Services
Is our one-on-one close financial advice service, that gives you unlimited access to a certified financial planner and other advisors for a personalized financial evaluation, guidance and planning to help you reach your financial goals.
We’ll suggest an investment strategy for your perculiar situation, manage a well diversified account and make adjustments along the way to help keep your savings goals on track.
For increased personalization, professional guidance from a certified financial planner and other Advisors guarantees your customized roadmap to reach your goals
We’ll help you create a personalized financial plan that has the flexibility to change as your life evolves and other events emerge.
Get monthly updates of account progress showing your investing activities.
Minimum investment of N15,000,000 or securities (shares & bonds) worth
Our wealth management plan is a three-fold cord – you, your dedicated certified financial planner/investment advisor, your wealth management team.
Because we know that your wealth isn’t just about your money. To you, they are also likely beyond certain specific investments & retirement goals. They might include your family, forging a legacy, values, Risks management, philanthropic activities and more.
With more wealth comes more complexities and broad arrays of other diverse needs. We’re there for you, we turn your possibilities into plan for you, your family and the world- as far as you can see it.
Your wealth management team is there to help you to explore and pursue your wealth management needs and goals–Strategies designed to grow and protect your wealth today and on the long haul. It all starts with a conversation.
Front Line management team can help you manage your wealth, from investment and beyond.
We incorporate your need today, tomorrow and your legacy – including budgeting, investing, cash management, retirement planning, Passing down your wealth to your loved ones, the courses that are important to you and more.
You can achieve your ambition. We can turn your possibilities into plan.
Front Line wealth management Team can help with your investment and beyond.
You have worked so hard to create your family wealth. The next question is how you can ensure it passes to the people you love and the courses you care about.
Planning today can provide you and your family the comfort you need now and smoother transition when the time comes eventually.
Estate planning can be a complex process. As you go through these important steps and decisions, a competent and experienced advisor familiar with your unique circumstances can assist your attorney in creating a comprehensive estate plan that reflects your goals and the kind of Legacy you wish to leave behind including transfer of your wealth to your future many generations.
With our tailored solutions and strategies we can help you preserve and transfer wealth smoothly and most profitably.
Your estate plan advice & solutions may include documents to nominate guardians for your under-aged children, list your assets and outline what should happen in a medical emergency.
You can create a trust-based complete and comprehensive Estate plan for the protection and transfer of your assets even to your multiple generations unborn while avoiding probate court.
Trust can enable you to pass your assets to your beneficiaries very seamlessly.
Your Trust terms may also be crafted to be flexible and meet evolving needs for your beneficiaries including your dynasty.
Your wealth life requires commitment and long-term care, and that is where we come in. Evaluating all options to give you the best advice and solutions. Taking our time to understand you and your peculiar circumstance is what our advisors do best. Our Trust experts will work with you to select the different levels of trusts you need for your peculiar circumstance both onshore and offshore.
We provide you with a fitting third-party corporate trustee for your trustee account.
How it Works
We discovered that investment management may not be high on your list or what you are cut out for. Front simple is an investment advisory service with an already built range of investment strategies constructed to suit your goals, risk tolerance and time horizon (how long you might want your investment to last).
Our aim is to solve the rigorous problems you have with the shares you bought or any other Securities you own in the financial markets and restore the outstanding claims (dividends, shares and payoffs etc.) in the various companies quoted on the stock exchange in a cost effective and less hassle way. These include securities (shares, others) of your deceased loved ones.
