Wealth Management Advisory
- We offer customised and sophisticated financial planning and wealth management services for high net worth clients. This advice includes the use of trusts, business succession planning and the setting up of family office.
- Onshore/ Offshore Trust Services
- We assist in the creation of both onshore and offshore trusts for clients.
- Trusts comprise a written arrangement with a competent Trustee to hold one’s assets and to manage them in accordance to the Trust Deed so as to provide for the intended beneficiaries. They help safeguard the assets and to maximise benefits of the wealth to family members and other intended parties.
Business Succession Plan
- We help business persons to organise their business succession plan and to put in the necessary mechanism for it to work.
- Business succession plan allows orderly transfer of a business or part of shares of the business to previously decided parties commonly upon demise of a business partner. The plan ensures that there is sufficient funds to support the transaction and is normally financed through an insurance policy taken by the shareholders.
- Family Office for High Net Worth Clients
- A family office is a private company formed for the purpose of preserving and managing a family’s own wealth for both current and future generations. It involves a comprehensive range of services including investments and trusts management, property management, accounting, tax services, legal affairs and succession planning.
Offshore Investment
FAISAL NAZRI & ASSOCIATES team of financial consultants can offer you an independent insight into the finest offshore investment products available; helping you to find the solutions that accurately fits your investment needs. We also has access to the full range of financial products managed by the leading offshore asset management and insurance companies in the best regulated offshore centers.Personal Financial Planning
FAISAL NAZRI & ASSOCIATES offers a diverse range of financial solutions and wealth management services.
- Income Protection
- Savings and Investment
- Health and Long Term Care
- Estate Preservation & Distribution
- Business Solutions
- Employee Benefits Program
Our personal financial planning services specialise in various areas including insurance planning, retirement planning, investment planning, education planning, taxation planning and estate planning. Through our affiliation with established local and offshore financial institutions, our financial advisors will help to customise a financial plan which is best suited to each client’s needs and financial goals.
We are the Financial Adviser & Islamic Financial Adviser approved by Bank Negara Malaysia to carry out financial advisory services.
Concurrently we are a licensed by Federation of Investment Managers Malaysia.