Professional &
HNI Plans
Institutional-grade wealth management for sophisticated investors. Starting from USD 200,000 with dedicated advisory and white-glove service.
High Net Worth Programs
Tailored solutions for sophisticated investors seeking institutional-grade precious metals exposure
Professional
to USD 500,000
For high-net-worth individuals seeking institutional-grade precious metals exposure
Target Return
14-16%
Mgmt Fee
1.5%
Min. Term
24 months
- Full precious metals basket allocation
- Multi-jurisdiction vault storage
- Dedicated relationship manager
- Quarterly strategy reviews
- Priority trade execution
- Custom portfolio construction
- Tax optimization consulting
- Quarterly performance reports
Institutional
to USD 2,000,000
Comprehensive wealth preservation with enhanced diversification and liquidity options
Target Return
16-18%
Mgmt Fee
1.25%
Min. Term
36 months
- All Professional features
- Co-investment opportunities
- Trade corridor participation
- Monthly strategy calls
- Real-time portfolio dashboard
- Direct commodity exposure
- Bespoke investment structures
- Family office integration
- Estate planning support
Family Office
to Unlimited
White-glove service for ultra-high-net-worth families and institutional investors
Target Return
18-20%
Mgmt Fee
1%
Min. Term
48 months
- All Institutional features
- Board-level advisory access
- Direct deal flow participation
- Custom legal structures
- Multi-generational planning
- Private banking referrals
- Exclusive market intelligence
- Annual retreat invitation
- Legacy preservation services
- Philanthropic advisory
The HNI Advantage
White Glove Service
Dedicated team of investment professionals at your disposal 24/7
Global Access
Direct participation in international trade corridors and commodity flows
Capital Preservation
Multi-layered risk management with 120%+ collateral coverage
Institutional Infrastructure
Same tools and access used by sovereign wealth funds and family offices
Your Investment Journey
Initial Consultation
Meet with our senior advisors to discuss your wealth objectives and risk profile
Due Diligence
Complete our streamlined KYC process with dedicated support
Strategy Design
Receive a customized investment proposal tailored to your goals
Capital Deployment
Structured onboarding with phased capital allocation
Ongoing Management
Regular reviews, reporting, and strategy optimization
Trusted by Institutions
GOLDEXA has transformed how we approach precious metals allocation in our family portfolio.
Managing Director
Middle East Family Office
The institutional infrastructure and risk management give us confidence in significant allocations.
Chief Investment Officer
Singapore Investment Fund