Tadaoki-Kokusai Starts a Wealth Management Education and Services Venture

Industry: Financial Services

Participants in private company liquidity initiatives will benefit from a new program.

Osaka, Japan (PRUnderground) June 14th, 2023

Tadaoki Kokusai, a multi-platform asset management firm with a unique approach that incorporates thorough financial planning procedures and offers forward-thinking solutions to its clients, today announced the start of a strategic initiative to provide asset management education and services to private business liquidity program participants and workers.

A renowned financial adviser team will provide wealth management services, with an emphasis on the reinvestment of liquidation profits from employee stock plans. The team, which will be disclosed in due time, will work with founders and employees who are looking for wealth management services after participating in a liquidity program.

“At Tadaoki Kokusai, we are continuously searching for methods to help our customers manage their stock ownership more effectively while also improving their connections with workers and other shareholders,” said Graham Stansfield, Senior Advisor at the Executive Committee. “We know we can provide a valuable service to our workers, many of whom may be dealing with a big financial event for the first time,” added Mr. Stansfield.

Companies are keeping privacy longer on an increasing trend, and they are setting up structured liquidity programs for workers and other shareholders who want to sell non-public stock ownership holdings for diversification or other reasons. This project will provide these individuals with financial education and services from a team of experienced financial experts.

The program is the most recent in Tadaoki Kokusai’s long list of educational initiatives aimed at ensuring a brighter future for financial inclusion in all of the countries it operates. The company has already prepared new initiatives for the near future, which will be examined during the company’s annual business review.

About Tadaoki Kokusai

Tadaoki-Kokusai.com is a wealth and asset management company devoted to preserving and growing its clients’ investments. High-net-worth individuals and institutional investors, such as corporations, endowments, mutual funds, charities, hedge funds, and pension funds, are among the company’s clients. Creating long-term value necessitates both effective methods and in-depth knowledge. Our investing ideas and solutions have always been focused on preserving and growing the wealth of our clients. That means we hold ourselves to a high standard, creating and stress testing products and ideas at every stage and rigorously avoiding anything that does not comply with our business principles. Client-centered approach, specialized teams, and bespoke solutions – are essential vectors in developing high quality service. We regard all of them as fundamentals ensuring continuity and innovation.

About Tadaoki-Kokusai

We regard all of them as fundamentals ensuring continuity and innovation.

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