WealthHat provides comprehensive wealth advisory and financial planning services to high net-worth individuals and families spanning investment planning & advisory, estate planning & trust advisory, financial & retirement planning, risk management & insurance advisory, residency & citizenship by investment advisory, and specialised & concierge services. Our focus is on you, your family, and the needs of your wealth.
WealthHat is like no other. We take a distinctive approach to serving our unique clients and their loved ones.
We customize our wealth offering to the objectives of you and your family
We offer a one-time customized investment plans and comprehensive financial plans designed individuals, families, and businesses. We assess your goals and risks tolerance to craft a plan you can implement independently, Ideal for those with less complex financial circumstances and those not seeking ongoing support.
Read MoreOur Premium Wealth Retainer Plan is an ongoing advisory solution for High Net Worth Individuals, families, and business owners seeking ongoing wealth advisory and financial planning. It offers personalized strategies for investment management, tax planning, and insurance advisory and more, all backed by our team of seasoned advisors.
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