Anuva Wealth offers a Comprehensive Solution for managing family offices, from setting up a family trust and managing the investment portfolio, to taxation and reporting.
Our journey has been marked by a commitment to Excellence, Innovation, and Personalized service. Over the years, we’ve expanded our expertise and offerings to meet the evolving needs of high-net-worth families and individuals.
Purpose and Goals
At Anuva Wealth LLP, our purpose is to safeguard and grow Family Wealth across generations. We aim to:
- Provide comprehensive wealth management solutions tailored to each family’s unique needs
- Ensure seamless Wealth transfer and preservation
- Foster Financial Literacy and responsible stewardship within families
- Promote philanthropic endeavors that align with our clients’ values
Our ultimate goal is to be the trusted partner in our clients’ financial journey, helping them build lasting legacies.
Estate Planning and Wealth Transfer
Secure your legacy with our comprehensive Estate Planning and Wealth Transfer service. We help you navigate the complexities of Estate Laws to ensure your wealth is preserved and transferred according to your wishes. This service goes beyond basic will creation; it’s about developing a strategic plan that minimizes estate taxes, protects your assets, and provides for your loved ones. Whether you’re looking to support your family, contribute to charitable causes, or both, we’ll help you create a plan that reflects your values and maximizes the impact of your Wealth for generations to come.
Business Succession Planning
For Business Owners, our Business Succession Planning service ensures a smooth transition of your enterprise, whether to family members or external buyers. This service helps you maximize the value of your business while minimizing tax implications and potential conflicts. We work with you to develop a comprehensive plan that addresses leadership transition, ownership transfer, and financial considerations. By planning ahead, you’ll be able to protect your legacy, ensure the continuity of your business, and secure your financial future. The result? Peace of mind knowing that your life’s work is in good hands.
Philanthropic Planning
Make a lasting impact with our Philanthropic Planning service. We help you align your charitable giving with your values and financial goals, maximizing the effect of your generosity. This service goes beyond simple donations; it’s about creating a strategic approach to philanthropy that benefits both the causes you care about and your overall financial plan. We’ll help you explore various charitable vehicles, from donor-advised funds to private foundations, ensuring your contributions are tax-efficient and impactful. The benefit? The satisfaction of making a meaningful difference while optimizing your financial position.
Offerings
Anuva Wealth LLP provides a comprehensive suite of services designed to address all aspects of wealth management:
Charity and Philanthropy: Structuring charitable giving
Wealth Management: Customized Investment Strategies, Risk Management, and Portfolio Optimization
Family Governance: Developing family constitutions, facilitating family meetings, and nurturing next-generation leadership
Trust Structures: Designing and implementing complex trust structures for efficient wealth transfer and asset protection
Estate Planning: Comprehensive estate planning services to ensure smooth succession and minimize tax implications