Family Office
Under the Multi-Family office umbrella, we believe in building a relationship with our clients by providing financial opportunities to manage and potentially grow their wealth.
To manage the wealth of our clients and to ensure realisation of their legacy goals, our strategy includes:
- Estate Planning
- Trust Formation
- Philanthropy
- Asset Protection and Insurance
- Transition planning and Succession
- Identify Nominee shareholders and Trustees
- Facilitate a disciplined approach to manage closely held business
Asset Management
By choosing to partner with Xanara, you benefit from the support of an Independent Private Banking Firm. We work together to develop and implement appropriate investment ideas and customized solutions.
Our services are categorized under:
- Administration of Client Portfolio
- Management of Mandates
Our Expertise lies in:
- Understanding the complexities of intergenerational wealth transfer
- Arranging custody accounts
- Management advisory
- Asset management
- Cash flows through applying yield enhancement techniques
Wealth Management
At Xanara, our Investment Advisory desk helps client with innovative ideas for preserving and growing their wealth through appropriate investment strategies.
We enhance our clients’ investment returns by identifying and unlocking the inherent opportunities complemented by leverage management. We understand the complex requirements of our clients and help in achieving their long-term financial goals through proper wealth structuring and portfolio management.