Wealth Management

Here Today for
Your Tomorrow

Wealth Management

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.

Estate planning is another area of expertise for our wealth management team. We help our clients develop comprehensive estate plans that include provisions for the distribution of assets after their passing. This includes working with legal professionals to draft wills, trusts, and other legal documents, and helping clients understand the tax implications of various estate planning strategies.Finally, we also assist in setting up charitable foundations. Our wealth managers can help our clients establish non-profit organizations, develop mission statements and strategic plans, and manage the day-to-day operations of the foundation. By working closely with our clients to understand their philanthropic goals and objectives, we help them make a meaningful impact in their communities and leave a legacy for future generations.

Our services include: