Opes specializes in providing comprehensive wealth management services to individuals and families. Our team is dedicated in assisting our clients to achieve their financial goals through a range of customized solutions.
We work closely with our clients to develop and implement strategies to ensure that their wealth is preserved and passed on to future generations. This can include creating a family constitution, establishing a family council, and developing rules and guidelines for managing family assets and investments.
Our team has extensive experience in overseeing investments in stocks, bonds, and other securities, as well as managing family businesses and real estate holdings. By understanding our clients’ unique financial goals and objectives, we help them make informed investment decisions that minimize risk and maximize returns.
Our philanthropy and charity consulting services are designed to help our clients make a positive impact in their communities. We work closely with our clients to identify causes and organizations that align with their values and interests and develop strategies for making charitable donations or setting up charitable foundations.