(FAMILY OFFICE) PLATFORM
Comprehensive, realtime, predictive with hybrid approach of wealth management.
Kaishen in numbers
Assets Under Supervision
Customer Age Range
Decide to invest in meaningful initiatives or sectors (ie Electric Car Domination, AIDS wipe out, etc.) - we suggest asset allocation scenarios.
Start with Your Goals
We select investment and/or insurance products to achieve your goals, based on multiple criteria. Not the opposite.
As many entrepreneurs face specific wealth management situations, they usually find with our platform some unparalleled way to address their challenges.
Financial and Non-Financial assets
We naturally integrate financial assets and real estate assets - we also consider you are unique. Kaishen embeds valuation algorithms to monitor non-financial assets: arts, cars, boats, collectibles, etc.
Long Term Advisory: the right time
Wealth management is not a one stop trip. We identify situations and opportunities, we advise you to trigger the right actions the right time. Sometimes our advice is to wait. It's unusual -but sometimes your interest.
Our robo-driven recommendations engine provides each of our customer with a set of tailored options supporting various goals: diversified investments, wealth transmission options and tax optimization scenarios.
Wealth management practice meets technology
We aim at providing a full scope wealth management solution, embracing sophistication and simplicity. As a team, we gather experience in various fields encompassing technology, financial services, entrepreneurship and wealth management.