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Corporate Wealth 3.0 Management

An evidence based approach that actually works

Welcome to our Boutique Corporate Wellness and Financial Planning services

Tailored solutions for executives and employees in a large multinational organizations to achieve optimal health and financial prosperity.
 
Ensure your employees two largest concerns are addressed so they can concentrate on productivity.
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Corporate Wealth 3.0 Management

An evidence based approach that actually works
Ensure all the special financial needs of the employee in a large multinational organization are taken care of.

Stock and Options Management

Expert advice on the efficient use of stock options and other financial instruments.

Financial Planning

Essential guidance how to grow & preserve wealth.

Retirement Planning

Optimize retirement savings to ensure employees are prepared for a retirement that is continuously becoming longer and more expensive. Expats can get cross border & international pension planning.

Insurance & Legal

The best  insurance options or legal services to protect employees and their families such as: wills, life insurance, continuous power of attorney etc.

Tax Optimization

Advanced strategies to minimize tax liabilities.

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Why Choose Us?

A Unique, integrated approach

We combine comprehensive health management with strategic financial planning.

Enjoy real peace of mind

By addressing the two most critical aspects of life—health and financial well-being—employees are more productive,  committed and appreciative towards the workplace.

A new level of effectiveness

This unique combination allows us to provide financial incentives to ensure meaningful and measurable improvement in wellbeing and productivity.

Make a Measurable Impact on Your Workforce Now

Holistify Insights

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How to Counteract Cognitive Biases

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The Evolution of Health and Wealth: Understanding why your brain makes suboptimal decisions

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Healthy Returns: The Investment Approach to Better Health


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The Hidden Costs of Wealth: Mental Health Risks for Children

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