Wealth Solutions

Secure, grow and diversify your investment portfolio

Total Asset Protection Solution

We specialise in preserving your nest egg investments, whether they be for retirement or an emergency fund that can be used in times of financial stress. We help high-net-worth individuals and families implement their wealth preservation strategies in order to future proof their hard-earned wealth. Ora Partners is a global network of top professionals across law, investment, tax, and emerging technologies to help families navigate today’s volatile economic and geopolitical environment, find strategic investments and a secure place to conduct business.

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We connect you with:

  • Wealth Planners to help you navigate through important tax and estate planning issues.
  • Asset Protection specialists to ensure your strategy is future proofed.
  • Trusted Custodians to ensure safety of your investment portfolio.

Going offshore gives you;

  • Jurisdictions with laws that protects an individual from frivolous lawsuits and contingency based legal fees.
  • Guaranteed privacy.
  • Banks and Custodians with higher capital adequacy requirements than those found in the US.
  • Access to foreign currency and investments.
  • Access to reputable and top of class Money Managers.
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Portfolio Composition

This is a unique service where we not only protect your wealth, but help you reach your financial objectives.

We would be pleased to discuss your investment requirements.

Risk assessment and objective setting

Specialist funds and research

Portfolio performance monitoring and reporting

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Read Our Legal Notices
With an advisory service based out of New Zealand, we are able to tap into a jurisdiction which has sound infrastructure and world-class financial institutions. Amidst the turmoil that currently prevails in the world, New Zealand offers a safe and secure place from which to conduct business and hold investments, or simply to have an alternative residence. We can help in all these areas and more.

We have brought together some of the most respected professionals in New Zealand to achieve an all-encompassing premium service. We cater for the needs of high net worth families who seek jurisdictional diversification of investment portfolios by working closely with existing professional advisors and family offices.
Read Our Legal Notices
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Testimonials

Ora Fiduciary has been an excellent partner in providing Asset Protection for my clients. They have exceptional customer service and understand the intricacy of asset protection planning. It is without any hesitation that I recommend Ora Fiduciary to anyone needing a professional Trust company.
Blake HarrisManaging Attorney at Mile High Estate Planning, Denver, USA
I have worked with Ora Trust and Puai Wichman since 2007. During these years I have found Ora Trust and Puai Wichman to embody integrity, honesty, and professionalism in all matters. They resolutely stand by their clients during good times and bad. It is a relationship that has grown valuable with time and over the years!
Robert MathewsAsset Protection, California, USA
I am a USA tax and trust attorney specialising in international and cross border tax and estate planning for 30 years.I have had the pleasure to work with Puai since we started our careers together in 1993. We are both the same age and not only have we worked together on many professional endeavors but also we have developed a strong bond and friendship.
Josh BennettTrust Attorney, Florida, USA
I have been working alongside Puai and his Ora team since 2012. During that time their service and support has always been first class. I look forward to working with them in new ways through Ora Partners.
Richard DukeDuke Law Firm, Alabama, USA
Our firm has been very fortunate to associate with Ora for many years. We have complete confidence in Puai Wichman and his team, and would recommend them without hesitation. We have received the finest service, as have our clients, in their needs regarding offshore trusts, entities and bank accounts.
Jennifer WilsonBohm Wildish & Matsen, LLP, California, USA
I have been doing business with Puai Wichman since 1996. Thus, we have built decades of trust. I admire their pure integrity, dedication to excellence, and their genuine concern for the wellbeing of their clients. At the same time, they are dedicated to doing the right thing and working within the regulatory framework that ensures their longevity and the financial security of their clients.
Kevin WessellCEO
General Corporate Services, Inc.
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Ora Partners, your Wealth Solutions Team.

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