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A Peace of Mind through Our Services

After years of dedication, you want those closest to you to enjoy the wealth you’ve built—with peace of mind.

We help you preserve it through proper governing structures such as family offices, or legal tools like wills and trusts, so your legacy remains protected for generations.

Our Services - At a glance

Shared values. Steady guidance. Your beacon of light.

Wealth protection

Insurance tools, Legacy planning & Trust services, and Family Office structures—serve as strategic instruments for wealth protection across generations

They take care of the following:

  • Preservation of Capital
  • Structured Planning
  • Intergenerational Intent
  • Risk Mitigation
  • Customisation

Fund Management

Mutual/Hedge Funds, Fund Manager for VCC (Variable Capital Company), and Private Equity Funds—share several commonalities under the umbrella of Fund Management:

  • Professional Management of Pooled Capital
  • Regulated Investment Vehicles
  • Managerial Role and Fiduciary Duty
  • Legal and Operational Structuring
  • Access to Diverse Investment Strategies
  • Targeted Investor Segments

Advisory Portfolio

Strategic Portfolio Preparation & Analysis sets the strategic foundation, while Equity and Fixed Income Trade Ideas provides tactical execution opportunities.

We provide:

  • Goal-Oriented Recommendations
  • Data-Driven Decisions
  • Active Engagement
  • Personalisation

Discretionary Portfolio

Single asset class portfolio, Multi-asset class portfolio and Actively Managed Certificates each represents a different approach to packaging investment discretion—ranging from simple (single asset) to sophisticated (multi-asset or structured via AMC)—but all anchored by delegated professional management by Orient Wealth.

  • Professional Delegation
  • Aligned to Mandate
  • Customisable Structuring
  • Regular Monitoring and Rebalancing
  • Seamless Execution

The structures that support your peace of mind

Succession Planning

  • Wills
  • Lasting Power of Attorney
  • Advanced Medical Directives
  • Holding Companies with Shareholdings Specified
  • Discretionary Trusts &/or Private Trust Companies

Family Legacy Planning

  • Family Office
  • Family Governance
  • Family Constitution
  • Family Charter
  • Family Council

Professional Advisory

  • Common Reporting Standards
  • FATCA
  • Immigration & Relocation Planning

Liquidity Planning

  • Jumbo/Whole Life Policies
  • Keyman Insurance
  • Income / Annuity Savings Plans

Philanthropy

  • Environmental Social Governance
  • Venture Philanthropy
  • Impact Investing

Your investment Journey with us

We take time to understand your needs, customise suitable strategies, execute with precision, and review regularly—our 4-step advisory process keeps you involved at every stage.

Start your journey with Orient Wealth today

Fill up our contact form, or email us at enquiry@orientwealthadvisors.com.

Thank you.