Wealth Planning and Protection

A sophisticated and robust wealth planning and protection is essential for protecting investors' assets. Cithara will give investors access to market's best counterparties providing representation across an array of legal issues related to trusts, financial planning, tax consulting, succession planning.

Trusts
Trusts allow investors to determine the beneficiary of their assets. Trusts are administered by a trustee and the benefactor usually remains anonymous, as does the work of the trust.

Financial planning
Financial planners will analyze investors' current situation, including all assets and liabilities, all relevant financial and tax considerations, and any pertinent issues relating to retirement and estate planning. This forms the basis for drawing up a personal financial plan and making the key decisions necessary to ensure the continued sustainable growth of Investors' assets.

Tax consulting
Tax consultants analyze investors' assets and liabilities for any favorable tax opportunities, and assess investors' retirement, financial and other planning in terms of potential tax-related consequences.

Succession planning
Succession planning is the effective plan, as investors' wishes, to pass investors' fortune on. Experienced specialists help investors develop and implement well-rounded plans, including estate planning, company succession planning, and private succession planning etc., that takes all relevant factors including personal, family and business affaires etc. into consideration and ensure that investors' succession planning is carried out smoothly.


Investment Solutions

Cithara offers the quality advice, an array of comprehensive and balanced investment solutions from tailor-made discretionary mandates to advisory mandates, which are adjusted to investors' risk tolerance and ongoing services not limited to insurance solutions, lending solutions and financial advisory to help investors achieve financial goals. Investors can access to our experts with the capabilities to set up a bespoke portfolio or with substantial experiences to execute due diligence, provide a depth of analysis to exclusive investment opportunities such as private equity, Pre-IPO and aircraft/watercraft purchase etc. For more detail please refer to the section of Asset Management.