Investing

Leverage on our ngenuity as we draw the map to your destination together.

Many men and women through the years have accumulated wealth and grown famous and ticked every box, but left with only themselves in the end – rich in ambition, but unfulfilled in the heart unless they extended a hand

Our team helps you realize and exponentiate the greatest joy of serving humanity in your day –true happiness, because if it’s only about accumulating things, we are hopeless and enslaved, but if it’s about people, we are hopeful! We are alive! We are free!!!

And this is not for the rich only, empty pockets never held anyone back from giving, only empty heads and empty hearts. We are only as wealthy as are the things we can expend on other, we are bigger than just what we have.

What better time to join a cause in promoting welfare and creating a better future than now as we approach the last decade of the global transformation to 2030 Agenda for Sustainable Development.

Do you want...?

Financial Planning

Estate Planning and Trust Administration

Private Wealth Management

Wealth Management Tax Services

Business Solutions

Financial Planning

Each stage in life ( marriage, career advancement, divorce, having children, retiring) presents its own opportunities and brings financial responsibilities that require you to evaluate your financial situation and wonder if you can be able to handle it.

We take a comprehensive, financial planning-led approach to investment management. We put together all the pieces to create a plan that is custom-built for you, addressing all aspects of your financial life, from estate planning, income taxes, risk management and portfolio management to retirement, education, asset protection and charitable planning.

Every client’s dreams and objectives differs. We understand that you are an individual with your own goals and priorities, and that understanding informs everything we do on your behalf. Our services are comprehensive and tailored to your life and your goals. Meet us. Then you’ll see how our approach is different.

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What’s a Rich Text element?

At Akribos, we recognize that wealth preservation plays as important apart in a client’s financial plan as wealth accumulation. We have unmatched experience and capabilities in employing customized estate planning strategies to ensure our client’s wishes for their family and assets are fulfilled. We cater for simple plans, protecting assets from creditors and eliminate the need for probate, intricate techniques for safeguarding wealth across multiple generations, our team can design and implement the right strategies to meet every need.

Services we offer include:
Wills and living wills
Revocable and irrevocable living trusts
Life insurance trusts
Charitable trusts and foundations
Probate Trust termination
Marital agreements

Our legal expert partners coupled with our financial planning-led strategic investment approach delivers a comprehensive holistic wealth management experience for our clients.

When creating a trust, the choice of a trustee – the person or entity responsible for managing the trust assets and handling distributions to beneficiaries – is an important decision. Many individuals wish to spare their friends or family this burden, or they wish to maintain professional oversight of their financial legacy. Akribos’ trust administration services allow our clients to fulfill this wish.

We offer services including trust administration,accounting, record keeping, tax reporting and compliance, distributions and settlement.

We can meet our clients’ needs for:
Asset protection trusts
Multi generational trusts
Successor planning

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At Akribos, our wealth management services is centred around the relationships we share with our clients. We collaborate with high-net-worth individuals like you to develop customized strategic investment and wealth management products.We are always be your side.You should know what you are getting for your money when it comes to financial advice. This is the core of our belief system. You should know the fee you are paying for advice, and you should know exactly what you are getting in return. Your objectives come first.

No matter what your goals are, we'll help you get there.
Every service we provide has one primary purpose – to help advance our client’s individual financial goals. Your specific objectives help us construct a portfolio tailored to meet your needs. Before selecting any assets for your portfolio, we undergo a thorough discovery process to understand your desired returns, income needed to support your current lifestyle, future liabilities,desired liquidity, tolerance for risk (including possible loss) and other important factors.

Our private wealth advisory team is composed of individuals whose core competencies are focused on investing and financial planning and who are dedicated to the client’s success. Our advisors maintain regular and close communication with clients to regularly evaluate how changing life circumstances might inform your asset allocation or investment management strategy.

We cater to your level of understanding about investing and your desire to be involved in how your assets are invested. Do you want to be more hands-on and be involved in every decision? Do you want us to take care of everything and provide you with frequent updates? Or would you prefer something in between? We will work in the way that’s most comfortable for you.

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Simplifying Taxes
‍Tax laws are complicated and forever changing. We are focused on one thing: implementing strategies to reduce the impact of taxes on our clients wherever possible.
Our team will leverage every opportunity to reduce taxes using a deep knowledge of tax laws and also a comprehensive understanding of your financial life.

We integrate our tax expertise into your wealth management and financial planning strategies. Our team and partners include certified public accountants (CPAs), wealth managers and attorneys that works together to help your team maximize your after-tax returns.

Our wealth management tax services include:

Optimizing the management and allocation of assets between account types whenever possible, such as taxable, qualified or charitable accounts.

Informing you of legal techniques available to reduce or eliminate death and estate taxes.

Suggesting potential strategies to reduce income taxes.

Consultation regarding closely held private stock, concentrated publicly traded stock positions, stock option programs and employee stock programs.

Providing advice regarding real estate investments and transactions.

Providing up-front pricing for tax return preparation and compliance work for clients who wish to utilize the full capabilities of our tax team.

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