Family Office.

Assist your client

Family Office

If you are specialized, as a Familiy Office, in tax structuring or asset allocation, Wellguard has a solution for you regarding risks with your clients.

The Wellguard Private Risk Planner enables you to assist your client regarding international tax issues. Whether his private or his company’s domiciliation is being changed, the Wellguard Private Risk Planner will find its way to all options available.

Wellguard Private Risk Planner

Planning Equity, valuing and managing the risks. 

However, if you are more skilled in asset allocation, the Wellguard Financial Market Monitor is the solution for you. The Wellguard Financial Market Monitor provides you with an overview and a full insight of the risks of the common investment categories: stocks market listed bonds and equities.

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