Wealth Management

Shape the future together, we are your wealth management experts

Our Dedicated Services

At Sapien Plus, we are dedicated to providing tailored solutions that revolve around the preservation and growth of wealth, specifically designed for high-net-worth families.

One of our primary objectives is to help you safeguard your wealth for current and future generations. We offer a range of strategies and solutions to protect your assets from various risks, including market fluctuations, economic uncertainties, and legal challenges.

Navigating with Confidence

Our global resources and expertise in tax mitigation, along with customised investment strategies, empower you to navigate the complexities of wealth management with confidence and success. Your financial goals become our mission, and we work tirelessly to ensure your wealth is both protected and optimised.

Immigration

For high-net-worth families with investment immigration aspirations, our experienced industry experts provide private consulting services in immigration, legal, and investment matters. We tailor exclusive investment immigration plans based on clients' risk preferences, investment intentions, and immigration inclinations.

Industry Experience

Our team of experienced professionals comprises experts in immigration laws, legal matters, and investment strategies. Each team member brings specialized knowledge to the table, ensuring that clients receive the most up-to-date and informed advice.

Tailored Approach

We understand that every client's situation is unique. Therefore, our consulting services start with a comprehensive assessment of your individual needs, goals, and constraints. We take the time to listen to your specific requirements and preferences.

Education & Entrepreneurship

Tailored to the individual personalities of investors' children, we provide the most suitable educational study abroad plans, including school selection and major choices. We also offer internship opportunities and a range of personalised services. For children with entrepreneurial aspirations, we offer high-tech start-up projects and resource connections, facilitating project incubation.

Comprehensive Guidance

Our services go beyond school selection; we assist in helping your child choose the right major or field of study that best suits their talents and ambitions. This ensures that their educational journey is not just academically enriching but also personally fulfilling.

Network & Connections

We connect your child with industry experts, potential investors, and valuable resources, empowering them to transform entrepreneurial ideas into reality. We facilitate meaningful connections with industry experts.

Estate Planning

Providing legal and financial services for the distribution of assets within high-net-worth families. Our expert team is dedicated to guiding you through the intricate process of managing and distributing your substantial assets effectively.

Strategic Planning

Our expert team collaborates with you to create a well-defined strategy for managing and distributing your wealth. This strategy considers your short-term and long-term financial goals, risk tolerance, tax implications, and estate planning needs.

Asset Preservation

High-net-worth families often face increased exposure to financial risks. We specialize in implementing asset protection strategies that shield your wealth from potential threats, including market volatility and legal challenges, safeguarding your financial legacy.

Family Legacy

Offering personalised services centred around the preservation and accumulation of wealth for high-net-worth families. Sapien Group’s global resources allows to set up trusts to mitigate tax risks and select optimal investment strategies to maximise the interests of investors.

Tax Mitigation

We understand the importance of tax efficiency in wealth management. Our team is well-versed in tax laws and regulations across different jurisdictions. We help you establish trusts and employ tax mitigation strategies that legally minimise your tax liabilities, allowing you to retain more of your hard-earned wealth.

Wealth Accumulation

Beyond preservation, we focus on wealth accumulation. Our team of experts analyses your investment options and develops strategies to maximize the growth of your assets over time. This includes a diverse range of investment opportunities tailored to your risk preferences and financial objectives.

Get in touch

If you have any questions, feel free to reac out to our experts.
We will get back to you as soon as possible!