Core Businesses
High-net-worth Global Wealth Management | One-stop · Customized · Global
Core Positioning: Provide one-stop global wealth solutions for ultra-high-net-worth groups, focus on the preservation and appreciation of assets and intergenerational inheritance, and build a wealth management service system emphasizing both localization and internationalization.
Core Service Content
- Diversified cross-border asset allocation structure design ● Cross-border insurance structure construction and optimization
- Offshore trust establishment and family wealth inheritance planning ● Family fund management and operation
- Global asset allocation optimization under CRS compliance
Core Service Features
- Cultural Integration & Global Layout: Integrate Chinese cultural values, combine with the layout of global offshore centers to realize localized services and global allocation
- Dual-drive Expert Team: One-on-one service by senior consultants + global expert think tank (finance/legal/tax) to ensure professional and forward-looking services
Customize Wealth Plan
