#Thinkwiththilina

Curating comprehensive financial planning solutions via analyzing a client’s overall financial picture; including tax planning, investment management, & insurance while working with accountants, attorneys, & other professionals. Design strategies to reduce client's tax footprint while adhering to the rules and employ estate planning & corporate wealth preservation tools. Prepare client Investment Policy Statements (IPSs) based on objectives & constraints and also blend behavioural finance with traditional finance in determining the risk appetite. Determine the strategic asset allocation via modern portfolio theory with exposure to both traditional and alternative assets thereby allowing a potentially higher degree of diversification.