CORE SERVICES
Financial planning is a holistic process that considers various aspects of an individual’s financial life to create a roadmap for achieving their goals.
By addressing key components such as life goals, family education goals, global assets, debt management, cash-flow requirements, and retirement planning within the context of an asset allocation blueprint developed by a North Star Management Advisor, individuals can work towards securing their financial future.
Financial restructuring is a strategic process that aims to enhance the financial stability and performance of an individual’s or organization’s finances.
By implementing various measures, one can restore viability and improve liquidity, ensuring a healthier financial position overall.
- Cash management
- Cash generation
- Reorganization of functions
- Reduce overhead
- Improving the efficiency
Estate planning is a crucial process that involves making decisions about how your assets will be managed and distributed after your passing. It ensures that your wishes are carried out effectively and helps minimize potential conflicts among your loved ones.
We help you to protect your wealth for your family’s future by leveraging diversification, long-term investment strategies, active management, estate planning expertise, and access to exclusive opportunities.
North Star Management estate plan provides clarity on various important aspects, such as, inheritance of assets and appointment of decision makers.
Retirement planning is a critical and ongoing process that individuals undertake to ensure financial security during their retirement years. It involves making strategic decisions about saving, investing, and managing assets to achieve specific retirement goals. Effective retirement planning is essential for maintaining financial stability, sustaining one’s desired lifestyle, and securing a comfortable future.
Our primary objectives of managing investments in retirement include:
- Maintaining Purchasing Power
- Avoiding Outliving Savings
- Ensuring Steady Income
- Investment Income
- Develop Rental Income
SUPPLEMENTARY SERVICES
Financial Health Check
North Star Management can start by conducting an initial consultation with you to understand your financial situation, goals, and challenges. This step is crucial as it sets the foundation for the entire assessment process.
We will gather relevant financial data, including income statements, balance sheets, cash flow statements, and any other pertinent information. This data will be thoroughly analyzed to identify areas of strength and weakness in your financial health.
Education Fund
We offer tailored investment strategies to grow specific investments dedicated to education fund over time.
Depending on the number of children and the timeline of the required funding, this may involve diversifying the portfolio, selecting appropriate investment vehicles, and monitoring performance to ensure the fund’s growth aligns with your child's objectives and ambitions.
North Star Management recognizes the unique nature of each charitable organization and tailors investment portfolios to meet their specific needs, values, and objectives.
By working closely with trustees and executives, North Star Management ensures that the investment strategy aligns with the charity’s goals.
Communications
One of the essential services we offer is helping our clients stay informed about the latest market trends and information, enabling you to make well-informed decisions and stay ahead of the market.
North Star Management leverages various communication channels to ensure that their clients receive information on the latest market trends promptly. These communication channels include: Industry Reports, newsletters and Updates, one-on-one meetings, networking Events and tailored Information Delivery.