Family Trust and Wealth Planning
Our wealth management team is highly experienced in serving ultra-high-net-worth family clients. Focusing on discretionary investment services and integrating the group’s resources, we are dedicated to providing clients with a full range of family wealth management services, including family trust establishment, asset allocation, tax planning, overseas education planningand other value-added services, so as to achieve the continuation of financial capital. Together with our trust partners and other professional institutions, we deliver unique and comprehensive wealth planning solutions to guide your family to inherit your wealth, business, and governance.
Family trust
Family trust
Family inheritance include not only the inheritance of family assets from generation to generation, but also the inheritance of family vision and values. Together with Trust partners, we assist clients to realize the protection and inheritance of family assets and family businesses, and awareness of self-governance of family business.
Overseas asset allocation
Overseas asset allocation
Through global asset allocation, clients can benefit from various investment opportunities, migrate investment risks, and at the same time, effectively diversify their assets through multi-currency, multi-category, and multi-regional investment strategies.
International Insurance Referral
International Insurance Referral
Professional licensed consultants of our international insurance brokerage business partners, provide you with the most comprehensive international insurance advisory services, including life insurance, critical illness insurance, high-end medical insurance, saving insurance, universal life insurance, and policy loan, etc.
Tax planning
Tax planning
Business families have an increasing demand for global tax planning, with the continuous implementation of CRS information exchange, offshore economic substance requirements, beneficial owner declaration, etc. Through extensive cooperation with senior tax partners, we can assist wealthy families to rationally design company structures and optimize taxation while complying with tax laws and regulations.
International residency and domicile planning
International residency and domicile planning
"Identity planning" covers nationality status, tax status, etc., which is an indispensable and important part of ultra-high-net-worth families in terms of family wealth, education, and business planning. Our expertise can help clients to choose best immigration plans to meet their business expansion and wealth inheritance.
Education planning
Education Planning
Together with our partners, Meta Elephant Family Office provides comprehensive and customized future education services to our clients. Through the cooperation of global education experts and top international educational institutions, we are committed to cultivating outstanding successors for Chinese families.