THE FAMILY
OFFICE
Creating Wealth is an art, and at Wealthfusion, we are exceptional artists. Our team of internationally renowned Wealth Managers is here to work with you to understand your aims and aspirations, and to help translate them into financial solutions that work for you and your family.
Approaching decisions about your family’s money is a significant aspect that impacts your present as much as your future. We are here to not only help you with your finances, but to truly understand and share your values and commitments, nurture relationships and create a spectacular roadmap to take you on.
At Wealthfusion we are conceptually a real Family Office, embedded with rich traditions reminiscent of the Old Private Banker, but infused with fresh, creative and bold new ideas. In fact, we are the only Family Office that offers the full spectrum of services, and a well-defined business model centered around our clients. This means we are purposefully 100% owned by the families we work with.
Our Wealth Managers will align with you to create a multi-generation framework to manage your family’s wealth, including governance, succession planning and transferring assets.
HOW IT WORKS
Wealth planning is a complex but carefully curated art, and our advisers are here to take you along a step by step guided approach so that we understand your aims and aspirations, and chalk out a bespoke wealth plan that is centred around you and your goals. This is how we do it:
Understanding your Financials
The first step here is to take stock of your complete finances, your investment aims and aspirations, and your long-term objectives.
Setting you Goals
By assessing your financial status and investment priorities, we would then translate them into short, mid and long-term goals that would be best tailored to you and your family. Our advisors will work with you to create a road map that will help you safely and securely reach your goals.
Executing your plan
Once our advisors help you create your financial strategy and roadmap, we will take over much of the heavy lifting to execute the strategies and solutions for protecting and growing your wealth.
Reviewing and Monitoring
While our plans are always structured, our advisers are always nimble – ensuring you are always on the best lane to reach your goal as safely and as ambitiously as possible, while navigating and mitigating any potential threats along the way.
MORE ABOUT US...
THE TEAM
Wealthfusion consists of serious and seasoned players who know the game well and play it with integrity – we are a well-recognised team of internationally qualified wealth and asset managers handling investment strategies with discretion across diverse portfolios.
HOW WE INVEST
Wealth planning is a complex but carefully curated art, and our advisers are here to take you along a step by step guided approach so that we understand your aims and aspirations, and chalk out a bespoke wealth plan that is centred around you and your goals.
SERVICES
Before we begin our client’s investment strategies or management, our expert advisors will be in touch to run a wealth diagnostic that maps their current financial performance, their goals, to subsequently create a tailored strategic plan to identify their risk & return objectives.
Multi-Family Office
Creating Wealth is an art, and at Wealthfusion, we are exceptional artists. Our team of internationally renowned Wealth Managers are here to work with you to understand your aims and aspirations, and help translate them into financial solutions that work for you and your family.