Do you want comprehensive advice about how to manage your money that is appropriate to your age and family situation?
MAI offers a full service team of professionals – Indonesian and non-Indonesian – to evaluate your position and recommend alternatives.
Since we are no owned by a broker or bank – we can survey your choices and provide independent advice – and a written wealth management plan.
The fee is nominal but depends on the complecity of your situation.
Estate Planning
The most ignored aspect of wealth management is estate planning
A poor, or no, estate plan will give endless grief to the heirs who may end up fighting over assets
A poor estate plan increases the regulatory compliance required by heirs to receive their assets
A poor estate plan can muddy the legacy of the donor, who just wants everyone to be happy and secure
Our team of professionals can assist you in planning your estate – according to YOUR wishes
Charitable Giving
Indonesians know they are among the most socially-conscious people in the world
Most Indonesian giving has been family-to-family or neighbor-to neighbor
This paradigm is changing and Indonesians are looking for charities that benefit specific groups of people, or organizations or causes, but there is no way for the donor to know what is a good charity and what is a bad charity
MAICharitable is a database of charities with ratings that allows a donor to understand the purposes and merits of popular charities – inside and outside of Indonesia
Charities can be compared by a variety of factors – what they do, where they operate, what are their opertiung expenses, who manages them, and other comparison factor to make sure the donor maximizes his donation
