Managing Your Money Professionally

1. Professional Wealth Professional Wealth Management Management Comprehensive wealth planning involves optimizing Comprehensive wealth planning involves optimizing international asset allocations, minimizing tax, international asset allocations, minimizing tax, preserving capital and ensuring your directives are met preserving capital and ensuring your directives are met for the next generation. Advanced planning saves time, for the next generation. Advanced planning saves time, money and stress down the road. We work closel money and stress down the road. We work closely with clients’ legal and tax professionals to ensure you and your clients’ legal and tax professionals to ensure you and your loved ones are well protected. loved ones are well protected. y with DECEMBER 16 Stratford Management inc Tokyo 1

2. Managing Your Money Professionally Wealth Planning What is professional wealth management, and how does it differ from other types of investment management? Wealth management is a type of investment advisory that combines financial planning, investment portfolio management, and other financial services to provide a clear strategy that allows people to manage their money more successfully. Wealth management consultants can also work as independent certified financial planners, chartered wealth managers stratford management inc tokyo japan, or any other credentialed professional money manager whose goal is to help long-term investors build their wealth. When is it necessary to hire a professional wealth manager? Many small company owners use wealth management advisors to help them with retail banking, estate planning, legal resources, taxation, and investment management. People may make their money work harder for them by hiring a skilled, strategic personal finance director, allowing them to enjoy their time more. Many individuals who have a lot of money have a lot of time, and a personal financial planning service may help them turn their money into a more pleasurable existence. 2

3. How is this accomplished? • By keeping financial data such as balance sheets, profit and loss statements, and cash flow statements up to date on a regular basis. • Creating cash flow estimates and doing a review on a regular basis • Evaluating the viability of existing enterprises as well as the possible return on investment in new ones. • Assisting in the management of balance sheet assets • Analyzing income to calculate cash flow and determining how to effectively utilize other sources of income. • Examining existing outgoing expenditures with the goal of decreasing waste and inefficiency. • Recognizing possible hazards and devising a strategy for effectively managing them. • Managing taxes and determining the most cost-effective tax reduction strategies. • Putting together a team of specialized experts with expertise ranging from tax to legal. 3

4. • Meetings with board members on a regular basis to provide open lines of communication, coherence, and guidance stratford management inc review. • Provide full reporting and benchmarking against the original strategy on a regular basis. • Take all necessary steps to guarantee that you’re financial and legal obligations are satisfied on a regular basis. • Assist in the financial administration management process. One of the most effective methods to ensure your financial future is through professional wealth management. By guaranteeing a financial future for yourself and your family, you'll have more time to accomplish the things you love and that we should all strive for. Too many individuals in high-paying jobs lose sight of the broader picture and fail to contemplate the genuine worth of life that may be realized by working with a personal financial director. 4

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