We Provide One-Stop Shop Financial Service.
Service
Family Office Services | $10M+
A family office is a holistic, full-balance-sheet wealth management
solution for an affluent individual or family.
OUR COMPETITIVE ADVANTAGE
- TAX PLANNING
- Cross-border tax planning covering US, China, Taiwan, and Hong Kong
- Family members with different statuses
Estate Planning
Investment Management
Tax Planning
Risk Management / Insurance
Strategic Financial Planning
Philanthropy
Lifestyle Management
Governance
Education
Legal Counsel Coordination
What We Do
Investment Management
($100,000+)
Wealth Management
($2,000,000+)
TransGlobal's "Ripple Effect" Strategy
($10,000,000+)
Services
- 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
English 
繁體中文