HTL Private Office, a subsidiary of HTL Property Group, has formed a partnership with Australian-based fintech firm HeirWealth to expand its platform offering, which it said would streamline the advice process and data management for its advisers.
As the needs of high-net-worth (HNW) investors get more complex, HTL Private Office co-founder and co-owner Vasco Duarte said this partnership marks a significant step forward in the firm’s visions to provide HNW families with “more strategic and bespoke solutions while navigating them through the intergenerational wealth transition”.
The firm specialises in providing bespoke advice in structured finance for the acquisition of residential and commercial real estate, new business ventures and investments across all asset classes.
Utilising the HeirWealth platform, which was designed to help facilitate Australia’s $3.5 trillion intergenerational wealth transfer, Duarte said HTL advisers will be able to clearly illustrate clients’ portfolio position and enhance the client experience.
“Our clients’ needs are becoming more complex, and this partnership enables us to stay ahead of the curve, providing them with the insights and services they need to navigate the evolving landscape,” he said.
“As we move into a new era of wealth management, this partnership will allow us to offer an even more tailored and seamless experience for our clients, empowering them to make well-informed, long-term decisions for their families and businesses.”
HeirWealth founder and chief executive Ray Tubman said the partnership would help HTL advisers foster deeper client interactions.
“This partnership provides HTL Private Office with a truly centralised source and view of their clients’ family wealth position, enabling greater insights and tailored services to be delivered, especially helping with the great wealth transfer families are now going through,” Tubman said.
“By simplifying data consolidation and minimising manual effort, HeirWealth empowers advisers to manage wealth seamlessly and create opportunities for deeper client relationships to be developed.”
Duarte suggested that, as wealth preservation is just as important as growing for many of the firm’s clients, having the right tools to help them understand their wealth is essential.
“Our approach is centred on understanding their goals and objectives – whether it’s securing an opportunistic acquisition, ensuring steady investment returns, managing intergenerational wealth transfer, or carefully navigating market risks – so they can confidently make informed financial decisions,” Duarte said.
“When we provide advice and insights, our clients benefit from the knowledge of our seasoned team at HTL Private Office and our trusted partners, ensuring they receive expert guidance across all their portfolios, regardless of the asset class.”
