Wealth Management
Wealth management is an investment advisory service that combines other financial services to address the needs of affluent clients. Using a consultative process, the advisor gleans information about the client's wants and specific situation, and then tailors a personalized strategy that uses a range of financial products and services.

Wealth management are in generally, centers on investments, portfolio management and other specialty areas.

With Opes Family Office you have an exclusive, personal investment service that focuses on what matters to you most. Whatever your investment experience, we will work closely with you to develop a strategy that is designed to meet your financial goals.

  • Investment Management: Fixed income (Bonds,T-bills), Capital Markets, Mutual Funds, Structured Notes, IPOs, ABBs, Private Placings, etc.

  • Debt Management: Credit facility, debt restructuring, negotiation with lenders, financing solutions.

  • Insurance & Pensions Plans: Health care, including medical facilities, Illness aftercare and recovery, treatment options and private overseas hospital treatment, retirement, and annuity products, etc.

Contact: office@opes.boutique


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