Wealth Strategy Center
STRUCTURE • ALLOCATION • PROTECTION • COMPOUNDINGStrategy Overview
Design a disciplined wealth system across global assets, private deals, and risk controls — with clarity on allocation, exposure limits, and execution pathways.
75
Wealth Health Score
6.7
Diversification Index
14
Liquidity Runway (months)
Risk Guardrails
MAX DRAWDOWN TOLERANCE
Target12%
JURISDICTION EXPOSURE
ConcentrationMedium
Portfolio Architecture
Allocation across operating businesses, real assets, markets and alternatives.
| Bucket | Target | Status |
|---|---|---|
| Core Income | 25% | ON TRACK |
| Growth Assets | 35% | MONITOR |
| Private Deals | 20% | BUILD |
| Hedge / Safety | 20% | OK |
Risk & Capital Protection
CURRENCY VOLATILITY SHIELD
Coverage68%
LIQUIDITY RESERVE
Target12 mo
Growth & Compounding
COMPOUNDING VELOCITY
ReinvestmentModerate
OPPORTUNITY EXECUTION
Pipeline readinessStrong
Legacy & Continuity
STRUCTURE MATURITY
Trust / holding setupIn Progress
GOVERNANCE READINESS
Policies / controlsBuilding
Tax & Structural Efficiency
EFFECTIVE TAX RATE
Current18%
STRUCTURE OPTIMISATION
ReadinessModerate
Execution Readiness
DECISION VELOCITY
SpeedStrong
CAPITAL DEPLOYABILITY
AvailableHigh