TERRA LAND LIMITED
Wealth Management Advisory Services

TERRA LAND LIMITED prepares its customers for the opportunities, as well as the challenges, using expert services requiring market insight and accuracy. Our consultants and research analysts work in coordination to provide understanding of the overall asset management lifecycle ensuring successful actions and substantial outcomes.

The areas of engagement

• Asset Management: Provide oversight of asset operations and financial performance to achieve optimal results
• Operational Management: Oversee, design, & improve business operations
• Training, Development & Execution Monitoring: Add value through personnel development
• Asset Platforms: Selecting and Delegating the appropriate Asset platforms that may realise
  • Support Development,
  • Renovation,
  • Reposition,
  • Acquisition,
  • Disposition, and
  • Capital Improvements

Indicative Portfolio of our core Asset & Wealth Management Services Analysis

• Budget Development
• Forecasting, Rolling forecasts
• Financial Analysis of Portfolio/Property Level Results
• Contract review and negotiation
• Fraud Investigation
• Management Agreement Review

Our main focus is to create value, ponder market’s volatility, as well as proactively operate our services as both a shield and profit generation for every Customer.

We provide to our Customers a variety of Portfolio Management, Estate Planning, Asset Protection or Financial Planning Advisory Services regarding the existing financial resources based upon an analysis of their current situation, goals, and objectives. Generally, such financial planning and consulting services will involve preparing a financial plan or rendering a financial consultation for clients based on the client’s financial goals and objectives.

This planning or consulting may encompass one or more of the following areas: Investment Planning, Retirement Planning, Estate Planning, Charitable Planning, Education Planning, Corporate and Personal Tax Planning, Cost Segregation Study, Corporate Structure, Real Estate Analysis, Mortgage/Debt Analysis, Insurance Analysis, Lines of Credit Evaluation, Business and Personal Financial Planning. Our written financial plans or financial consultations usually include general recommendations for a course of action.

We also may carry on upon customers’ approval to introduce them to special Agencies initiate or revise investment programs, create or revise wills or trusts, obtain or revise insurance coverage, commence or alter retirement savings, or establish education or charitable giving programs. We refer clients to an accountant, attorney, or other specialist as necessary for non-advisory related services. For written financial planning engagements, we provide our clients with a written summary of their financial situation, and our firm’s observations and recommendations.

All the above involve the detection and elaboration on:

• Short and long term goals
• Income tax reduction strategy
• Investment plan/policy
• Asset protection strategy
• Estate tax planning strategy

Terra Land Limited relies and applies a holistic approach in evaluating the global economic landscape and the ramifications that the unraveling of global developments may have on portfolio allocation and investment decisions.

No investment plan can adequately minimize risks and generate returns without a tested strategy and principled worldview of global markets.

The increasing interconnectedness of the global economy demands an approach that can identify the various ways risks can manifest themselves and hedge against them according to the investment objectives.

Therefore, as a result, we are capable to adopt the optimal wealth management model representing every Customer’s financial profile.

It is our conviction that rules must be applied to every strategic approach within the framework of our Advisory Services, allowing to encompass the strategic nature of every venture, and having the proper flexibility for tactical re-adjustments.

At the very core of Terra Land’s philosophy leading to the company’s successful path, one may observe our staff’s creative spirit, as well as the focus on the overall Quality of final purpose: Advisory Services for Wealth Management that best-fit and work for our Customers!

Our company invests on its staff by recruiting professionals who are highly-educated and possess sound specialization in their area of expertise. Our staff capitalizes the most out of their know-how and capable to lead, assist and support our customers, in order them to increase their performance and achieve financial prosperity. Having delivered a vast set of different solutions for large enterprises and organizations, Terra Land has acquired multi-faceted readiness and crucial know-how enabling our company to carry out problem-solving cases with high degree of complexity by using cutting-edge technologies.

Terra Land provides a wide gamut of supporting services organized at different levels directly related to its mainstream processes. Terra Land designs those services under every Customer’s specific needs in terms of:

• scope
• level of complexity
• response time
• agreed outcomes

Per project case and upon the special requirements that are mutually agreed in advance by our Customers, in specific situations and according to set standards we may offer a Service Level Agreement (SLA).