Financial Planning

The three main objectives of an investor are:

• Protect the assets
• Grow the assets
• Optimize Taxes

In order to fulfil these objectives, we either directly or through one of our partner companies offer the best and unbiased advice to our clients to help them figure out the most efficient and effective structure to achieve their goals.

After the thorough understanding of our clients’ personal situation, risk profile and market condition, we devise an investment portfolio that is commensurate with tax and legal obligations and yet yields the higher returns.

Asset Protection

Asset protection is the foremost concern of any client before undertaking an investment and should be dealt with judiciously before setting out for asset growth.

Leveraging the experience of our in-house tax and legal planners along with the world-wide tax specialists, we are able to devise the most agile and robust asset protection strategies for our clients.

The asset protection strategies are specifically devised suited to individual requirements and are meant to free our clients who typically comprise of public company executives, business vendors and physicians/surgeons of any financial worries for the future. This typically involves setting up one or several companies or trusts and investing into long term yet high yielding projects that offer positive absolute returns in all circumstances.

Retirement Planning

In order to ensure the same lifestyle that we are used to today is also available after the retirement and to also secure the future of the next generation, retirement planning tops the list of responsible investors in Europe, Asia and the US.

Apart from investing in various retirement schemes offered by banks and insurance companies, estate planning can also be a part of the retirement plan strategy.

Working along with specialists and studying closely the economy and analysing the market bend, we recommend best-in-class retirement solutions to our clients that ensures both reduced taxes and secure future.

Tax Optimization

At Sopho Investment House, apart from asset protection and asset growth, we pay special emphasis on legally reducing the taxes as it directly impacts the client’s net investment returns.

This involves finding the tax benefitting investment opportunities across the globe.

Working along with tax, legal and accounting experts, we set up a structure compromising of trusts, companies, funds and insurance in such a manner that it leads to significant tax savings for our clients.