Private Wealth Advisory
For affluent individuals, your financial situation will likely be more complex as opposed to the regular person, and will hence require a much more in depth analysis that encompasses a specific set of knowledge and expertise. Our Private Wealth clients have the premier access to LKS Private Wealth’s advisory services, and a Private Wealth advisor will be personally available to aid and advise you on every aspect of your financial matters.
Conventional insurance planning may not be entirely sufficient for High Net Worth individuals. Explore the portfolios, concepts, and products that are designed exclusively for privileged individuals such as yourselves, from which your advisor will tailor a holistic insurance plan to fit your individual needs as a High Net Worth individual, on top of your regular insurance needs.
Gain access to a larger range of investment funds and vehicles not available to the ordinary investor, which offer you greater flexibility of choice in crafting your investment portfolio. Private Investment Portfolios have less restrictions on investment strategies due to the larger investment amounts involved, allowing for more strategic implementation and management for your investments.
For the wealth that you have amassed over your lifetime, the next natural step is to construct a plan to pass it on to your loved ones such that you may continue to care for them in various scenarios. Explore the various ways we can craft and implement legacy planning strategies in accordance to your desires and wishes.
Giving back to society is important and we at LKS Private Wealth recognise this as well. Your dedicated Private Wealth advisor will assist you in developing plans to do philanthropic work either throughout or after your lifetime. The way and frequency which your monies are distributed and utilised will be crafted according to how you wish it to be so.