We understand the Chinese Investment portfolio. Everything we do begins by gaining a comprehensive, nuanced understanding of your long-term vision. This understanding serves as the foundation for a truly holistic, multidimensional financial strategy. A strategy that grows and adapts to your unique needs through all the major milestones in your life.
Goal Planning
Services include:
Education Funding
Vacation Funding
Future Major Purchases
Retirement Planning
Services include:
IRA Rollover and Distribution Planning
Income Projection Analysis
Fixed Income Strategies
Qualified Plan Design and Compliance
Cash Management
Services include:
Cash Position Analysis
Accounts Payable & Receivable Strategies
Credit Management Strategies
Short-Term Investment Vehicles
Philanthropy
Services include:
Charitable Gift Planning
Development of Gifting Strategies
Charitable Structures
Asset and Investment Management
Services include:
Equity
Real Estate
Commodities
International Investments
Private Equity
Alternative Investments
Estate and Succession Planning
Services include:
Wealth Transfer and Tax Reduction
Charitable Gifting
Trust Services
Our firm was built on a history of authentic, trusting relationships. Our clients include an eclectic group of individuals and families. They include many international entrepreneurs, business leaders, artists, athletes and entertainers. Some are household names, many more are acutely private people. All know that they can count on us to make their privacy and security our top priority.
International Entrepreneurs & Business Leaders
Artists, Athletes & Entertainers
International High-Net Worth Individuals & Families
Questions? Let’s talk. Discover a truly unique approach to wealth management. Call or contact us online to get the conversation started.
+1 888.880.5724
Standing out in a field of largely indistinguishable competitors means we do not have the luxury of evolving with the marketplace. Instead, we work feverishly to keep ahead of it.