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Matrix Wealth Management

Activities

Financial & Tax Planning

Today's finance industry is leading to a more mature approach to wealth preservation and continuity:

Inbound vs. Outbound Investment Optimization
Inbound & Outbound Tax Planning prior to Relocation
Special Purpose Vehicles (SPVs), such as Funds, Offshore Financial Holdings
Optimization of Income Tax Liabilities (Interest, Dividend, Rent & Royalty Income)
Cross-border Income, Inheritance & Gift Tax Mitigation (Transfer of Real Estate property, Shareholdings « US Equities »)
Liquidity Management

Asset Management: Portfolios Restructuring & Engineering; Products Selection & Monitoring; Tactical & Strategic Asset Allocation; Account/Asset Consolidation
Wealth Planning: Financial & Tax Planning; Estate/Inheritance Planning; Family Business Advisory; Philanthropy