info@abacus-wealth.com
FREE WEBINAR
GLOBAL INVESTMENT STRATEGIES FOR U.S. EXPATS
April 24, 2024, Wednesday, 16:00 UTC +08
Bridging Wealth Across Borders
At Abacus Wealth International (AWI), our objective is to develop a relationship of trust with a commitment to competent and professional financial guidance based on experience, ethical values, and excellence.
OUR 360° HOLISTIC FINANCIAL PLANNING PROCESS
The foundation of our financial advisory service is based on a six-step holistic approach to financial planning. At AWI, we take the time to listen to your needs and concerns to truly understand your personal and financial circumstances in relation to your life goals.
With the aid of technological tools and decades of knowledge and experience, a professional financial planner can help you realize your financial strengths and weaknesses as a basis for making sound financial decisions in Tax Savings Strategies, Retirement Planning, Estate Planning, and Investment Planning.
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Our Services
Cross-Border Wealth Management Services
Although the basic concepts of wealth management are universal, the complexities are magnified when you add cross-border financial planning and taxation issues to the mix. Between our decades of experience and our network of international experts in various financial, tax and legal disciplines, AWI serves as your portal to competent financial services in the eastern hemisphere.
WHY CHOOSE US
There is no such thing as a one-size-fits-all solution to investment and financial planning. Through AWI’s thoughtful process, we can help our clients with our C.O.P standard
Compliance
Let AWI and our resources guide you through the maze of cross-border rules and regulations
Optimization
Avoid unnecessary risks, taxes, penalties, interest and other expensive mistakes, thereby achieving optimal wealth management
Peace of mind
Sleep better at night knowing that your loved ones are protected against unforeseen life events, preserving assets when they need it most