ASK WA - Investment Advisory & Family Office (IA & FO) consists of two broad services:
Wealth Advisory is a subset of Family Office where we advise on a part of your Financial Portfolio under defined risk-returns principles and a pre-set asset allocation framework.
Family Office is a comprehensive engagement platform where we act as your family's personal CFO, managing all aspects of your family's financial well-being ranging from investment management, cash flow and goal setting, performance reporting, global portfolio, insurance, real estate, custody, estate planning, record and book keeping, tax, legal, succession planning, philanthropy, etc.