New-Wealth Education Division Services

New-Wealth Education supports every facet of our clients’ transition into wealth.  Our comprehensive and customised approach is designed to provide assistance and expert advisement to the newly wealthy in the areas of

• Assessing and addressing personal issues that may interfere with the responsible handling of new wealth

• Sensitively educating clients in the social shifts and protocols that will be thrust upon them.  We work with clients at their current level of education and social skills and help them to transition into their new social status with consciousness and comfort.

• Selecting appropriate private banking and money management services, and educating and interfacing with clients on how to address issues such as trust funds, taxes, and various legal considerations.

• Teaching clients about all aspects of philanthropy – and assisting them to create philanthropic plans that can be supported for generations.  These educational efforts occur after clients master the basic fundamentals of how money works and show competency and readiness to design and implement these types of activities.

• How to anticipate and manage family, multi-generational wealth issues.  Educational services extend to all involved so that heirs receive the skills needed to protect their legacies.

• Evaluating strategic uses of new wealth in possible business ventures all the way through to execution of business plans and ongoing management of professional endeavours.

• Locating appropriate resources for clients, such as custom personal services (architects, tailors, etc.), and educating clients in how to manage these relationships properly.

• How to truly enjoy their new wealth.
  

New-Wealth Education works closely with its clients, their wealth liaisons and, when appropriate, their families and businesses.  We have a reputation for maintaining confidentiality in all matters, acting with the highest level of integrity, and bringing our vast international experiences in the financial, educational, and security arenas into all facets of our services for the benefit all parties.

New-Wealth Education does not take an interest in our clients’ assets, does not invest with them, nor do we manage their portfolio of assets.  As a result, we truly remain independent and avoid all conflicts of interest.