How We Work With You
At BBS Trust International Limited, our ultimate goal is to help create, implement and manage solutions that meet your needs. Solutions that are flexible and workable for you or your family or organization in the years to come. The cornerstone of our highly personalized service is anchored in our 4-step wealth management planning process, defined as follows: –
Step 1: Discovery - Evaluation of your unique needs and objective:
We begin by gaining a deep understanding of your unique financial circumstances from a variety of perspectives including but not limited to your family or organizational situation, mid- and long-term goals as well as risk tolerance. We also work on uncovering complex and sometimes competing needs and interests that may characterize your circumstances now and in the future.
Step 2: Strategy - Customizing your plan:
Like many of our long-standing clients, your financial circumstances may call for comprehensive and far-reaching strategies, which evolve over time. Hence, once we understand your needs and goals, our team of specialists will work hand-in-hand with you to develop a customized strategy fit for you.
Step 3: Implementation - Executing your personalized plan
With the right strategy in place, we work towards implementing your wealth management plan.
Step 4: Review and Management - Meeting your changing needs
Individual and ongoing care is critical in preserving your assets and helping you realize your goals. For these reasons and more, your relationship manager will review your wealth management plan regularly to accommodate changes in your circumstances and to ensure it meets changing economic or regulatory developments.
Get in touch:
Discover how we can help you achieve your goals and meet your needs today, and throughout your lifetime.
BBS Trust International Limited +60 12-360 7313
+60 12-611 0168
+60 3-7772 6333
info -at- bbstrust -dot- com