Using our extensive professional and personal experiences to help our clients achieve their goals
Wealth management is an investment advisory service for high net worth individuals.
We offer a variety of ways to help meet your unique wealth management needs. Whether you’re looking to build and preserve wealth, save for retirement or leave a legacy for your heirs, we have many account options and professional services designed to help keep you on track to achieve your long-term goals.
The years since the global financial crisis have seen radical changes in the legal, tax and financial environment worldwide. These changes require constant monitoring of wealth planning strategies to preserve and increase wealth.
TRADEX’ Wealth Planning services can help you assess your situation and review whether your planning is adequate to meet your objectives – for you, and for future generations. We offer a systematic approach to analyzing your legal, fiscal and financial needs, and your options. If need be, we can work with our network of independent specialists to provide you with a complete solution that covers wealth structuring, taxes and legal advice.
Our team of tax specialists and legal experts offers a broad range of customized services.