This is our highest-value, most defensible service. It does not address isolated issues; instead, it integrates residency, tax, assets, insurance, companies, and trusts into a fully executable, cross-border-compliant, multi-generational global family architecture.
- Our Mission
Centered on family interests, grounded in compliance, and driven by professional expertise, we help families navigate the complex landscape of global tax, residency, asset structures, and succession—achieving tax efficiency, asset protection, and multi-generational continuity.
- Our Services
Global Compliance & Risk Scan Report
A full-scale diagnostic integrating all foundational elements from the first five service categories.
Integrated Family Protection & Succession Plan
Cash-flow protection, asset shielding, and multi-jurisdictional inheritance and gift tax planning.
Global Asset Holding Architecture (Insurance/Company/Trust)
Design of a consolidated, controllable, succession-ready global asset holding structure.
Global Residency–Tax Integrated Plan
Unified design of residency, tax position, and tax impact of major life events over the next decade.Strategic uses of Hong Kong / Singapore residency; retention or separation strategies for Chinese tax residents; tax-optimization routes for families with members holding multiple tax residencies; and the potential tax impact of key life events over the next decade. Identity planning is no longer an isolated action—it is embedded within a comprehensive global tax blueprint.
Family Office Implementation Roadmap (Timeline & Cost)
A complete execution roadmap covering residency → tax → structure setup → asset injection. A complete list of required professional partners for each project (Including lawyers, accountants, insurance specialists, and trust service providers) A full breakdown of all costs, timelines, and compliance documentation (So the client understands exactly what is required and when) Ensuring the client has a clear view of the entire global-structure implementation process — including every step, total cost, and expected timeframe.
Our process
Need Discovery & Goal-Setting
· Engage in in-depth conversations to fully understand your family structure, financial situation, values, and long-term aspirations.
· Collaboratively define core needs, specifying the problems to be solved and the objectives to be achieved.
Strategy analysis & Plan Formulation
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· Systematically analyze core financial data including family assets/liabilities, income/expenditure structure, and risk preferences
· Identify key gaps and opportunities in financial planning by integrating family vision and life cycle stages
· Develop customized comprehensive plans covering tax optimization and wealth transfer goals based on quantitative analysis
· Present clear plan structures and implementation pathways to ensure strategies precisely align with family needs
Coordinated Implementation
· Assist you in executing the agreed-upon plan, such as opening accounts, establishing structures, allocating assets, or purchasing insurance.
· Act as your central coordinator to ensure all matters are completed efficiently and accurately by relevant professionals.
Ongoing Monitoring & Optimization
· Regularly review your financial status and plan progress to ensure alignment with your goals.。
· Adjust and optimize strategies promptly in response to market changes, regulatory updates, and shifts in your personal circumstances.
Establishing a Family Office is a milestone in family governance. Are you ready to begin this chapter? Complete this brief self-assessment to see where you stand on the path to building your own office.
