Managing Significant Wealth
Effectively handling substantial wealth, be it owned by individuals, families, or family offices, requires appropriate expertise and access to both local and global investment opportunities. At Empire Financial Group this is what we offer to our discerning and advanced investors.
There are no “off-the-shelf” solutions here. We grasp the complexity of legal and tax structures and work with your existing professional contacts. We also consider your other investments to deliver wealth management solutions tailored to your unique needs.
Empire Designs Portfolios for Various Needs and Situations
There’s a misconception that because somebody has a lot of money that they don’t need advice. They do. Where we often come in, is to ensure appropriate diversification and reducing risk and dependence on cornerstone family investments. Being investment-agnostic is crucial in delivering a bespoke service.
What You Can Expect From Us:
- A focus on long-term capital growth
- Steady and dependable income streams
- Large-scale wealth management for intergenerational legacy building
- One-off bespoke investment opportunities
- Capital safety emphasis
The Empire Difference
Our investment committee comprises qualified, experienced Empire team members, supplemented by external independent consultants, enhancing our investment team’s depth and reach.
With our collective experience in managing billions of dollars, we provide you with expertise, unique solutions, and preferential pricing. Learn more about our approach to portfolio management.
Having a very good understanding of why our clients are investing in different asset classes, and what the end-goal is for those different asset classes is incredibly important. It gives them the peace of mind to ensure that they can sleep well at night knowing that there’s somebody who’s looking after that significant wealth for long-term capital preservation.
Testimonials.
“After the public listing and eventual sale of a business I co-founded, I was faced with the prospect of managing funds that had life changing significance for me and my family. I wanted to ensure these funds were protected and preserved for future generations, as well as giving me the freedom to make choices about my future on my terms and with full flexibility. The Empire team have been with me the entire journey and have given me confidence and peace of mind. They are a trusted sounding board and have my back whenever I need them. I recommend them to everyone who needs sound, professional and objective financial advice.”
Dean Ercegovic
Co-founding Executive Director Primero Group
Non-Executive Chairman Sun Silver Ltd
Non-Executive Director James Bay Minerals
Meet the Team That Will Get You There
