WealthApp Family Office

WealthApp Family Office is a private wealth management service offered to ultra-high net worth investors to centralise, focus and have better control over family finances. It works to provide the best solution for building, preserving, and transferring family wealth. At WealthApp Family Business we have a professional management team to work according to each family’s requirements. We aim to provi

de customised planning and resources, in order to confront several obstacles and maximise our client’s legacy. A family may wish to create a formal distinction between family wealth and the assets of the family business to ensure financial risk diversification, improving transparency and corporate governance of the family business. The Wealthapp Family Office would not only deal in investments but also in areas like Tax planning, estate planning, succession planning, and philanthropy- all aspects of finance. Product Suites and Strategies:

Fixed Income: Mutual Funds, Bonds, Debentures, Commercial Papers, Portfolio Management Schemes, Market-linked Debentures, Venture Debt, and Structured Credit Obligations. Equity: Mutual Funds, Portfolio Management Schemes, Alternate Investment Funds, Structured Products, Venture Capital, and Private Equity/PIPE. Alternate Investments: Long-short Funds, REITs, Alternate Investment Funds, Commodities, and Interest Rate Futures. Insurance Services: Thorough analysis of existing Insurance portfolio and evaluate necessary risk covers, considering MWPA

International: Defining the scope of international allocation by using Feeder Funds and offshore platforms.