Why does EXM Wealth exist?
Recognizing the growing need among high-net-worth clients in Vietnam for professional and effective advisory and client care, two friends—one based in Vietnam and the other in Switzerland—established a company to provide comprehensive Family Office solutions and a broader range of essential services.
ExtraMile Wealth Management (EXM Wealth) was founded in 2017 to fulfill this purpose.
Mission
To bring peace of mind to families through “Ritz-Carlton-level service quality” and “FedEx-level efficiency”.
To protect, grow, and transfer family wealth — for generations to come.
Family Office Model
What Is a Family Office?
A Family Office is a firm responsible for managing wealth and investments for high-net-worth families, typically with assets of USD 100 million or more.
What Is the Goal of a Family Office?
The goal of a Family Office is to accompany families in preserving and growing their wealth across generations.
Why Do You Need a Family Office?
Families around the world share many common goals and concerns, and perhaps the greatest of these is preserving family happiness and unity while ensuring that family wealth is passed on to future generations.Gia đình là quá khứ và là tương lai của chúng ta. Gia đình cho ta nền tảng để khởi đầu và định hình tính cách để ta phát triển về sau.
Family is both our past and our future. It gives us the foundation to begin our journey and shapes the character we grow into.
That is why ensuring our family can preserve and grow its values and legacy for future generations stands as one of life’s greatest responsibilities.
