Wealth management
Discuss an approach that reflects your circumstances, objectives and tolerance for risk.
FAMILY OFFICE & WEALTH
A longer view of your wealth.
A considered approach to managing family wealth and preparing for what comes next.
FOR FAMILIES THINKING BEYOND A LIFETIME
For today. For generations.
Start with what matters to your family. Bring investment needs, international financial arrangements and long-term priorities into a coordinated wealth conversation.
Begin with a conversation about your priorities. Our team can explain the relevant services, requirements and next steps.
Speak with our teamA MORE PERSONAL PERSPECTIVE
Designed around what matters.
Private wealth consultation
Access personal, multilingual conversations around investment, insurance and foreign exchange needs.
Generational perspective
Consider how today’s financial decisions can support your family’s longer-term priorities.
A LITTLE MORE CLARITY
Your questions.
A place to begin.
How do I get started?
Use our account-opening guide to identify your area of interest, then contact EAIB. The team will confirm eligibility and any required documents before you apply.
Can I discuss international requirements?
Yes. Tell the team the markets, currencies and services relevant to you so they can explain what is available.
Where can I find fees and service terms?
Ask the EAIB team for the applicable fees, terms and documentation for your intended service before making a decision.