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Immigration & Capital

Family Office

Family Office
Continuing the Mission and Values

Hiring a team of professionals, such as accountants, lawyers, and investment experts for capital management, somehow aligns with the concept of a family office already. However, a family office can provide services that are way more comprehensive and convenient.

  • Customized Services

    We are appointed by high-net-worth clients and family businesses to provide one-stop sustainable operation services. Our professional team, composed of financial advisors, senior lawyers, registered accountants, and top financial institution executives, is dedicated to tailoring financial and tax preservation solutions, assisting in managing family affairs, and establishing an operational governance framework for families. Our services span multiple generations, covering cross-border investment strategies, risk consultations, family trusts, estate planning, charitable donations, and more. Our clients are located across Asia, including China, Hong Kong, Taiwan, Thailand, Vietnam, South Korea, and other regions.

  • Strategized Execution

    We will practicalize your ideas by creating a dedicated family office tailored to your needs. Considering factors such as member roles, types of family assets, and family business control, we will, through a legal approach, select diverse tools that suit your family situation. Besides, we will establish a family committee to facilitate communication between the family and the business, adopt hierarchical management and decision-making, and use a family charter as the supreme guiding principle; we ensure the legality and effectiveness of execution.

  • Sustainability Management

    The goal of the family office is to ensure the family's wealth spans over three generations. In addition to consolidating family assets and supporting daily affairs, a holistic perspective is also required when evaluating various market environments to make appropriate investment strategies and asset allocations, ultimately achieving the long-term goal of sustaining the family business.

  • Core Values

    Regularly reviewing the family charter's established goals for sustainability development and core values ensures a tight cohesion of family consensus. Not only does it provide future generations with an understanding of the founder's original intentions, but it also effectively integrates the interests of family members, strengthens the family's unity, and contributes to mutual prosperity with other businesses. It is crucial in perpetuating the family mission and values across generations.

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