Wealth Management Services

Services

Wealth Management

OWP provides comprehensive wealth management solutions, helping clients build personalized financial strategies, protect assets against legal and market risks, and ensure efficient wealth transfer between generations.

5-Step Advisory Process:

Step 1: Explore personal goals and life values

Understand each client's financial philosophy, expectations and priorities.

Step 2: Analyse asset structure and potential risks

Evaluate asset portfolio, tax liabilities, ownership structure and related legal factors.

Step 3: Design a personalised wealth strategy

Including trusts, estate planning, asset protection and tax optimization.

Step 4: Multidisciplinary coordination

Work with experts and third-party partners including lawyers, accountants, banks and insurance professionals to implement a comprehensive solution.

Step 5: Monitor and adjust periodically

Assets are updated regularly according to market fluctuations, legal changes and new needs.

Wealth Management Services