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Please complete the form below so we can gain a clearer understanding of your family’s needs. Once submitted, our team will review the information and reach out to you proactively within 1–2 business days.

1、Your Contact Information

2、Principal Information

3、Spouse Information

4、Parents Information

Father information
Mother information

5、Children Information

Children A information
Children B information

6、Asset/CRS information

Family Members’ Overseas Financial Accounts (Including Family Business Accounts)
Overseas Taxation & Security
After gaining a clear understanding of how funds are transferred overseas, whether taxes have been fully paid prior to the transfer, and whether taxes are reported and paid in a timely manner after the transfer, we carefully assess the family’s level of awareness and sensitivity to CRS (Common Reporting Standard) information exchange.
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