What we Do
Things worth building are worth protecting.
One of the most famous structures in the world for nearly two millennia, the Colosseum still manages to contain within it, the might and glory of ancient Rome. In spite of war, earthquakes, vandalism, rain and sun, this ancient structure stands as a testament to what hard work and determination can accomplish.
We understand that wealth is a product of hard work. Let us help you protect the things you worked hard for.
Taking care of the finances of the family is the key function of Exceedia Private Wealth.
The different aspects of financial planning include:
- Investment management services – Often at the heart of our work and mainly aims at preserving and increasing your family’s wealth. This includes different aspects of investing, from determining investment goals and allocating assets to actual execution and goal tracking.
- Reporting and recordkeeping – We report and consolidate all family assets and their performance. We typically also provide tax preparations and reporting.
- Managing wealth transfers – Exceedia Private Wealth can help manage wealth transfers within a family, for example from parents to children.
- Life management and budgeting – We can also take care of budget servicing and budget objectives.
Besides the administrative management of finances, we typically offer strategic services as well. These could include things such as:
- Business and finance advice – Provide assistance in the strategic planning of finances such as debt management and structured financing. Furthermore, we offer guidance on business management including issues such as buyouts or business development.
- Strategic estate planning – If the family or individual has a number of properties, Exceedia Private Wealth can provide assistance on the best use of the estate. For example, information on when to sell or strategic tax planning.
- Succession planning – We can provide advice on succession planning and help with the administrative part of ensuring a smooth transition.
- Educational planning – We can also help educate the next generation on wealth management.
Finally, Exceedia Private Wealth functions in an advisory role. The aim is to provide families and individuals impartial and unbiased advice on finances and in other areas that are important for the family. The advisory roles typically deals with:
- Tax and legal advice – We can help construct a tax plan and ensure the family is operating tax compliant.
- Compliance and regulatory advice – There can be situations where the family requires further compliance and regulatory advice. These can deal with corporate governance, staff management and board role, for example.
- Risk management – Since investments come with a risk, we aim to provide risk assessments to our clients, together with continuous monitoring of risks. The risk management assistance includes insurance advice as well.
CASH FLOW PLANNING
NET WORTH OPTIMIZATION
Let’s Build Something