Preserving Wealth

Life stages wealth preservation

You have worked hard to generate, accumulate and take care of your wealth throughout your life, you want to ensure that as much of your accumulated wealth as possible is transferred on to the beneficiaries you have chosen when you are no longer here. This could be your family a charity you support or a close friend. Whatever your desires, Yamamoto International's team of professionals can ensure sure your wealth is put in order in the most efficient and effective way.

Maximizing the wealth you leave behind

Once we have ascertained you have a valid, up-to-date Will already in place – and we can assist you with one of our specialists to assist and arrange this for you if required. We will then advise an appropriate course of action in an individual estate planning evaluation. Estate planning is complicated and our expert financial consultants have the knowledge gained over years of experience assisting clients in this area. We can help you examine such issues as suitable gifting arrangements, or arrange whole of life protection so you can be sure your beneficiaries' inheritance tax liability is covered.

As with all aspects of financial planning, everyone has specific requirements that require tailored solutions. We take the time to look at your own particular circumstances and then provide you with bespoke advice to enable you to reach your objectives.

Life Stages Time Line

How we can help

Yamamoto International is here to help you to live a more prosperous life. Whether your requirements are for wealth generation, wealth optimization or wealth preservation, our expertise and access to a range of financial management solutions will help you capitalize upon your financial potential.

The client experience

We work closely with clients to deliver a comprehensive wealth solution that is focused on achieving client specific financial goals.

Wealth management

Combining the components that we believe are essential for optimized financial management into a comprehensive, efficient wealth structure.

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Account management

Depending on the service requirements, the level of involvement each client wishes to take, we deliver a range of discretionary and non-discretionary arrangements.

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Becoming our client

As our client you have access to our financial management expertise, supported by a dedicated team of account administrative specialists.

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