In order to meet the complex needs of our clients, we offer a one-stop solution with a broad range of services — such as investment advice, estate planning, accounting, retirement, and tax services. We make this possible through the partnership with top licensed professionals who gather to help and exceed our client’s expectations.
The main goal of Trian Financial with this service is to organize, protect and increase our client’s assets and assure them that they will be managed by professional trustees for their and their heirs’ benefit.
Our pluses
- One-stop shop.
- Expertise and quick set-up process
- Flexibility and client-focus process
- Partnership with tax experts in different countries
- Detailed and consolidated reports