• Questionnaire

Family Office Client Questionnaire

Please complete this highly confidential professional questionnaire to help us better understand your family’s needs and cross-border asset profile. Upon submission, your dedicated consultant will assess the information and proactively contact you within 1-2 business days.

1. Provide Your Basic Information

Your dedicated consultant will use this information for preliminary assessment to offer you more precise and efficient customized wealth management solutions in subsequent services.

2. CRS / Asset Intent Assessment

Please provide details on your overseas asset scale and tax information security concerns. This data is strictly for internal assessment and is critical for designing your global wealth structure and ensuring the security of information exchange.
  • 海外可投资资产

家族成员在海外金融账户情况（含家族企业账户）

所在地
可投资资产量级（折合美元）
  • 信息税务及安全

在深刻理解“资金是如何出境的、出境前是否完税、出境后是否及时纳税”三个问题后，认真思考对CRS信息交换的介意程度

0（完全不介意）|10（十分介意）