我們提供全面家族辦公室與財富管理
服務項目
家族辦公室服務 $10M+
針對超高淨資產個人或家庭, 家族辦公室
提供整體且全方位的財富管理解決方案.
絕佳的競爭優勢
- TAX PLANNING
- 橫跨美中台港的跨國稅務規劃
- 處理不同身分的家族成員（如外國人，美國永久居民，美國公民等）
Estate Planning
Investment Management
Tax Planning
風險管理/保險
策略性財務規劃
慈善活動協助
生活方式協助
監督治理
教育協助
法律諮詢協調
家族辦公室及財富管理業務
Investment Management
($100,000+)
財富管理
($2,000,000+)
泛宇首創 同心圓傳承" 策略
($10,000,000+)
服務項目
- Dynamic Portfolio Management (DPM) : $100,000 Min. Amount
- Total Portfolio Solutions (TPS) : $1,000,000 Min. Amount
- Monitoring : $10,000,000 Min. Amount
Special Expertise
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”
Customized based on clients’ financial planning and wealth management needs
- Investment due diligence, selection, and monitoring
Holistic Financial Planning $2M - $10M
-
Investment
-
Life Insurance & Annuities
-
Real Estate
-
Health Insurance
-
College Funding
-
Property & Casualty Insurance
-
Donor Advised Funds
-
Tax Planning
-
Trust
-
LLC
-
Estate Planning
-
Financial Planning
Investment Management $100K - $2M
-
Investment
-
Life Insurance & Annuities
-
Real Estate
-
Health Insurance
-
College Funding
-
Property & Casualty Insurance
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