Due to rising demand, I am today’s announcing some new high net wealth solutions.
The services will include:
- Portfolio reconstruction and review – for those with portfolios of $1m or more. That could include DIY accounts, brokerage accounts and other investments.
- Overseas property – and mortgages. This will include advice on expat mortgages.
- Second residencies – and second passports. This service often helps people with tax minimisation and/or social objectives, such as uniting with family members
- Bank accounts – especially for people with very specific needs, such as expats, who often struggle to get a suitable banking solution
- Business financial advisory services – advice on business optimisation for business owners.
For more details you can email me – firstname.lastname@example.org