Service Offerings
OPTIMAL’s consulting services encompass a comprehensive range of offerings, including assistance with establishing global international private bank account (located in jurisdictions such as Hong Kong, Singapore, Luxembourg, Liechtenstein, and others), structuring complete international insurance solutions, facilitating investment immigration status, setting up holding companies, establishing family foundations, family trusts, and family foundations.
Bespoke Family Wealth Management Advisory
Delivering meticulous planning and oversight to optimize the management of wealth, savings, and investments. We provide strategic solutions to safeguard the family’s financial well-being and align with long-term aspirations, ensuring robust and sophisticated financial stewardship.
Elite Family Business Advisory Services
Offering sophisticated counsel to craft and execute bespoke management strategies for family-owned enterprises. We meticulously balance family dynamics with business objectives to ensure seamless succession planning and robust, continuous growth.
Strategic Asset Allocation Advisory for Funds, Securities and Bonds
Delivering high-caliber expertise in curating bespoke investment portfolios tailored to meet financial objectives and optimize risk management, ensuring precise alignment with sophisticated wealth management strategies.
Premium Family Trust Structuring Advisory
Providing expert guidance in crafting and implementing bespoke family trust frameworks, we assist in selecting optimal investment portfolios to achieve strategic financial goals and manage risk effectively.
Family Immigration and Naturalization Advisory
Delivering expert consultation on legal procedures, qualifications, and requirements for immigration and citizenship, tailored to meet the needs of high-net-worth families.
Insurance and Risk Management Advisory
Providing expert assistance to individuals and families in identifying optimal insurance solutions. We focus on effectively mitigating risk and delivering comprehensive financial protection tailored to your specific needs.
Family Succession and Governance Advisory
Providing expert consultation on family estate planning, leadership structure, and value transmission. We ensure the long-term success of family wealth by guiding the strategic transfer of assets and governance practices.
Elite Family Charter Advisory
Offering sophisticated guidance in crafting and implementing tailored family charters. We help define family values, rights, and responsibilities to ensure cohesive governance and effective family management.