Portfolio, Tax and Estate Planning
GLOBAL STRATEGIES, INSIGHT-DRIVEN TRANSFORMATION
General financial planning: Creating a structure and strategy around present affordability and future objectives, which may include:
Retirement planning, including offshore private pensions
Education fee planning
Inheritance tax mitigation
Asset protection / trust planning
Second opinion and change of agency: Providing a second opinion on existing arrangements or offering the option of taking over management of failing or distressed portfolios. Portfolio realignment is often required if investments or solutions have been mis-sold to the client, or poor advice has been provided
We Serve Globally
At The Wealth Lounge we offer wealth management, securities execution and custody services across multiple regions around the world.
With our mission already in full swing, we look forward to creating an ecosystem of aspiring investors who are fully aware of the best investment opportunities available, in order to grow their wealth exponentially, always bringing together more like-minded individuals.
At the Wealth Lounge, we offer a boutique of alternative investments, wealth management solutions, securities execution.
75 +
YEARS COMBINED EXPERIENCE
1200 +
HIGH NET WORTH CLIENTS
35 +
COUNTRIES BEING SERVED
NEXT STEPS
Let’s Talk
We would love to discuss your wealth management and investment needs in more detail. Please let us know how we can support you by getting touch with us.