info@ptconsulting.co

    Services Overview


    At TP Family Wealth, we provide a comprehensive range of services
    designed to meet the diverse needs of our clients. Our expertise
    spans across investment management and transfer agent services,
    ensuring that all aspects of your financial and shareholder needs are
    addressed with precision and care.

    Financial
    Planning


    Strategic advice to help you achieve long-term financial objectives.

    Wealth
    Preservation


    Techniques to protect your assets for future generations

    Tax
    Planning


    Expert guidance to optimize tax situation and maximize your wealth.

    Estate
    Planning

    Comprehensive plans to ensure seamless transfer of wealth. Transfer Agent Services.

    about us

    At TP Family Wealth, our mission is to empower our clients to achieve their financial goals through tailored investment strategies and comprehensive financial planning.

    Commitment to excellence!

    Founded in 2013, TP Family Wealth was established with a clear vision: to provide bespoke financial solutions and exceptional service to families and businesses. Our journey began with a small team of dedicated financial professionals who shared a passion for excellence and a commitment to integrity. Over the years, we have grown into a leading family office investment company, renowned for our personalized approach and deep expertise.

    Our evolution has been driven by a steadfast dedication to our clients’ needs. We have continually expanded our services and refined our strategies to stay ahead of market trends. Today, TP Family Wealth stand as a testament to our enduring commitment to helping families manage and grow their wealth across generations.

    1,500+

    Families Served

    300M+

    Assets

    98%

    Client Satisfaction

    10,000+

    Transactions


    trusted transfer agent


    We ensure accurate and efficient handling of all shareholder-related transactions.

    A range of services to ensure the efficient management of your shareholder records.


    We maintain accurate records of all shareholder transactions, including purchases, sales, and transfers of shares. Our systems are designed to ensure data integrity and compliance with regulatory requirements.

    We manage the entire dividend distribution process, from calculating the dividends to ensuring timely payments to shareholders, either via direct deposit, check, or other preferred methods.

    trusted transfer agent


    As a trusted transfer agent, we provide a range of services


    Shareholder Records

    Accurate maintenance of all shareholder records and transactions.


    Transaction Processing

    Efficient handling of share transfers, issuances, and redemptions.


    Dividend Distribution

    Timely and accurate payment of dividends to shareholders.


    Compliance Management

    Ensuring all regulatory requirements are met for our clients.