Expat Financial Advice High Net Worth Clients
High Net Worth Individual Clients
High Net Worth Individual (HNWI) is a term used in the financial services industry to designate persons whose investible assets (such as stocks and bonds) exceed a given amount.
Typically, these individuals are defined as holding financial assets (excluding their primary residence) with a value greater than US$1 million.
Year on year growth has seen High Net Worth Individuals (HNWIs) decreased their investment allocation into real estate and property investments and increased the amount of money that is held in overseas investment in the past ten years, according to a wealth report on the region’s ultra-rich.
Expat Financial Advice work with High Net Worth Individuals to assist with building your assists with structured products that are proven tax efficient. Our portfolios are structured in a way that we can take of you whilst you do the most important thing in life.
Assisting in areas from investment portfolios in open architecture platform, educational planning, life and medical assets along with trusts to ensure your family is securely looked after now and in the future.
A multi family office (MFO) is a structure that is offered by Expat Financial Advice to assist high net worth families will all their financial affairs in a secure way.
Typically a high net worth family office will have a net value of 10 million plus. With this in mind we offer our family office service to families with a net value of 1 million and above.
Our services specialise in family trusts, integrated tax efficiency, educational planning, wealth planning, investment planning, record keeping, business advisory and many other area's.
A true family office is designed to protect your family wealth for the future and the beneficiaries therein. Expat Financial Advice will assist you and your family covering all the area's of your concern whilst allowing you to be worry free.
Our experts will go over step by step to ensure a long lasting relationship is built to protect you and your family.