WHO WE ARE
In recent years, and stemming from our own family's needs, we established a Single Family Office over a decade ago.
This family office is an entity dedicated to managing family wealth and operations.While managing assets for our own family and others, we, as managers, primarily provide comprehensive services to family members, including integrated wealth management, investment management, tax planning, asset allocation, family governance, legal advisory, and philanthropic endeavors. In short, we are responsible for the day-to-day operation and management of the family office, and for communication and coordination with family members, external advisors, and partners.
WHAT WE OFFER
Our Strength
Integrated Wealth Management:
Overseeing and managing the family's wealth, including family businesses, real estate, investment portfolios, and other assets, to ensure the family's financial health and sustainability.
Investment Management:
Planning, monitoring, and managing the family investment portfolio, encompassing portfolio construction, asset allocation, risk management, and investment decision-making and execution.
Our Versatility
Tax Planning:
Assisting family members with tax planning to minimize tax liabilities and ensure compliance with tax regulations.
Asset Allocation:
Assisting family members in planning and allocating family wealth to ensure successful wealth transfer and maximize benefits for family members.
Family Governance:
Assisting in developing and implementing family governance frameworks and policies to ensure the family's long-term stability and prosperity.
Add-on Services
Legal / Immigration / Education / Healthcare Advisory:
Collaborating with lawyers and other legal professionals to provide family members with services encompassing legal and immigration advisory, as well as support for family members' education and healthcare needs, ensuring compliance and risk control across all aspects.
Philanthropy:
Assisting family members in planning and implementing philanthropic initiatives to support the family's social responsibilities and mission.
We possess strong communication, coordination, leadership, and teamwork skills. We also focus on building trust and strong relationships with each family member, understanding the family's unique culture and values, and providing customized services and solutions tailored to the family's needs and goals.
WHAT
SETS
US
APART
OUR
COLLABORATIVE
NETWORK
As professional family office managers, we possess not only specialized knowledge in finance, investment, taxation, law, and management but also strong communication, coordination, leadership, and teamwork skills. We also focus on building trust and strong relationships with each family member, understanding the family's unique culture and values, and providing customized services and solutions tailored to the family's needs and goals.
Meet the Team
Our core team brings together seasoned professionals from leading global institutions and universities.
With extensive experience in family wealth management, equity investment, and international capital markets,
they are committed to creating long-term and sustainable value through prudent strategy and forward-looking insight.