

4

Plan Presentation & Delivery

After developing a comprehensive plan, we educate you on the "why" behind the "what" before presenting our recommendations. We want you to understand your finances in your terms.

5

Plan Implementation

We help you take action and implement our recommendations. Our platform allows us the freedom to offer our clients a wide range of investments and protection strategies from a plethora of industry leading companies. Being fully licensed makes it possible to act in a fiduciary capacity throughout our planning and investment advisory relationships.

6

Monitor & Update

Finally, we don't disappear. We have a robust service model that means we periodically sit down and reevaluate your goals and finances and we continue to monitor and adjust your finances as you progress through life. As the world evolves around all of us, our goal is to continue to earn your trust and your business for decades and generations to come.

We would like to inform you that our investment planning is at the core of what we do. Every time, we carefully analyse your financial situation and after that, we design a plan for high net worth wealth management as per your needs. Besides, as we know the current market trends well, we can adjust your investments as needed for maximum return on wealth management for high-net-worth individuals while managing risk.

Tax strategies are another important factor in wealth management for high-net-worth individuals. We help you with complicated tax laws to minimise your tax burden. However, our goal is to keep more of your money working for you and your future generations.

What our clients say

"Expat Wealth At Work helped me out. They are extremely helpful and have an amazing ability to explain complicated finances in layman's terms so that even I can fully comprehend them. Despite the fact that there was a 7-hour time difference between us, they also went out of their way to accommodate me at meetings that matched my schedule. Highly recommended."

"I have known Expat Wealth At Work for a few years now and in that time they have provided exceptional guidance that significantly improved my financial outlook. Their in-depth knowledge and personalised approach demonstrated a genuine commitment to understanding my unique financial goals. Their insightful advice not only optimized my investment portfolio but also enhanced my overall financial well-being, earning my trust and confidence in their expertise."

"I'm glad to have contacted Expat Wealth At Work for help with my financials for exiting Hong Kong. They are very professional and knowledgeable. I really appreciate the honest and transparent financial advice that they provided me. I didn't feel stressed in any way to taking on any of their financial solutions. On the operational side, they keep their eyes on the ball to ensure timely execution. Thank you so much!"

Most frequent questions and answers

How do you help to grow my wealth?

We always design customised high-net-worth wealth management investment strategies as per your financial situation. We monitor market trends and then adjust your investments to maximise your returns.

How do you reduce my tax liability?

At the very beginning, we simply use better tax plans that take advantage of deductions, credits, and other tax-saving opportunities. However, our aim is to reduce your tax loads and make more money work for you for better wealth management for high-net-worth individuals just like you.

Contact Us

Contact is the foundation of everything we do. We specialise in assisting expatriates and HNWIs in achieving their financial objectives while also facilitating growth and effective management of their wealth.

Email Us

hello@expatwealthatwork.com