Concept

Trigon Wealth Management (TWM) provides independent and client driven holistic wealth management service for wealthy individuals focusing on trust based relationship management

•  Independent means that we are free to act from your best interest and we are not tied to any specific product or service provider
• Client driven aspect lies in being your true representative in financial issues, focusing on both sides of your balance sheet and providing consolidation over selected accounts with different institutions and involved parties such as your family members and private investment companies

 

Service is provided from Estonia and is based on in-house experience in

•  full range financial planning
•  investment management
• objective and holistic product and partner selection in the areas of retail banking, estate planning, taxation and lifestyle management and
• highly personalized, trust based client relationship management that is backed by extensive private banking experience