Plus Advisor Dinobatkan sebagai Penyedia Layanan Manajemen Kekayaan Terbaik di APAC 2024
Plus Advisor, yang dipimpin oleh Priskilla Lusina, dianugerahi penghargaan Penyedia Layanan Manajemen Kekayaan Terbaik di APAC 2024 oleh Financial Services Review. Penghargaan ini menyoroti komitmen Plus Advisorterhadap manajemen kekayaan keluarga berbasis pada nilai-nilai jangka panjang yang beretika.
Dengan pengalaman lebih dari dua dekade, termasuk di perusahaan investasi ternama Amerika, Priskilla telah membangun reputasi sebagai pemimpin dalam layanan keuangan yang transparan dan dapat diandalkan.
Sebagai family office, Plus Advisor menyediakan berbagai layanan, termasuk perencanaan warisan, perencanaan suksesi, dan strategi perpajakan. Semua layanan ini dirancang untuk melindungi dan mengembangkan kekayaan keluarga lintas generasi. Keunikan Plus Advisor terletak pada fondasi STAR—Sustainable, Trustworthy, Accountable, Reliable—nilai-nilai utama yang menjadi dasar dalam setiap keputusan.
Di bawah kepemimpinan Priskilla, Plus Advisor tidak hanya fokus pada pengelolaan aset, tetapi juga mencakup pendekatan yang lebih luas dalam menjaga warisan keluarga. Layanan kami juga mencakup strategi investasi, manajemen fixed asset, dan perencanaan pajak, memberikan dukungan yang disesuaikan dengan kebutuhan setiap keluarga.
Pengakuan dari Financial Services Review ini semakin memperkuat posisi Plus Advisor sebagai pemimpin di bidang manajemen kekayaan khususnya di kawasan Asia-Pasifik (APAC). Melalui pendekatan yang berfokus pada klien dan praktik yang beretika, kami memberikan rasa aman bagi keluarga yang ingin menjaga dan mengembangkan kekayaan mereka sesuai dengan nilai dan visi mereka untuk masa depan.
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Plus Advisor Named Top Wealth Management Service Provider in APAC 2024
Plus Advisor, under the guidance of Priskilla Lusina, has been honored as the Top Wealth Management Service Provider in APAC 2024 by Financial Services Review. This prestigious recognition highlights Plus Advisor’s unwavering commitment to ethical, family-centered wealth management. With over two decades of experience, including a significant tenure at a top-tier American investment firm, Priskilla has built a reputation for personalized financial services that prioritize transparency, trust, and long-term success.
As a leading family office, Plus Advisor offers a wide range of services designed to meet the unique needs of high-net-worth families. These services include estate planning, succession planning, and tax strategy, ensuring that families can protect and grow their wealth across generations. What sets Plus Advisor apart is its STAR Value framework—Sustainable, Trustworthy, Accountable, and Reliable—core principles that guide every interaction and decision made on behalf of clients.
Priskilla Lusina’s leadership has shaped Plus Advisor into a firm that goes beyond traditional financial advisory services. By addressing not just financial concerns but the broader scope of family legacy and governance, Plus Advisoracts as a trusted partner in navigating the complexities of wealth management. The firm’s expertise also extends to offering specialized support in investment strategy, fixed asset management, and tax planning for clients with diverse portfolios.
This award from Financial Services Review solidifies Plus Advisor‘s position as a leader in the wealth managementindustry, particularly in the Asia-Pacific (APAC) region. The firm’s client-centric approach, grounded in ethical and sustainable practices, provides peace of mind to families who seek to preserve their wealth while ensuring it aligns with their values and vision for the future.
With this recognition, Plus Advisor continues to build on its mission to deliver bespoke, ethical wealth management services that cater to the specific needs of families.
Source:
Financial Services Review