Net Worth Analysis
At Ora Private, our Wealth and Legacy Protection Plan is designed for individuals and families seeking clarity, structure, and long-term security in their offshore planning. This bespoke service begins with a free 30-minute consultation. Once you’ve engaged us, we’ll conduct a thorough assessment of your financial and personal landscape, leading to a detailed roadmap tailored to your unique objectives.
Your plan includes a comprehensive Net Worth Analysis, breaking down all assets and liabilities across classes such as real estate, equities, digital assets, and more. A Risk Analysis follows, identifying vulnerabilities within your current structures and assessing geographic and economic exposures that could impact your holdings.
You’ll receive a dedicated one-hour video consultation with senior members of our team, where we dive into your wealth protection and legacy objectives. This session is your opportunity to ask questions, explore recommendations, and ensure your plan aligns with your vision.
We then undertake a deep dive into your estate and legacy planning goals, covering topics like generational transfers, philanthropic aspirations, and long-term growth targets.
Your tailored Wealth and Legacy Protection Plan will integrate robust protective structures, succession strategies, and investment considerations—crafted to secure your future while honouring your values. Finally, we ensure your structures are in full compliance with Cook Islands legal and regulatory frameworks, providing peace of mind through ongoing audits and up-to-date jurisdictional reviews.
This is more than a report—it’s a foundation for your legacy.