財富規劃

我們以 “離岸資產規劃，財富傳承永續” 為服務主導理念，根據高淨值客戶的財富需求和財務目標，提供專業化、個性化、全球化的離岸資產規劃方案，並幫助實施方案、跟蹤方案和調整方案。

提供綜合規劃：根據客戶的財富需求，量身定制資產規劃方案，實現家族財富真正意義上的保值、增值、保全和傳承。

實施規劃方案：通過我們團隊的專業優勢，客觀、中立地為您甄選最優規劃工具，實現財富管理目標。

後續跟蹤檢視：後續跟蹤資產規劃方案，根據全球市場狀況以及您的目標需求，及時調整規劃方案。

Wealth Management

We take "Offshore Assets Planning, Sustainable Wealth Inheritance" being our Leading Philosophy, for the requirements of high net worth clients’ wealth and financial goals, to provide professional, personalized, and globalized offshore assets planning scheme, help to implement solutions, and keep tracking for timely adjustment as needed.

Comprehensive planning: according to clients' wealth demands, tailor-make asset planning scheme to achieve truly wealth preservation, value-added, and inheritance of family wealth.

Plan implementation: stay professional, objective, and neutral to assist clients in selecting the optimal tools for the goal of wealth management.

Follow-up tracking: follow up the asset planning program and adjust the planning plan in time according to the global market situation and your target demand.