Redefining Asset Structuring and Legacy Building

Wealth is not just about accumulation—it’s about preservation, continuity, and impact.

Dr. Sandeep N. Setty, a recipient of an Honorary Doctorate in Asset Structuring and Intergenerational Planning, is a renowned financial expert who is reshaping the future of global wealth management. With over 15 years of experience, he has guided high-net-worth individuals, business owners, and influential leaders in securing, optimizing, and seamlessly transferring their wealth across generations. His pioneering approach moves beyond traditional financial models, focusing on income-based wealth management to ensure financial security while fostering long-term prosperity.

Unlike conventional strategies that focus primarily on asset preservation, accumulation, and distribution, Dr. Setty prioritizes a more holistic approach—preserving, accumulating, and distributing income. His financial structures safeguard wealth from estate taxes, gift taxes, and capital gains taxes while ensuring consolidation, control, confidentiality, and a continuous flow of assets across multiple generations. Through strategic financial structuring, his team at Marvella Global Financial Services creates bespoke investment solutions that provide flexibility in growing, preserving, spending, and transferring wealth in a controlled and tax-efficient manner worldwide.

As the founder of Marvella Global Financial Services, Dr. Setty is a trusted advisor to CEOs, politicians, and entrepreneurs, offering expertise in estate planning, risk management, corporate financial structuring, actuarial science, and cross-border wealth management. His insights have been featured across various social media platforms, leading finance magazines, and trade body publications, where he educates audiences on the evolving complexities of global wealth.

Beyond his role as a financial consultant, Dr. Setty is an acclaimed author and speaker. His books, including Build Your 21st Century Financial Plan, Terrifying Tax Traps, The Investment Guide, and How the Rich Use Economic Strategies to Build Stability, simplify intricate financial concepts into actionable strategies. Through his writings, he has empowered thousands with financial literacy, equipping them to make informed decisions on investments, taxation, and long-term wealth planning.

As a sought-after speaker, he delivers compelling keynotes at business forums, financial summits, Rotary, prestigious clubs, and leadership conferences, addressing critical topics such as intergenerational planning in a digital age, tax efficiency and asset protection, the psychology of wealth transfer, and next-generation wealth strategies. His ability to distill complex financial strategies into clear, practical insights has made him a respected thought leader in the industry.

Dr. Setty firmly believes that wealth is not just about financial security but about meaningful impact. He actively supports education and healthcare programs for children with special needs and mentors young financial professionals, ensuring the next generation is equipped to navigate an ever-evolving financial landscape.

Dr. Sandeep N. Setty’s innovative approach to financial planning is redefining how wealth is built, preserved, and transferred. His expertise, confidential and personalized approach, and commitment to financial literacy and impact-driven wealth management make him a trusted authority in the field.