Focus on the dual planning of education and identity of high net worth families, covering overseas Chinese students joint examination, selection and application of international universities, cross-border asset allocation and other scenarios
Education and Identity Planning: Helping high net worth families achieve the dual goals of educating their children and passing on their wealth
For high net worth families, children's education and wealth inheritance are the two core needs. We focus on providing high net worth familiesEducation and identity dual planning servicesIt covers overseas Chinese students Joint examination, selection and application of international universities, cross-border asset allocation and other scenarios. Through the linkage of overseas identity and educational resources, we help customers' children to increase the probability of entering the world's top 50 universities by three times, while realizing tax optimization and wealth inheritance, helping families achieve long-term development goals.
1. Service scenario: Covering the core needs of education and identity planning
Focusing on the core needs of high net worth families, we provide a full range of education and identity planning services to ensure the smooth realization of the dual goals of children's education and wealth inheritance.
- Overseas Chinese students joint examination planning
- Provide policy interpretation and application guidance for overseas Chinese students Joint examination, and help customers' children enter top domestic universities through joint examination.
- Assist clients' families to apply for overseas status and ensure that they meet the qualification requirements of the Overseas Chinese Student Examination.
- International school selection and application
- According to the interests and abilities of the customers' children, tailor the application program of international universities.
- Provide comprehensive support such as writing, interview counseling, background improvement, etc., to improve the application success rate.
- Cross-border asset allocation
- Through the linkage of overseas identity and education resources, optimize the tax structure and asset allocation of customer families.
- Provide wealth succession planning services to ensure long-term preservation and appreciation of family wealth.
Second, the linkage of overseas identity and educational resources: improving the success rate of children's education
Through the linkage of overseas status and educational resources, we help customers' children get better education opportunities, and the probability of entering the world's TOP50 universities is increased by 3 times.
- Overseas status advantage
- By applying for overseas status, the client's children can enjoy the educational resources and preferential policies of the target country.
- Identity planning programs are provided to ensure that client families meet the educational access requirements of the target country.
- Integration of educational resources
- Integrate the recruitment information and application requirements of the world's top 50 universities to provide customers with accurate guidance.
- Provide international school selection and transfer services to ensure the continuity of your child's education path.
- Successful case
- Through our services, a client's children successfully enrolled in Ivy League universities in the United States and realized their educational dreams.
- A customer family through overseas identity planning, children successfully passed the overseas Chinese student Association examination into the top domestic universities.
Iii. Tax optimization and wealth inheritance: To achieve long-term preservation of family wealth
We not only focus on children's education, but also help clients' families achieve tax optimization and long-term wealth preservation through cross-border asset allocation and wealth inheritance planning.
- Tax optimization scheme
- Through overseas identity planning, we can help customers reduce tax burden reasonably and optimize tax structure.
- Provide cross-border tax declaration and compliance management services to ensure the legality of tax operations.
- Wealth inheritance planning
- According to the needs of customers' families, develop personalized wealth inheritance plans.
- Provide family trust, insurance planning and other services to ensure the intergenerational transmission of family wealth.
- Asset allocation suggestion
- Provide cross-border asset allocation advice based on clients' risk appetite and investment objectives.
- Help families preserve and increase their wealth through diversified investment portfolios.
4. Service advantage: Professional team and global resource integration
With our professional team and global resource integration ability, we provide efficient and accurate education and identity planning services to our clients.
- Professional team
- The team consists of educational planners, tax advisers, asset allocation experts, etc., to ensure professional and comprehensive services.
- Provide one-to-one consulting services and customize exclusive solutions according to customer needs.
- Global resource integration
- Integrate the global top 50 universities, international schools, overseas identity processing agencies and other resources to provide customers with one-stop services.
- Track policy changes in target countries in real time to ensure program timeliness and compliance.
- Digital tool
- Improve service efficiency and customer experience through intelligent systems and digital tools.
- Provide real-time progress query and data analysis to help customers keep track of planning progress.
Client Case: Helping high net worth families achieve their education and wealth goals
Below are some of the client examples we serve, showing how we help high net worth families achieve the dual goals of educating their children and passing on their wealth.
- A family of entrepreneurs
- Through our international school application service, our children have successfully entered the University of Cambridge in the UK and realized their educational dreams.
- Through cross-border asset allocation and tax optimization, household wealth has been preserved and increased over the long term.
- A family of financial executives
- Through our overseas Chinese student Joint examination program, our children have successfully entered Peking University and obtained high-quality educational resources.
- Through wealth inheritance planning, family wealth has realized intergenerational inheritance and sustainable development.
- A family of tech founders
- Through our Overseas status program, children have obtained U.S. green cards and enjoyed quality educational resources.
- Through cross-border asset allocation, household wealth is diversified investment and risk diversification.
Contact Us: Start the journey of education and identity planning
Whether you are an entrepreneur, an executive or a founder, we can provide professional and efficient education and identity planning services to help your family achieve their long-term goals.
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