Wealth Management

Century Capital Wealth Management is an all-round solution covering business, commerce, taxation, insurance, retirement planning, estate planning or charity. Our services are designed to help our clients or the financial situation of their businesses, with the aim of consolidating long-term wealth.
Our role, as consultants, is essential to ensure the safety of personal and corporate assets. Gaining trust is our mission and we are committed to developing strong and lasting relationships with our customers, partners and stakeholders, offering opportunities for growth and asset consolidation.
We believe that transparency is crucial in all of our customer relationships and we measure our success by the depth and the breadth of the trust we place in our customer relationships.
We act in the interest of our clients with the highest priority, demanding from our managers and collaborators only the highest ethical and professional standards, ensuring confidentiality and discretion in all our relationships.
We constantly strive to raise our standards of service excellence, offering all our customers the highest standard of tailor-made solutions to meet their needs. We understand that each client’s individual needs are unique and we never offer a standard proposal that will fit anyone, but together with our extensive network of private banks and industry partners, we are able to offer a single point of contact, developing tailor-made solutions for all wealth management objectives.

Our clients value having us on call for financial counsel, life planning, decision analysis, and customized portfolio management.

We are here to help You

As a firm, we strive to maintain a healthy balance between technology and human thought. Advancements in FinTech enable us to receive massive amounts of critical information, in real time, and fully customized to our investment process. We do not believe technology by itself can fully replace the role of an investment advisor.

Structuring and protecting assets

Each client has different personal and family situations, that’s why we offer tailor-made solutions that can meet the different needs of asset protection. We dedicate time to our clients, their families and consultants to understand their personal needs and aspirations for the future and together with them we agree on the different personal strategies.

Generational Wealth Transfer

Successful entrepreneurs are known for building their businesses over the years with a combination of passion and hard work.

Naturally, there will come a point when you start to think about planning for the future, stepping back from your businesses and passing wealth to loved ones. A robust wealth transfer plan can help you to achieve all three.

Planning for a wealth transfer as early as possible will provide you with the time and breathing space to make sure you have the right structures in place when you decide to step back from the business. The broader preparations are likely to span tax and estate planning, as well as retirement, inheritance and succession planning. Although it may feel like there is a lot to think about, try not to lose sight of the benefits a plan can bring.

Century Capital can help entrepreneurs to find the better solution that fit their objectives about retirement plans and generational wealth transfer

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