Our Services
At WealthFusion, we are a true Multi-Family Office — blending the heritage of private banking with bold, forward-looking strategies.
Our model brings together families and investors who share our commitment to long-term wealth stewardship. Every service we offer is personal, bespoke, and designed to support your evolving vision — today and for generations to come.
Bespoke Wealth Management
We design investment strategies that reflect your personal vision and financial goals. Our approach combines disciplined portfolio management with global insight — always tailored to your risk appetite, time horizon, and values. Every portfolio is actively curated, with long-term growth, capital preservation, and clarity at its core.
Fiduciary & Estate Planning
We provide holistic guidance across inheritance, estate structuring, and cross-border succession planning. Our fiduciary solutions are designed to protect family wealth, preserve legacy, and ensure seamless transitions across generations. Working with trusted legal and tax experts, we help you plan for the future — with structure, clarity, and care.
PlotPoint / Property Private Office
PlotPoint is our private credit platform, offering access to real estate lending opportunities. These short-term secured loans, providing collateral and downside protection. Designed to operate independently of market volatilities, PlotPoint enables portfolio diversification with stable, predictable returns - ideal for participants seeking reliable short-term exposure within a broader financial planning strategy.
Multi Family Office
We operate as your strategic partner — integrating financial, administrative, and advisory services under one roof. As a true Multi-Family Office, we’re built to support every dimension of your wealth. From governance to growth, we align with your family’s ambitions and manage complexity with trust, confidentiality, and continuity.
Investment Philosophy
Integrated Solutions
From investment strategy to succession planning, we offer a one-touch, expert-led experience built around your family’s and business needs.
Emotional Intelligence,
Financial Precision
We align with not just how you invest — but how you think, feel, and lead. Our work is intuitive, confidential, and personal.
Portfolio Architecture
Our investment approach delivers the right solution to the right person at the right time. Each strategy is tailored, fluid, and responsive — aligning with individual goals and adapting to evolving market conditions.
Asset Structuring
Tax efficiency starts with smart structuring. We align global insights with your goals to keep your portfolio resilient, compliant, and built for long-term performance.