Clients Portal
The Soma Family Office Client Portal is a secure, encrypted platform offering clients private access to their financial information, reports, and strategic documents at any time, from anywhere in the world.
Within the portal, clients can view consolidated reports of their global assets, track portfolio performance, review investment documents, and access important governance and legal materials. Our intuitive dashboard provides real-time insights and transparency while maintaining the highest standards of privacy and data security.
Additionally, the portal offers a direct communication channel to our advisory team, enabling clients to request services, schedule meetings, or initiate confidential discussions with ease. Whether managing wealth, monitoring performance, or collaborating on future plans, the Client Portal is designed to make wealth management seamless, efficient, and secure.
Access to the portal is exclusively reserved for clients and authorized family members, ensuring complete confidentiality.
Relocating from Europe to Asia as a family with significant assets and diverse interests was a daunting task until we engaged with Soma Family Office. Their relocation advisory and lifestyle services were absolutely invaluable in making this transition not only smooth but also remarkably efficient.
From the outset, Soma provided expert advice on residency requirements, property acquisition, and local tax considerations in Thailand. They handled everything from legal coordination to helping us find and purchase a family home, including school placement for our children and even facilitating private healthcare arrangements.
What truly sets Soma apart is their ability to blend hard financial structuring with thoughtful, human-centric lifestyle support. They ensured our estate planning and asset protection structures were adapted to our new jurisdiction without disrupting our European holdings.
Additionally, their concierge services saved us countless hours. Whether arranging private travel, curating art acquisitions, or facilitating introductions to reputable local service providers, their team operates with discretion and impeccable attention to detail.
Soma didn’t just manage a relocation — they provided peace of mind and allowed our family to focus on building our life in a new country while knowing that our wealth was secure and our affairs fully organized.
Expatriate Family – Relocation and Lifestyle Management
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