Problems We Help Our Clients Solve
Do you find these matters important?
As an expat how can I maximize my cross-border financial and health management?
Over 50% of expatriates struggle with financial and healthcare aspects and continuity of services
How can I ensure my children retain their inheritance?
Did you know that 70% of wealthy families lose their wealth by the second generation and 90% by the third!
How can I make sure my kids don’t grow up entitled, or suffer from mental and motivational issues?
Affluent children are 150%-200% more likely to develop anxiety, depression, eating disorders or substance abuse issues.
How can I optimally prepare for the eventual transfer of ownership of my business?
Under 20% of business owners create an exit plan. Missing out on the opportunity for a smooth transition, tax minimization, and maximal returns.
How can I ensure my children retain their inheritance?
Did you know that 70% of wealthy families lose their wealth by the second generation and 90% by the third!
How can I increase health and lifespan & ensure access to the best experts worldwide for me and my loved ones?
The average person spends at least 10 years in poor health and can extend their life by over a decade.
As an expat how can I maximize my cross-border financial and health management?
Over 50% of expatriates struggle with financial and healthcare aspects and continuity of services
How can I optimally prepare for the eventual transfer of ownership of my business?
Under 20% of business owners create an exit plan. Missing out on the opportunity for a smooth transition, tax minimization, and maximal returns.
How can I make sure my kids don’t grow up entitled, or suffer from mental and motivational issues?
Affluent children are 150%-200% more likely to develop anxiety, depression, eating disorders or substance abuse issues.
How can I increase health and lifespan & ensure access to the best experts worldwide for me and my loved ones?
The average person spends at least 10 years in poor health and can extend their life by over a decade.
How can I ensure my children retain their inheritance?
Did you know that 70% of wealthy families lose their wealth by the second generation and 90% by the third!
Our team’s original research was featured in:
Private Wealth Management
Using goals based financial planning we build a wealth plan to help you achieve what’s most important to you.
Whether you need personalized investment advisory, capital and tax efficient portfolios, asset protection strategies & risk management, or coordinating private banking solutions, we make sure your interests come first.
Private Longevity Management
Long-term preventative planning to address chronic conditions early.
In-depth checkups and personalized plans by a team of interdisciplinary world leading experts to fine-tune and optimize your health trajectory. Scientifically validated, evidence-based care, tackling misinformation in the longevity field.
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Health
Scientifically validated health management that actually works. Improve disease risk biomarkers, get early diagnosis and prevention of chronic diseases.
Money
Help employees take care of essentials such as wills, life insurance, continuous power of attorney, trusts , taxes, and pension optimization for expats.
Real Impact
Make meaningful impact by integrating premium health and wealth services. Provide your expat employees continuous health and wealth care.
In Real Life
The meetings that matter happen in real life. Our team of experts will meet your employees in person to provide recommendations, guidance and support.
Protect, Grow And Experience Your Wealth
At Holistify, our approach is different.
With us, you will not only receive exceptional wealth management services, but you will live a long healthy life to enjoy your assets.
The Wealth 3.0 journey is a structured process guided by different teams of Fiduciary experts that only have your interest in mind (financial planning team and longevity planning team).
We seamlessly integrate all services and service providers under one trusted roof for more efficient, convenient, and professional management.
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