Family Succession Office
Design and set up a family wealth structure
including platforms such as family trusts
to achieve dynastic wealth preservation
and reasonable arrangements for the interests of heirs;
at the same time
provide tax planning,
overseas insurance customization,
identity planning, and home ownership services.
Corporate Advisory Office
Provide private equity investment
and financial advisory services,
mergers and acquisitions consulting
and research analysis;
provide corporate risk management,
crisis management and other services for customer needs.
Provide discretionary / non-discretionary
and flexible entrusted portfolio management /advisory services,
including asset allocation, customized portfolios,
comprehensive income reporting,
investment management, and interfacing with
different banks and financial institutions,
to integrate existing banks for individuals and
companies accounts, macro investment information and trends.
Health Services Office
Services include healthy lifestyle consulting,
planning, and overseas medical treatment
(high-end overseas medical examinations and consultation programs).
At the same time,
the office provides
various types of insurance
to customer health and medical needs.
Family Affairs & Educational Advisory Office
Provide family governance and stewardship services,
including formulating overall family governance plans,
organizing family meetings, formulating family charters,
and inheritance arrangements;
assisting the next generation to participate
in overseas summer camps and applications
for further education, and providing leadership
training assistance programs for succeeding entrepreneurs.