At Amana Capital wealth planning merges the disciplines of retirement planning (accumulation) and estate planning (distribution).
We address the three most critical issues facing you as a High Net worth client:
- Creating, growing and preserving wealth.(Will I have enough during my life?)
- Planning for the use of wealth during life.(Where will the money come from to support my lifestyle and other objectives?)
- Planning for the distribution of wealth at death.(Who gets it when I die?)
We help you to make decisions based on a clear understanding of the tradeoffs between Growth & Income ; Risk & Return ; Spending & Security and Wealth Transfer & Wealth control.