The Neovision Difference - Measured Through Results...
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Accounting Services offered by Neovision Consulting Inc
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Business Services
Wealth Management
Wealth management can help you determine what's really important to you, then develop actionable strategies to help you realize your most cherished hopes and defend against the things that might undo them
Our wealth management clients typically have a net worth (or positive asset base) of somewhere from between US$150,000 and US$1,000,000 ($1 million). With the right work ethic, business advice, and wealth management firm, we try to raise the bar and set our clients to ultra high net worth status of greater than US$5,000,000 ($5 million).
Our wealth management goals are simple: sustaining and growing long-term wealth.
Neovision's registered investment advisors possesses the necessary government licenses to provide legal and tax advice on complex wealth management, estate planning, tax law, retirement or other legal issues such as business succession or divorce.
Neovision's comprehensive wealth management services include, but are not limited to:
- Portfolio Management and Portfolio Rebalancing
- Investment Management and Strategies
- Trust and Estate Management
- Private Banking and Financing
- Tax Advice
- Family Office Structures and Management
Products could include, but are not limited to:
- Stocks and Stock Trading
- Equity Linked Investments
- Structure Savings Products
- Structured Investment Products and Derivatives
- Foreign Exchange
- Mutual Funds and Unit Trusts
- Property Management and Investment
- Alternative Investments including:
- Art
- Wine
- Precious Metals
- Property
