Wealth Managements
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Wealth Management
Alhambra Bank & Trust is experienced in designing integrated wealth management solutions that address your financial priorities as they change over the years and encompass various legal jurisdictions
Our expertise enables us to advise high net worth Individuals & Families on the tools and structures, which are most conducive to allow for growth and preservation of wealth.
Successful individuals often have a range of ambitions they want to fulfill. Such aspirations may include living an expatriate lifestyle, accumulating enough assets for an early retirement, or ensuring that their wealth is passed on to loved ones. Whatever your own personal aspirations are, our aim is to ensure that every aspect of your financial life is integrated and optimized to give you the freedom, confidence and control to realize them
Process
Comprehensive Financial Planning
We undertake a full assessment of personal circumstances and identify immediate and longer term objectives before preparing a detailed financial report.
A clear definition of your objectives will enable us to create a financial plan that lays out a well-defined asset allocation and to make a financial road map
This plan will be based on conservative growth assumptions and a realistic assessment of your income and expenditures.
Customized Wealth Structuring Solutions
Risk Management- Insurance is an important component of asset protection and if used properly can help create a larger legacy to pass on to your heirs in a tax efficient manner.
Preservation of capital: focuses on management of wealth for day-to-day living expenses. This assumes minimal risk and has a conversation allocation with heavy concentration in high-quality fixed income.
Family Office Services
Specialized Services