Financial Planning
Verified Service
Wealth360 - Family Concierge
Premium family office services with comprehensive wealth management and concierge support.
Annual
What's Included
All services from GoalSmart, WealthEdge, and RetireWell
Dedicated Relationship Manager (direct WhatsApp/email access)
Annual Financial Check-in & Quarterly Reviews
Coordination with CA, Legal, and Investment Partners
Succession Planning & Will Drafting by Legal Partner
Family Tax Structuring (HUF, Gifting Strategy, Trust Formation Guidance)
Concierge Support for Filing, Reporting & Document Management
Secure & Encrypted Data Storage
Who is this for?
High-net-worth individuals or families requiring end-to-end financial strategy & intergenerational planning