Citrus Advisors intends to offer value added services to families who are looking at 360° solution for their various requirements. Our services can be used by families who want assistance in not only managing their wealth, but may require advisory services in organizing their business and its requirements better. The solutions will be tailored to fit the needs of each family. The objective is to be a single point of reference to them and to deliver solutions to them by accessing the most competent resources in the areas which include but may not be limited to the following:

  • a. Financial Planning and Wealth Management.
  • b. Estate Planning
  • c. Access to bespoke PMS providers duly vetted by Citrus
  • d. Access to ancillary services such as taxation, legal and real estate advisory
  • e. Dedicated Research, Referral & Advisory
  • f. Access to Global Investment Opportunities

Citrus welcomes professionals who want to work independently under the umbrella of Citrus Advisors. They can use the common pool of resources that can assist them in servicing their relationships. However, they have to adhere to the code of conduct that we specify for all our Associates – uppermost being “client centricity”