Sleep well - Safe knowing that every facet of your financial life is covered.
Having a life that spans countries, currencies and tax regimes can become quite a daunting and intense experience. At MASECO we understand this better than most and, through working with us, we help minimise these concerns.
We do this through getting to know you in a real way - how you think, work, and how you want your assets to help you live your life in the most enriching way. It means creating a plan to free you from worrying about the ups and downs of the market, so you can focus on what really matters.
Discovery - An altogether different approach, right from the start.
From day one, you'll see that working with MASECO is different. With most Wealth Managers, the discovery process often begins and ends with numbers. At MASECO, our first priority is to listen to you and your family. We take the time to understand your unique situation - your opportunities, your challenges and your hopes and dreams for the future.
The value we bring to our clients goes beyond choosing and managing investments. We look into every aspect of your financial picture through the prism of multi-jurisdictional tax efficiency - from trusts to insurance, from estates to income tax liabilities and more. We study all forms of risk in your portfolio - those risks that go beyond traditional risks such as global tax and currency risk - and then help you discover more ways to make the most of your money and your life.
Mutual Commitment - Working together for the years ahead.
At the final stage of our consultative process we will provide you with an Investment Policy Statement. This document will be the roadmap, outlining our proposed plan to structure and invest your assets.
The "IPS" is essential in helping us maintain focus and optimises our ability to achieve your most important goals, whatever they may be.