Signature Advisory Programs
Your wealth tells a story—make sure it’s one your family will be proud of.
Each service helps you protect what matters most and prepare for what comes next.
Choose your direction, and let’s build your legacy together.
Which program do you need?
Click on the picture to find the overview
SELECT QUESTIONS & CONSIDERATIONS
How does this differ from the services of a Private Banker?
Traditional private banking is often centered on asset management and product transactions. My role is that of an independent fiduciary and "Personal CFO." I provide the holistic strategy that oversees your banking, legal, and tax structures—ensuring they all speak the same language
Is my financial data kept confidential?
Absolute discretion is the foundation of my practice. All data is managed through encrypted channels, and for clients requiring an extra layer of privacy, a formal Non-Disclosure Agreement (NDA) can be executed before any sensitive disclosures are made.
I already have a lawyer and an accountant. Do I still need this?
Precisely because you have multiple professionals, you need a central strategist. Lawyers look at the law; accountants look at the taxes. I look at the family’s ultimate vision, ensuring that the work of your other professionals is coordinated and doesn't create conflicting outcomes.
How often do we meet?
The cadence is determined by the complexity of your estate. Most private clients prefer a structured quarterly review, with on-demand access for significant life events or sudden market shifts.
Do you manage my money directly?
My focus is on Strategic Advisory. While I provide the blueprint for your portfolio positioning and fund allocation, I do not take custody of your assets. This maintains my independence, allowing me to provide unbiased advice without the conflict of interest inherent in asset-based commissions.
What type of clients do you specialize in serving?
I work with senior professionals, business owners, affluent Filipino families, and individuals preparing for significant life transitions—such as inheritance planning, business succession, or major portfolio restructuring. My approach is personalized, strategic, and rooted in long-term wealth preservation.
How do clients begin working with you?
The first step is a private clarity session. This conversation allows us to review your goals, concerns, and financial landscape. If there is a strong fit, we outline your advisory path, focused on clarity, discretion, and results tailored to your profile.
© 2025 David Angway