Private Wealth Management service

Our team provides excellent wealth management services to individuals, families and family businesses.

We understand that our Clients require personalised services on asset allocation, investment strategies, retirement and estate planning. At Bridgeforte Attorneys, we sit down with our Clients to develop strategies and structures that can be used within the ambits of the Law, to manage their wealth effectively, ensuring that our clients needs are satisfied.

We also leverage on our tax practice to craft a tax efficient strategy for the management of our Client’s estate. Our services include drafting wills and advising on proper allocation on wealth to beneficiaries in a manner that is in accord with local laws and customs, creation of trust, tax and investment planning, elder care planning.