Private Wealth Management
A process based approach for accumulating, protecting and growing our Private Clients’ wealth.
Family Office
WealthFirst Finserv aims to preserve and grow family wealth for the enjoyment of present and future generations.
Estate Planning
An important aspect of a ‘Family Office’ is the efficient transfer of wealth to successive generations. We have a specialized and dedicated in-house team to help our clients tailor a Structure to articulate and implement their vision for succession and continuity of the family wealth during their lifetime.
Corporate Treasury Solutions
Apart from supporting all business activities, optimization of the overall cost of funding is the ultimate objective of any corporate treasury. With extensive experience, we would be able to provide comprehensive treasury solutions to corporate treasuries.