中文
EnglishOur High-Net-Worth team has a long experience helping high-net-worth individuals, providing personal finance and wealth management counseling to protect and grow your assets while accommodating your unique needs.
Westian Global’s High-Net-Worth team has your best interests at heart
Over time, we have developed a team of skilled professionals to assist our High-Net-Worth clients. They have a detailed understanding and appreciation of many situations that high-net-worth individuals regularly face. This versatile, interdisciplinary approach means we’re well-situated to help you with a wide variety of situations that you and your family encounter concerning personal finances and wealth management. Our High-Net-Worth team has your best interests at heart and gives clients confidence in the knowledge that their wealth and finances are being administered in the best way possible.
As a High-Net-Worth client of Westian Global, you will be assigned an account manager who understands and appreciates your unique circumstances and can employ a wide range of services to cater to your needs. Your account manager is your single point of contact and will be approachable and highly responsive to your requests and requirements. Our entire network of expertise is at your disposal, and together, we will ensure you receive the full benefit of all our services.
Wealth Management
Our wealth management services will create and manage a robust portfolio, maintaining compliance with regulations and accommodating enough to adapt to your evolving needs. Using our risk management services, we regulate your liability and ensure you make use of advantageous legislative regimes in different jurisdictions. We track the performance of your portfolio with detailed monitoring and provide regular reviews and reports. Our experience with SPVs (Special Purpose Vehicles) ensures that we are well informed when choosing the most appropriate investment vehicles for your portfolio. Additionally, we are well-placed to manage your lifestyle assets such as houses, boats, planes, cars, and art in a tax-efficient manner by working with your tax professionals.
As a staunchly independent third party, we often work with accountants, professional advisers, and bankers without causing a conflict of interests.
Philanthropy
It is not unusual for clients to want to imprint their values on the management of their assets. Philanthropic giving is one way to genuinely impact individuals, organizations, and ultimately the world. We have a range of tailorable services that support your social and societal goals. We can create structures that make it possible to donate to charitable causes or set up philanthropic giving over more extended periods.
Why work with Westian Global?
Our High-Net-Worth solutions provide you with benefits such as:
- Worldwide access and extensive international support
- We collaborate with your other advisers to formulate practical solutions
- Committed staff who provide personal and attentive service to clients and their external advisers
- The creative and constant improvement of financial solutions and the knowledge and experience to thoroughly serve client needs
Westian Global’s international clientele is diversified and includes high net worth individuals, multi-national families, and family businesses. As an independent third party, we are at liberty to work with your accountants, advisers, or financial services providers without any conflict of interest.
