Family Office
Family Office
Family Office Services
HNWI clients can take advantage of our family office services, similar to what large multi-billion-dollar families typically receive through their own family offices. Whether you need help preparing for the future, managing the wealth you have now, or personal matters, our team is equipped to help every step of the way.
Financial Planning
Protecting Assets, Growing Assets, and Optimizing Taxes
Examine every aspect of your fiscal goals with the financial planning services of WTS, including retirement, risk management, asset management, and more! With our wealth planning services, you can predict where you will be in the years to come by evaluating where you are currently and your future investments and sources of income.
Investment Advisory Services with partners
Unique financial solutions for your unique needs.
The journey through financial planning and investment shouldn’t be done alone. Even the most financially minded individuals should use an advisory.
With our investment advisory services, our team strategizes with our clients to make calculated investment purchases. This may include both automated and personal assistance.
Investment advisory services come in a wide range or forms and at various levels of involvement. Some investors want a holistic portfolio management style while others want to target capital assets. Whatever investment style the account holder wishes to abide by, the account decisions will be made based on how well it fits within the portfolio
Real Estate, Property management
Clients with several properties in different countries have the problem of how to manage those properties. We are here to help you and to ensure that owning your properties is not a burden and an obligation, but a pleasure.
Taxes & Accounting
International Consulting
Our management consulting services focus on our client’s most critical issues and opportunities:
• Strategy consulting
• Financial management
• Mergers, Acquisitions & Due Diligence
• Sales & Marketing
• Operational efficiency
• Digital strategy, website development, e-Commerce implementation
• International expansion
• Cross – border operations