

Your LEGACY
IT’S ABOUT HOW YOU’LL BE REMEMBERED
TransGlobal offers professional Multi-Family Office (MFO) Services focusing on the needs of Ultra-High Net-Worth (UHNW) families.
TransGlobal offers professional Multi-Family Office (MFO) Services focusing on the needs of Ultra-High Net-Worth (UHNW) families.
- Plan to pass wealth and values to the next generations
- Want more focused and holistic services aligned with their values
Our Competitive Advantage
• Highly experienced and strong investment team• Unbiased advice• Deep understanding of clients• Cost reduction: Operating leverage & buying power
Tax Planning
• Cross-border tax planning covering US, China, Taiwan, and Hong King.• Family members with different status
Investment Management
• Investment Policy Statement for all accounts and/or legal entities• Strategic asset allocation and investment strategy• 'Total Portfolio Solutions' exclusively designed for Family Office & Wealth Management• 'Dynamic Portfolio Management“ strategies available based on clients’ needs• Investment due diligence, selection, and monitoring

