Best in Class
WE ESTABLISH INVESTMENT PLATFORMS FOR FAMILY ASSETS &
PROVIDE FINANCIAL EDUCATION TO FAMILY MEMBERS
We want all our customers to experience the impressive level of professionalism working with Cachet. Our range of services, especially asset management, are designed to make your life easier and stress free. You can trust us to supply you with the best products, as well as top quality customer service.
The Most Trusted Partner
As a family office we manage wealth for families. We provide family management services, including family governance, financial and investment planning and education, philanthropy coordination, and succession planning.
We establish investment platforms for family assets and provide financial education to family members, designing suitable investment strategies, and helping family members to execute them efficiently. Having a group of investment specialists and research analysts, our family office also provides discretionary portfolio management services. We cater to different clients' needs by the ability to manage discretionary portfolios from different banks and securities houses, helping clients to manage their relationships with different custodians.
Cachet is also a specialist in succession planning. We advise on setting up trusts as well as insurance policies as means of wealth succession. As most of our clients are successful business owners, we also provide advisory services to clients on business ownership restructuring as part of their succession plans.
WE ESTABLISH INVESTMENT PLATFORMS FOR FAMILY ASSETS BY PROVIDING FINANCIAL EDUCATION TO FAMILY MEMBERS
The Holistic Approach
We provide a wide variety of financial services in wealth management and research and have a strong network within the financial industry.
OUR CLIENT'S FAMILY WEALTH NEEDS TO BE TAKEN CARE OF,
SO DOES THEIR FAMILY BUSINESSES
We are Here to Solve your Problems
Cachet can arrange financing proposals against your marketable securities or assets to enhance your investments, increase your liquidity or finance business expansions. Marketable securities and assets includes securities, real estates, private equities and life insurance portfolios.
Perception of Reality
Cachet Financial Communications is a prominent financial public relations expert specializing in company and investor communications. Our mission is to bring out the intrinsic value of the companies.