© 2019 by CapAdvisors Financial Services

Private

Client

Services.

We are a trusted advisor to a wide range of clients including high net worth individuals, senior executives, entrepreneurs and families. We specialise in managing and enhancing their wealth for many years now. CapAdvisors offer private client services in these two areas – Personal Tax and Wealth Management.

Personal Tax: Ensuring tax compliance in a complex environment can at times be stressful to you. With the right tax solutions, we advise our clients on how to protect their wealth. Our expertise in this area ensures that with the right tax solutions, our clients are able to protect and enhance their wealth. Our services include – Tax planning, tax returns, trusts, succession planning, inheritance tax, tax reporting and compliance.

Wealth Management: Tax strategies and investment advice should minimise liabilities and maximise gains. Each individual’s current financial position and future needs are unique. Using our vast research capabilities and investment management experience, we help design financial goals that are secure and offer you peace of mind. Our regular review process and recommendations ensures a transparent relationship.

We offer wealth management services to individuals and businesses in the following areas.

  • Setting up and running family offices

  • Tax planning

  • Investment and portfolio management

  • Trusts and estate planning

  • Retirement planning

In the various stages of building wealth, we understand that your goals shift from time to time depending on your business and personal environments. From our experience of working with a number of private clients, we understand that preserving and managing this wealth is very important. Also for most clients, transferring this wealth to family members with minimum friction is an important goal.

While you grow your wealth, we work with you to manage your family wealth and secure your legacy. This requires trust and transparency. Our expertise in financial markets, wealth management and solid network helps deliver results. We have been offering custom solutions for wealthy families and high net-worth individuals for many years now.

  • Ashok CFA - CapAdvisors
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