Portia Capital has a proven track record in advising business owners, corporate executives, and professionals. Such clients typically generate significant wealth. However, this often comes with notable demands on their time. Furthermore, such a time-consuming professional life can frequently coincide with the pressures of raising a family. Either way, such a ‘cash-rich/time-poor’ scenario is not uncommon and can, even with the best of intentions, often result in such clients’ finances and investments being neglected.

Portia Capital provides a solution to such scenarios through our comprehensive suite of customized investment and wealth-management services, ensuring, in turn, that all aspects of such clients’ often-complex finances are in order and that their surplus income and investments are working optimally for them.

Experiencing the loss of a partner or going through a divorce are some of the most emotionally challenging experiences in life. Sadly, these difficult life events can also bring unprecedented and complex financial issues. For many, unwinding, making sense of their new financial circumstances, and then taking the necessary actions can be overwhelming.

Faced with very different personal and financial circumstances, we take the time required to help such clients gain a clear understanding of the various aspects of their financial situation and feel comfortable with the actions that need to be taken.

Thereafter, we develop and execute a long-term financial plan tailored to their new situation and life goals, ultimately providing comfort that all aspects of their finances are in order and that their investment portfolio is being optimally managed.

An imminent retirement, or retirement itself, introduces a new set of financial priorities and considerations. Initial concerns of such clients typically focus on gaining an understanding of how much income their portfolio is likely to generate, as well as how much their savings pot may grow or decline during retirement.

Portia Capital provides near-retirement and retired clients with detailed long-term projections, enabling them to anticipate how their investment portfolio may potentially grow during their retirement years. We then develop comprehensive wealth-management strategies designed to meet their current and long-term financial needs. Equally, we can help them ensure that their loved ones are provided for through an appropriate estate plan that minimizes taxes and accommodates all potential eventualities.