01 Paris, Unknown, 2022. 02 Japanese Flowers, Unknown, 1932. 03 Personal Archive, Jaguar XK120, Colette K. Young, 2015. 04 Spain, Unknown, 2004. 05 Joseph Dirand, Paris, 2023. 06 Walking Pocket Watch, Laurie Simmons, 2006. 07 Personal Collection, Colette K. Young, 2015. 08 Joseph Dirand, Paris, 2020. 09 The Swan No.13, Hilma af Klint, 1914-1915. 10 Alcor, Paris, 2023. 11 Steven Harris Architects, New York, 2021. 12 Flowers, Unknown, 1936.

Wealth Management Advisory

Our firm provides a variety of planning, consulting, and wealth management advisory services to clients. These services involve preparing a financial analysis or providing a financial consultation for clients based on the client’s financial goals and objectives. Such services relate to, among other things, investment planning, trust & estate planning, charitable giving, education planning, corporate & personal tax planning, corporate structuring, mortgage and debt analysis, insurance analysis and reviews, 10b5‐1 planning, lines of credit evaluation, borrowing against existing assets, incubation of new ideas, and more. For many of these services, under the client’s direction, we coordinate, manage, and work with client’s other professional advisors, including attorneys, tax advisors, accountants, real estate professionals, insurance brokers, and administrators, to achieve the client’s desired outcome

Pinterest.

Services

Accounting & Bookkeeping

  • Comprehensive financial record management with precision and transparency.
  • Dedicated support to navigate complex tax and regulatory requirements.

Legal Oversight

  • Strategic legal counsel to safeguard wealth through risk mitigation and compliance.
  • Collaboration with top legal experts to provide comprehensive protection for client assets.

Administration Oversight

  • Efficient management of administrative tasks to ensure smooth financial operations.
  • Proactive monitoring of regulatory changes to maintain compliance.

Insurance Oversight

  • Tailored insurance solutions to protect high-value assets and investments.
  • Strategic risk assessments to optimize coverage while minimizing costs.

Tax Oversight

  • Strategic tax planning to maximize client returns and minimize liabilities.
  • Cross-border tax advisory for international clients and complex portfolios.
  • Expertise in tax-efficient investment structures and wealth transfers.

Trusts & Estates Oversight

  • Customized estate planning to preserve wealth across generations.
  • Trust administration services with fiduciary integrity and transparency.

Philanthropy Oversight

  • Personalized philanthropic strategies to align with client values and impact goals.
  • Expertise in charitable trusts, foundations, and donor-advised funds.

Succession Planning Oversight

  • Comprehensive succession planning to ensure continuity of family wealth and businesses.
  • Governance structures to maintain family harmony and wealth sustainability.

The Welara Innovation Lab

The Welara Innovation Lab Partners with startups from inception to Series A, providing essential support, expert guidance, and strategic resources to drive growth and success. Have you ever had an idea for a product or company, but you didn’t know where to start? Maybe you know what to do, but you simply lack the time. Financial resources are usually one of the biggest constraints in starting a new company. If our clients have the financial resources, why should their ideas only stay ideas? At Welara, we understand that turning innovative ideas into successful ventures requires more than just creativity – it requires strategic support, unwavering guidance, and a dedicated team by your side to be there every step of the way. That’s why we’ve crafted our Innovation Lab to be more than just a creative studio; it’s a powerhouse for entrepreneurs.

Branding

Creating the Infinitus “Brand Book” to define visual identity, brand assets and off-shoot brands.


Investor Deck Creation

Developing a compelling investor deck to communicate Infinitus’ business model, market opportunity, and growth potential.

Recruiting

Developing a recruitment strategy to attract top talent by creating job descriptions, sourcing candidates, and managing the interview process.

Investor Outreach

Leveraging networks and relationships to identify and engage potential investors, and facilitating introductions and meetings.

Operational Execution

Establishing systems and procedures to support day-to-day operations, including resource allocation, workflow processes, and performance metrics.

Start-Up Advisory

Strategic insights to navigate early-stage challenges such as refining value propositions, building scalable business models, and developing fundraising strategies.

Go-To-Market Strategy

Providing strategies to identify optimal marketing channels, messaging, and tactics to reach target audiences.

Legal Support

Assisting in entity formation, reviewing contracts, and providing intellectual property protection and patent filing.

Product Development

Guiding the product dev. process, ideation to POC to product, ensuring alignment with market needs, quality standards, and customer expectations.