Our dedicated team collaborates closely with you to gain deep insights into your aspirations, and together, we craft a pragmatic blueprint that paves the way towards achieving your objectives.
- 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
Tax Residency Determination Report
Tax residency assessment for China, Hong Kong, Singapore, North America and Australia, with risk alerts.
Fee: CAD 100.
Family CRS Risk Diagnostic Report
Identification of CRS exposure across family members and assets (banking, securities, insurance, trusts, companies, real estate, crypto, etc.), with reporting strategies.
Fee: CAD 900.
China Tax Residents—Cross-Border Income & Capital Flow Planning
Including: tax residency analysis, impact of BVI/SG/HK structures, CRS risk control for foreign assets, tax planning for five major categories of offshore income, and offshore tax-efficient structuring.
Fee: CAD 1,500.
Cross-Border Tax Planning for Canada-Related Families
Includes Canadian tax residency determination, foreign asset reporting strategy, tax planning using personal/corporate policies and Canadian trusts, and use of offshore insurance/trusts for foreign assets.
Fee: CAD 900.
Cross-Border Tax Planning for U.S.-Related Families
Includes U.S. tax residency analysis, reporting & planning for offshore policies and trusts, U.S. estate & gift tax planning.
Fee: CAD 900.
Cross-Border Tax Planning for Australia-Related Families
Includes Australian tax residency analysis, reporting and tax planning for offshore insurance and trusts.
Fee: CAD 600.
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.
