Legacy Planning / Family Office Solutions

Overview

A Priceless Heirloom - Instilling Faith in Investment

Long-term fortune reaping investments are a testament of your foresightedness and wisdom in planning not only a secure future for yourself, but creating a pool of safety that your coming generations would be happy to take a dip in.

It takes a lot of futuristic planning and strategic wealth management to be convinced to invest in something that may or may not promise immediate returns but may prove to be extremely beneficial in the longer run, spanning generations.

With high-net-worth individuals and families, Legacy Planning goes beyond just investing their wealth to generate more of it. It also often poses a concern of preservation of their existing wealth and deciding on appropriate succession. Our services for legacy planning include Personalized Portfolio Management and Risk Assessment and Asset Allocation. Our Family Office Solutions include the following:

● Maintaining the family’s investment portfolio

● Individual and Collective Financial Planning

● Estate & Tax Planning

● Investments in Charity

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Solutions

Centric wealth - your trusted confidante

The handing down of any asset to future generations is always a bone of contention when it comes to family camaraderie and needs to be planned with utmost sensitivity and confidentiality. Centric Wealth promises to preserve and enhance your wealth while simultaneously maintaining a high-level of privacy with any and every transaction or discussion of the same. We have been trusted financial advisors for innumerable HNIs and Families and are proud to have planned very sturdy and promising long term investments for them, most of which can qualify as extremely prudent legacy planning.

Your caring concern for your successors is heard with a heart by us, at Centric Wealth, while our experience gives you wise legacy planning advice that is sure to command respect and admiration for generations. Trust Centric Wealth and leave back a Legacy that validates faith in judicious investment