Wealth Management Consulting
Arboris Global Partners is an international consultancy center connecting clients and professional resources across China, Australia, Singapore and Hong Kong. Our wealth management consulting helps individuals and families clarify goals and coordinate independent specialists.
Planning and priorities: We facilitate discussion of investment objectives, risk tolerance, liquidity needs, currency exposure, family governance and succession considerations.
Manager and provider coordination: We help clients compare service models, organize due-diligence questions and communicate with appropriately licensed investment managers, advisers, custodians and other providers.
Risk and reporting liaison: We help clients review information supplied by appointed providers, identify questions about concentration, liquidity, valuation and fees, and coordinate follow-up discussions.
Cross-border coordination: We connect clients with qualified legal and tax professionals where jurisdiction-specific advice is needed.
Arboris does not promise capital preservation or investment returns. Any investment recommendation, discretionary portfolio management, dealing, custody, legal or tax service that requires authorization is provided by an appropriately authorized partner under that partner's own engagement terms. Clients should consider the risks and obtain independent advice before making investment decisions.