Wealth Management Services
Our team provides comprehensive financial planning services, including help with developing a financial goal plan, creating a budget, investing for retirement, planning for retirement income, and estate planning.
Our team can assist you in defining and aligning the purpose of your philanthropy, ensuring it reflects your values and aspirations. From identifying meaningful causes to creating a strategic roadmap, we can help you maximise the impact of your giving.
Our team offers a flexible investment style to capitalise on the evolving macroeconomic environment. We can actively position portfolios in response to market changes and are free to invest in an unconflicted way.
InDome actively assesses changes and proposed changes to tax laws and the effect they may have on the current landscape. It allows us to minimise tax liabilities while ensuring compliance with tax laws and regulations.
InDome team can guide you through the process of identifying a meaningful legacy and help you create a governance framework. We ensure continuity and succession in line with the intent of family principals.
We have a unique approach to guiding you in your plans to pass on your wealth to the next generation while integrating sustainability goals and ESG criteria into your investment decisions. The offering ranges from family governance and philanthropy to asset allocation with the aim of reflecting your sustainability preferences and enabling you to invest responsibly.
Comprehensive financial planning
Investment strategy and portfolio management
Intergenerational wealth transfer planning
InDome endeavours to provide clarity and guidance on the process of wealth transfer. We prepare recommendations and advice on how to make sure your assets are passed on in the most effective manner — including estate and inheritance tax related matters.
Estate and trust structuring
We provide best practice estate structuring solutions to people who wish to protect and preserve wealth for themselves and their families. We also structure trusts and family holding structures, providing a full range of tax and legal services, such as record keeping, annual general meetings, resolutions, and compliance.
Philanthropy advisory
Tax optimisation strategies
Family governance and succession planning
ESG and sustainability