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Private Clients

Overview

In today's complex financial landscape, your high-net-worth clients demand sophisticated wealth preservation and legacy planning solutions. Their distinctive portfolios and risk profiles require precisely calibrated financial instruments that protect and optimize their wealth across generations.

ARTHA SOLUTIONS brings nearly three decades of expertise in global financial solutions. Through our network of international investment platforms and strategic partnerships with leading financial institutions, we empower wealth advisors and institutions to deliver comprehensive, tailored solutions that meet their clients' evolving needs. Our curated platform of investment and insurance products ensures you have the tools to provide your clients with institutional-grade wealth management solutions, enhancing your value proposition while strengthening client relationships.

Comprehensive Asset Protection Solutions

  • Ultra and High Net Worth Portfolio Coverage
  • Multi-jurisdictional Property Protection
  • Fine Art and Collections Insurance
  • Premium Valuables Coverage
  • Luxury Vehicle Fleet Solutions
  • Maritime and Aviation Assets

Executive Risk Management

  • Global Health Coverage Solutions
  • High-Value Life Insurance Programs
  • Executive Security Coverage - Kidnap, ransom and extortion
  • Cyber insurance

Investment and Wealth Management Services enable your clients to optimize their portfolios through our network of distinguished asset managers. We provides access to sophisticated investment solutions, regular portfolio rebalancing, and dynamic risk management tools - enhancing your ability to deliver institutional-grade wealth management services.

Estate Planning Infrastructure

  • Cross-border Trust Solutions
  • International Will Execution
  • Multi-jurisdictional Estate Planning

Corporate Succession Solutions

  • Business Continuity Planning
  • Executive Protection Programs
  • Corporate Ownership Transition
  • Shareholder Agreement Structuring
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