Where We Help
Green Marker offers enterprising families and individual clients strategic wealth continuity guidance in relation to:
Credit and Banking Advisory
We help you understand the role of credit as a financial and estate planning tool, support you with structuring credit applications, analyze term sheets and provide strategic and tactical banking advice.
Family Education and Financial Literacy
We develop and deliver bespoke sessions and educational programs based on your family members’ needs, goals, life stage and fluency level in the subject matter.