Wealth Management

Wealth Management

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Wealth Management

Shaping your legacy and transferring your wealth

Invest in the future, because the future is expensive.

We believe a diverse and thoughtful asset allocation strategy is the key to capital preservation and achieving the long-term results you expect.

We can help you establish trusts or similar vehicles to provide financial security for your spouse, pass assets to future generations and reduce estate taxes. We bring our extensive knowledge and experience to help clients manage their wealth.

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Why Us?

ARC has been helping many families and companies build estate plans and implement wealth transfer strategies.
ARC is committed to transparency, so our clients know where their money is invested at all times. Our team can work with you to build a sound estate plan that may help you:

  • Protect your assets
  • Maintain, build and optimize your wealth
  • With tax planning
  • Control the transfer of wealth to those you care about
  • Maintain your privacy
  • Fulfill important philanthropic commitments

Integrating your Personal and Financial Affairs

By thinking about all aspects of your wealth, we develop customized strategies to help pursue your unique goals. Wealth structuring can help you address issues including:

Cash flow

Cash flow required to meet your lifestyle needs.

Investments

Investments needed to meet your long-term objectives.

Goals

Most effective way to pursue estate planning goals.

Wealth

Conservation and transfer of your wealth for the generations to come.

Wealth Management Process

Analyze & Plan

  • Determine portfolio objectives and risk parameters
  • Conduct cash flow analysis and long term income requirements
  • Establish the investment policy statement (IPS)

Design & Research

  • Design strategic and tactical asset allocation models
  • Conduct rigorous due diligence using Institutional-quality analytics

Assess & Construct

  • Assess market and macroeconomic trends to find a suitable asset allocation
  • Construct a diversified investment portfolio

Evaluate & Review

  • Monitor and measure portfolio performance
  • Rebalance for tax efficiencies and risk mitigation
  • Evaluate financial objectives and reassessment of IPS

Knowledge of the Global Market

Transparent

Personalized Solutions

Wealth Management

Shaping your legacy and transferring your wealth

Wealth management is a high-level professional service combining financial & investment advice, tax services, retirement and estate planning. ARC’s clients work with a single wealth manager who looks after your best interest.

ARC Process

1. Understand your needs

Your private wealth manager will work closely with you to thoroughly understand your current financial situation and establish a realistic plan to grow and maintain your wealth.

2. Identify your ideal asset allocation

We construct an investment portfolio that is tailored to meet your financial objectives. We help you to navigate the global financial markets by providing best-of-class products not available for the typical investors.

3. Rebalance your portfolio

At ARC, we understand the importance of constant monitoring, and actively managing risk so that you are able to meet your financial goals.