"A Wealth Management Client was practically only one of its kinds in understanding and evaluating multipart assets."

A prospective client approached Wealth Management Group seeking investment advisory for self and family; the assets he offered as security were multipart in nature.

The Situation - Assets holding were manifold difficult to consolidate

Beneath the inherent requirement of Investment Advisory on diverse asset classes, our interactions revealed the need for consolidation of Family and Office wealth. Since business was family run many assets were held under various companies.

Our Advice - Regularize holdings and assign worth

Our first advice was to regularize all the holdings and assign them as per needs and requirements. Since there were business partners from same family we recommended de-linking and de-risking personal and business investments. Once this was established a need for creation and securitization of wealth for long term goals was advised in addition to just a pure investment advisory.

What Changed - Establishing a new relationship

Impressed at the financial understanding we had demonstrated and appreciative of the holistic measure taken to restructure the entire family office investment with a proposal for securitization of long term goals, the prospect decided to accept our recommendation and became a client.