Asset Management
Wealth Management
Wealth Management is the process of maintaining and protecting a person’s financial
assets. Essentially, there are six types of assets:
• Cash
• Bonds
• Equity
• Property
• Commodities/derivatives
• Collectibles/antiques
deVere & Partners helps our clients understand their realistic expectations
through each asset class and within each investment product. We assist them in producing
Balance Sheet Analysis, and as a result, a Risk Analysis—for example, tax/currency
exposure, lack of liquidity, etc.
Estate Planning
Estate Planning is the process of ensuring your money and possessions will have
gone where you want them to go after your death. You will want to achieve this with
minimum financial aid and emotional cost. Estate planning is not just for the very
wealthy. Things you need to consider include:
• Use of trusts
• Appropriately worded and structured wills
• Inheritance tax
• “Whole of Life” Insurance
 Have a consultant
contact me
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