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We provide investment advisory service that combines other financial services to address the needs of affluent clients. Our wealth management advisor is a high level professional who manages affluent clients’ wealth for a lump-sum fee. For more than a decade, we have helped individuals and institutions thrive through innovative, intelligent thinking, extensive industry experience, and sophisticated financial services.
At Willor Trust, we work with achievers like you to define the impact you want to make on the world. Then we help you create a custom financial plan that puts your money to work toward achieving those goals. We have brought together everything you need: investing, banking, lending and trust specialists.
Minimum investment and general eligibility: 2.5 million EUR managed through WT Wealth Services and 10 million EUR or more in total investable assets. Annual investment advisory fee is 0.50% - 1.05%.
If you seek a trusted advisor that can help integrate and optimize every aspect of your financial life, then Willor Trust is amongst the market leaders. With vast experience in serving the international financial needs of high net worth individuals and their families, we can help give you the freedom, confidence and control to realize your aspirations, whatever they may be.
Wealth Planning
Effective wealth management involves understanding the financial impact of your investments as well as the tax implications. We can advise you in a choice of strategies for managing your wealth that comply with the tax provisions specific to each country. Our capacity to manage multi jurisdictional and transgenerational situations is a key component of our expertise.
Assessment
We provide an assessment of your personal, family and estate situation and we listen to what you want to achieve from the management of your assets.
Financial Engineering
Based on this assessment, we prepare different structuring and planning scenarios appropriate to your situation and your projects. We are also on hand to give you particular advice as and when necessary in all areas that directly or indirectly affect family wealth and estate planning laws.
Support
We provide support in setting up your chosen solutions:
- Assistance in drafting legal deeds and other documents.
- Putting you in touch with the right specialists (notaries, lawyers, accountants, property professionals and family office experts).
- Coordinating contacts with the specialists and ensuring that the recommendations comply with the target objectives.
Willor Trust Advantages
In our practice, we emphasize objectivity and take a very cost-efficient approach to intelligent investment selection and management. Our investment style is active management. We do not subject our client to the hidden fees often found in mutual funds, limited partnerships, or other “packaged” products. Instead, we will analyze your financial needs and help you regain control of your finances through a personalized portfolio of equities and exchange-traded funds (ETF’s).
It is our responsibility to you, as our client, to develop a personal investment plan, to monitor and manage the performance results of your portfolio, and report your account performance regularly. We conduct an annual review of your accounts, consistently considering your changing needs. We are a fee-based asset manager.
All advice, services, and ongoing asset management are included in a nominal flat rate, thereby eliminating all commission incentives, in-house sale gimmicks, or referral fees. Rest assured, your financial future, peace of mind, and best interests are always our primary focus!.
Who Qualifies?
In order to best serve our clients’ needs through personalized attention and services, our minimum investment per account is EUR 2,500,000.
This minimum may be reduced in select situations.
Free Consultation
We know that every client’s goals are different. Therefore, we know that it is important to individualize our services for each client to achieve optimal results. We offer a free consultation where we analyze your current financial situation as well as future goals and provide recommendations on how we may make improvements, take advantage of available opportunities, and help insure that your financial and retirement future will be bright. Contact us today to schedule your consultation and start working toward your ideal financial future!
