Structure your assets and liabilities optimally. We’ll also help with tax minimization, and the efficient transfer of your estate that lives up to your mission, values and goals.
Our integrated planning services include:
Get tax-efficient preservation and growth of your investment assets. We leverage best-in-class global strategies, strategic asset allocation, rigorous due diligence on managers and their selection, and impact investing.
Our investment management services include:
*all investment services provided by Victor Godinho via Kismet Wealth Securities which is a registered trademark of Designed Securities Ltd.
Understand the potential impact of various risks and events in your life on the capital of your family. We’ll deploy measures to mitigate any potential risks integrating asset protection, and insurance with trust and estate planning.
Our risk management services include:
Foster a common set of values across generations. Make a difference in your community and the world-at-large by leveraging our best practices.
Our strategic philanthropy services include:
Focus on your family and let us deal with the paperwork and other tasks, such as the preparation of tax returns, bookkeeping, and maintaining critical documentation.
Our family administration services include:
By treating your personal finance like a business, we leverage our skills and technology to build systems and processes to secure your family’s legacy. Here are some of the benefits that our clients experience with the enterprise wealth management model.
After our initial consult, we’ll establish and define our relationship with you.
We take the time to get to know your goals, then we evaluate your financial status to make sure we’re the right fit.
Enjoy a sit down with us as we provide essential recommendations and alternatives.
We’ll implement the agreed-upon recommendations, and monitor every aspect during ongoing management.
We believe every aspect of your wealth is connected. Which is why our model offers clients the whole package, not just a single service.