Wealth Preservation Advisory
Wealth Management
Bad investment decisions and bad investment advisors, have ruined many great families, often in a single generation.
By keeping wealth preservation in mind when adopting an investment profile, setting investment objectives and establishing a formal investment process, a wealthy family can give due consideration to the need for the future preservation of capital as well as to the generation of income and increase in capital value.
After nearly 40 years in value investing, Warren Buffet enunciated his famous “two rules of successful investing,” which are well worth remembering when thinking about wealth preservation and risk in a family investment portfolio:
Rule Number One : Don't lose money
Rule number Two : Remember Rule Number One
We work closely with global private banks to deliver product propositions that integrate life insurance into the overall wealth management solutions
for high–net–worth individuals and their families.
Through our guidance, we will also be able to share with you astute risk management that provides vital protection for your investment portfolio – as does the right asset allocation. We have a host of ways to protect your investments – a capital guaranteed structure tailored to suit your needs, alternative investments, and more.
For further information about our services or you would like one of our advisors to contact you, please contact us.