Plus Advisor

For individuals overseeing personal and family wealth, financial planning can often be a complex and daunting endeavor due to limited knowledge and experience. Emotional biases frequently distort judgment, leading to impulsive spending or panic selling during market downturns, which can undermine carefully crafted financial plans. Establishing trust with financial advisors can be challenging due to concerns about conflicts of interest and a lack of transparency.

The stakes become even higher when transferring wealth across generations. Plus Advisor goes beyond traditional financial consultancy by becoming an integral member of your family. It offers personalized wealth management with empathy and care, ensuring a seamless integration of immediate financial needs and long-term legacy planning.

Plus Advisor offers a range of services aimed at ensuring the financial success and stability of a family. It specializes in wealth planning that encompasses estate planning, succession planning, and charity & philanthropy, including prenuptial agreements, last wills, life insurance, and grant-making foundations. Wealth management services include investment strategy and asset allocation, private equity, consolidated reporting, and investment advice. Tax planning covers filing tax returns, real estate structures, international relocation, and double tax treaty planning. Family governance is facilitated through family councils, constitutions, and assemblies, while trust and corporate services provide corporate incorporation, aircraft and yacht management, trust administration, and real estate management.

Plus Advisor stands out because of its STAR Value framework: sustainable, trustworthy, accountable, and reliable. It nurtures your family’s well-being for generations, crafting a cherished legacy. Its trustworthiness is built on years of reputable experience, making them reliable for your family’s dreams.

Accountability and transparency are at the core of the approach, with open communication and clear guidance. Plus Advisor strives to achieve shared goals and mutual benefits, enhancing your family’s success and quality of life as a reliable partner. This personalized approach makes the firm an ideal choice for managing and growing your family’s wealth with care and integrity.

Priskilla Lusina, the leader at Plus Advisor, transforms wealth management into a personalized journey. She guides families with authenticity, warmth, and shared dreams. With over two decades of invaluable experience, including nine years at a renowned American investment banking firm, Priskilla is dedicated to advising and guiding families through the complexities of wealth management. Priskilla’s belief in the power of a calm mindset shapes every facet of Plus Advisor’s financial journey, ensuring that family success is achieved with serenity and peace.

She is recognized as a Registered Individual Investment Advisor by the Financial Services Authority, a member of FPSB Indonesia, and a Certified Financial Planner. Priskilla founded Plus Advisor based on her deeply ingrained values. Her vision underscores that true success is rooted in a peaceful mind, guiding clients with a dedicated team through every step with care and security.

There is comfort in knowing that Plus Advisor is there to manage a family’s wealth with a personal touch. The firm introduces the MAP approach to give clients the best services. It manages family assets, investments, and accounting, advises on tax and business digitalization, and plans for succession.

The firm ensures secure investments in just four steps. In the planning phase, it helps with family management, asset planning, and inheritance facilitation. The structuring phase involves arranging taxes for family offices, offering advice on operational management models, conducting internal audits, and organizing work processes. The protection phase prepares all necessary legal documentation and applies for tax incentives. Finally, in the support phase, it offers investment support and consulting services specifically tailored for family offices.

Every family business has a unique story, and Plus Advisor is committed to ensuring its continued success. It expertly guides families through every financial challenge, safeguarding their legacy for generations to come with a personalized and caring approach.