We offer a "One-stop Solution" for family office consulting, covering trust planning, investment support, and wealth management.
Dedicated support for personalized trust management.
Provide professional and objective trust services tailored to customer demands.
Accessing a network of third-party trust company services.
Offering consulting services for trust establishment and ongoing management.
Customized asset allocation strategies for long-term growth and lasting security.
Assisting in setting up comprehensive asset protection structures based on family business structure and customer wishes.
Developing detailed strategic asset allocation plans based on clients' long-term goals and risk tolerance.
Offering ongoing architecture management consulting services tailored to customer attributes and needs.
Guiding clients from 0 to 1 in optimal fund structuring to achieve effective fund management.
Share insights into the similarities and differences of fund structures based on customer needs.
Providing direct access to diverse top-tier third-party hosting platforms and service networks.
Consolidated reporting system ensuring financial transparency and compliance.
A consolidated reporting system ensures financial transparency and compliance by integrating data for accurate, timely insights. Expertise in external and internal reporting processes is provided to streamline operations, enhance decision-making, and maintain accountability.
Implementing strict internal control and risk management policies, with regular audits to ensure financial transparency and compliance.
Holistic tailored support for family planning and legacy.
Providing professional, objective, and tailored inheritance planning consultation.
Catering to the diverse and unique needs of families, a comprehensive range of personalized services is offered. From education and healthcare to real estate planning, philanthropy, and social impact initiatives, expert guidance is provided in areas such as art investment, private club memberships, and lifestyle management. Bespoke solutions include managing daily tasks like travel arrangements and household staff coordination, as well as curating luxury experiences tailored to meet even the most complex requirements.
Sharing immigration planning experience and third-party networks in various territories according to customer needs.
Offering professional, objective, and tailored family office setup consultation.
Offering expert guidance on family business-related matters and investments, with the option to facilitate connections to specialized third-party professionals.
Sharing compliance experience and assisting in establishing a robust third-party network.
Share compliance experience and assist to establish a perfect third party network according to customer needs.
We are here to assist you.
Let us know how we can work together towards your objectives.
