Financial Planning & Wealth Management (FPWM)

Family Wealth Management Service

In today’s complex world, personal and family wealth are increasingly spawn across various countries marked by uncertain global economic environment and changing tax requirements.

3E’s Family Wealth Management Service practice understands this and the unique challenges you face in managing your family wealth and planning for the future.

The experienced professionals in our practice offer the judgment, experience and capability to help you craft up bespoke wealth management strategies required to help you achieve your goals now and for future generations.  Thereafter, we team up with best of breed specialists and service providers to execute and manage your strategies.

Our Services:

  • Comprehensive Financial Planning
  • Investment Planning
  • Insurance Planning
  • Retirement Planning
  • Children Education Funding
  • Holistic Global Estate, Trust and Gift Planning
  • Generation Wealth Transfers
  • Business Succession Planning