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  • Goal Based Wealth Management

Strategic planning of wealth management according to the Client’s goals, expected and unexpected life events, resources and risk preferences.

​Integrated planning is usually the first step when clients start working with a family office. Strategic planning of wealth management is done according to the Client’s goals, expected and unexpected life events, resources and risk preferences.


TAO works with the family and their advisors in specific disciplines, such as tax, legal, insurance and investments. We identify priority issues, create a plan and develop solutions together to meet the family’s objectives.

TAO’s breadth and depth of experience in all key financial disciplines makes us uniquely positioned to pull all the pieces of the puzzle together.

Our role is also to identify areas requiring specific external expertise and then involve and work with those professionals as needed. In a sense, we act as a ‘general contractor’ on behalf of the family.


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  • Home
  • About
  • Investment Banking
    • About Alpha
    • Customized Private Placements >
      • Download Guide
      • About Structured Products
      • Our Unique Advantages
    • Mergers and Acquisitions
    • Fund Raising
    • Funds Management >
      • About Funds Manangement
      • Download P2P Fund Information
    • Real Estate
  • Family Office
    • About TAO
    • Wealth Management for HNWI
    • About Our Services
    • Our Core Services >
      • Integrated Planning
      • Investment Management
      • Consolidated Reporting
    • Engaging in Philanthropy and Impact Investment >
      • Philantropy
      • Impact Investment
    • Concierge & Lifestyle
  • Contact
  • Goal Based Wealth Management