Expertise You Can Trust
At Carey Suen, we pride ourselves on delivering exceptional international estate planning services tailored to the unique needs of expatriates. Here’s why choosing us is the best decision for securing your financial future and protecting your loved ones:
1. Nearly 40 Years of Experience
With more than three decades of expertise in the field, our team has a profound understanding of the intricacies involved in international estate planning. We’ve successfully assisted countless expatriates in managing their assets and ensuring their wishes are honored, no matter where they reside.
2. Specialized Services for Expats
We specialize in providing estate planning solutions specifically designed for expatriates. Our deep knowledge of international laws and regulations enables us to create comprehensive plans that address the complexities of managing assets across multiple jurisdictions.
3. Comprehensive and Personalized Solutions
Every client’s situation is unique, which is why we offer personalized estate planning services. We take the time to understand your specific needs, goals, and circumstances, crafting customized solutions that ensure your estate plan is both effective and tailored to your wishes.
4. Efficient and Cost-Effective Planning
Our streamlined processes and expert team allow us to provide high-quality services efficiently and cost-effectively. We focus on delivering value without compromising on the quality of our services, ensuring you receive the best possible estate planning solutions at a competitive price.
5. Global Reach and Local Expertise
Our extensive network of professionals across various countries ensures that your estate plan is compliant with local laws while being coordinated on a global scale. We work with legal experts in each relevant jurisdiction to provide a cohesive and comprehensive estate planning strategy.
6. Peace of Mind
Estate planning can be a complex and daunting task, but with Carey Suen, you can rest assured that your assets are protected and your wishes will be honored. Our thorough approach and attention to detail provide peace of mind, knowing that your loved ones will be taken care of according to your specific instructions.
7. Ongoing Support and Updates
Life changes, and so do your estate planning needs. We offer continuous support and regular reviews of your estate plan to ensure it remains current and effective. Our commitment to ongoing service means that you can rely on us to adapt your plan as your circumstances evolve.
8. Client-Centric Approach
At Carey Suen, our clients are at the heart of everything we do. We are dedicated to providing exceptional customer service, clear communication, and responsive support. Your satisfaction and peace of mind are our top priorities.
TESTIMONIAL
What Our Happy Clients Says About Our Company
John D.
"Carey Suen provided me with a comprehensive estate plan that covered all my assets across multiple countries. Their expertise and professionalism were evident throughout the process."
Maria L.
"Choosing Carey Suen was the best decision for my family's future. Their personalized approach and ongoing support have given me peace of mind knowing my estate is in good hands."
Maria Gomez
"I have known Annette for more than five years. Annette has outstanding personal qualities such as high level of self motivation, strong work ethic, friendly, persevarant, multi-talented and a good listener always keen to help others"
Richard Atkins
"I am absolutely delighted with Annette's financial adviser service. It is really refreshing to work with Annette who is truly interested with her client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring demeanor elicits my trust and respect and I gladly recommend your services whenever possible. Regards Richard."
Habib ur Rehman
"Annette is a pleasure to work with. She is clear and concise in her communication, always provides detailed instructions for her tasks, and is always responsive to feedback." 👥 She is also friendly, supportive, funny, and makes working together a positive experience. 😄 I think it's great that Annette is funny, as it can make work more enjoyable and help to build rapport. It's also a sign that she is relaxed and confident, which can be reassuring for clients and colleagues alike.
Rob Dacho
"I have been a client of Annette's for many many years. She is very attentive in helping me find the balance between market growth and my appetite for risk. She has helped me build my portfolio in order to meet and exceed my retirement goals (even through turbulent markets). In addition, she very carefully walked me though creating and now revising my will to ensure that my future is well taken care of. It's been fantastic working with Annette."