Newman Jiang's collaborative way of working adds significant value and benefit to clients, who can rest assured that we will work with their other advisors to ensure their best interests are always the focus of our actions. We intend our relationships with our clients to endure and hope they engage our services for many years.
One way to promote this longevity is to create an environment that encourages close working relationships, transparency, and free discussion. Honesty and openness are essential to truly understanding each other.
As the authentic wealth management services we offer encompass all aspects of financial planning and investment management, it is essential we can freely discuss issues that are sometimes sensitive, or people are reluctant to discuss.
This reluctance is sometimes compounded by the involvement of family members, for example, when discussing legacy and inheritance planning. Hence, we understand how to approach these subjects delicately while still gaining the information needed to offer appropriate suggestions and recommendations.
The inclusion of multi-generational planning is an integral aspect of wealth preservation. We can help educate future generations to ensure they understand the responsibilities involved in being the custodian of family wealth.
As professional advisors, our focus remains on providing the best, most sensible advice, support, and guidance to our clients through building close relationships with them and their other advisors.