Customized family wealth management system, covering asset allocation, trust structure, charitable funds, etc
Fund Management and Family Office: Customized family wealth management to facilitate intergenerational inheritance and steady growth
In the context of globalization and wealth diversification, the needs of high net worth families for wealth management are increasingly complex. We focus on providing for familiesCustomized family wealth management systemIt covers core services such as asset allocation, trust structure and charitable funds. With more than 20 years of global asset operation experience of the Singapore localization team, the original "four-dimensional stability model" has helped the family achieve a steady growth of 6%-20% annualized income. Our advantage lies in the two-wheel drive of "family governance + financial instruments", which solves the problem of intergenerational inheritance and cross-border asset isolation, and helps the long-term preservation and appreciation of family wealth.
I. Service content: Customized family wealth management system
We focus on the core needs of family wealth management, providing a full range of customized services to ensure the steady growth of wealth and intergenerational inheritance.
- asset allocation
- Develop a diversified asset allocation plan based on the family's risk appetite and investment objectives.
- It covers asset classes such as stocks, bonds, real estate, and private equity to diversify risks and maximize returns.
- Trust structure
- Provide family trust design and establishment services to ensure the intergenerational inheritance of wealth and tax optimization.
- Different trust structures such as irrevocable trust and revocable trust are customized according to the needs of the family.
- benevolent fund
- Assist the family to set up a charitable fund to achieve the dual goals of social responsibility and wealth inheritance.
- Provide support in the operation and management of charitable foundations to ensure the efficient use of funds and compliance.
- Cross-border asset segregation
- Through offshore trust and cross-border asset allocation, we help families realize legal isolation and protection of assets.
- Provide cross-border tax planning and compliance management services to ensure the security and legitimacy of assets.
Second, four-dimensional stability model: achieve steady growth of 6%-20% annualized revenue
Our original "Four-dimensional stability model" helps families achieve steady wealth growth through comprehensive management in four dimensions.
- Risk control
- Reduce investment risk through diversified asset allocation and risk hedging strategies.
- Regular risk assessment and adjustment to ensure portfolio stability.
- Revenue optimization
- Dig deep into the world's high-quality assets and improve the return level of the investment portfolio.
- Seize market opportunities and maximize returns by dynamically adjusting asset allocation.
- Tax optimization
- Through trust structure and cross-border tax planning, we can reasonably reduce tax burden and increase net worth.
- Provide tax compliance management services to ensure the legitimacy and security of family wealth.
- Intergenerational inheritance
- Through family trusts and charitable funds, we ensure the intergenerational inheritance and sustainable development of wealth.
- Provide family governance and succession planning services to address potential problems in intergenerational succession.
Third, family governance + financial instruments: two-wheel drive to solve the core problem
With "Family governance + financial instruments" as the core, we help families solve the problems of intergenerational inheritance and cross-border asset segregation, and ensure the long-term preservation and appreciation of wealth.
- Family governance
- Provide family governance structure design and implementation services to ensure the balance and harmony of family members' interests.
- Organize regular family meetings and training to enhance the management ability and cohesion of family members.
- Financial instrument
- Through trust, insurance, private equity and other financial instruments to achieve wealth preservation and appreciation.
- Provide customized financial solutions to meet the diverse needs of families.
- Successful case
- Through our services, a family has achieved a steady growth of 15% annualized income and successfully completed the intergenerational succession.
- A family achieved legal isolation and protection of assets through offshore trusts and cross-border asset allocation.
4. Singapore Localization team: more than 20 years of global asset operation experience
We rely on more than 20 years of global asset operation experience of our local team in Singapore to provide clients with professional and efficient wealth management services.
- Professional team
- The team consists of asset management experts, tax advisers, legal advisers, etc., to ensure professional and comprehensive services.
- Provide one-on-one consulting services and customize exclusive solutions according to family needs.
- Global resource integration
- Integrate high-quality global assets and financial instruments to provide clients with diversified investment options.
- Keep track of global market dynamics and policy changes in real time to ensure timeliness and compliance of investment solutions.
- Digital tool
- Improve service efficiency and customer experience through intelligent systems and digital tools.
- Provide real-time portfolio analysis and risk assessment to help clients stay on top of their wealth.
5. Customer cases: Help the family achieve wealth preservation and intergenerational inheritance
Here are some of the client examples we serve, showing how we help families preserve and pass on their wealth across generations.
- A family of entrepreneurs
- Through our asset allocation services, the family achieved solid growth of 18% annualized returns.
- Through the family trust and charitable funds, we have successfully accomplished the goals of intergenerational inheritance and social responsibility.
- A family of financial executives
- Through our trust structure and cross-border asset segregation services, family assets are legally protected and tax optimized.
- Through family governance and succession planning, potential problems in intergenerational succession are solved.
- A family of tech founders
- Family wealth is diversified through our private equity and real estate investment services.
- Through offshore trusts and cross-border tax planning, family assets are legally segregated and protected.
Contact Us: Start the family wealth management journey
Whether you are an entrepreneur, executive or founder, we can provide professional and efficient family wealth management services to help your family achieve its long-term development goals.
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