Private Wealth Solutions 


For more than 40 years, EBC has helped individuals and families manage, preserve and transition their wealth. We understand from experience the typical issues and challenges facing our HNWI clients.

 

Typical Issues


  • Liquidity
  • Insurance
  • Risk issues
  • Retirement plans
  • Health care issues
  • Relocation to another country
  • Marriage or divorce implications
  • Purchase or sale of major property
  • Significant Wealth increases or decreases
  • Control of their existing financial Assets
  • Succession planning for children or others
  • Changes in Tax laws and compliance issues
  • Rationalising their existing Asset holding structures

 

Our Approach


Our approach to private wealth management focuses on bringing together the client, the goals and aspirations of the client and family, and the process of wealth management planning. We are client focused, with a wide network of qualified professional firms and banking institutions enabling us to offer current and up to date advice, implementation of that advice as well as protecting the structures that form part of the overall Wealth management solution.

At EBC, we prepare and deliver personalized solutions as part of our private wealth planning approach designed to help Individuals and their families build, manage, preserve and transition their Wealth. 

At EBC, our approach to private wealth planning begins with a review of your goals, future aspirations and Assets. Our private wealth planning process focuses on developing a clear plan of your specific requirements and goals, so that a personalized action plan can be prepared that aligns solutions with your goals.

 

Our Typical Private Client Profile 


EBC provides PrivateWealth Management Planning Services to private client individuals and their families who have widely differing backgrounds, wealth and needs.

EBC’s focus is on listening to and understanding you and your family including your current situation, your goals, your future plans and your family situation.

As part of this process we will typically review the following with you:

  • Retirement plans
  • Marriage or divorce
  • Changes in tax laws
  • Relocation to another country
  • Death of spouse, child, or parent
  • Purchase or sale of major property
  • Your existing financial plans, if any
  • Significant wealth increases or decreases
  • Birth or adoption of children/grandchildren
  • Health care issues of elderly parents or other family members

Based on our discussions we will prepare a detailed wealth plan to assist you achieve your goals. This plan will bring together private banking, investments, trust solutions, insurance and specialized private wealth solutions to meet your specific requirements.

The foregoing summary is general in nature, and is intended for information purposes only and is not intended to provide specific advice or recommendations for any Individual or organization.