Family Wealth Advisor

Client Relationship Management:

• Develop and maintain long-term relationships with ultra-high-net-worth families.
• Understand client needs, goals, and risk appetite to provide tailored investment and financial solutions.
• Act as the primary point of contact for clients, addressing queries related to wealth management, tax planning, estate planning, and more.

Investment Advisory:

• Develop investment strategies and asset allocation plans in line with the client's objectives.
• Manage portfolios across various asset classes including equities, fixed income, real estate, and alternative investments.
• Monitor market trends and provide regular performance updates and strategic adjustments to client portfolios.