Business Introduction
We specialize in providing customized legal and consulting services for high-net-worth individuals, families, enterprises, and financial institutions. With our professional team and extensive experience, we are committed to helping clients achieve steady growth, safe protection, and intergenerational transmission of their wealth.
Service Fields
Personal Wealth Management: Tailor-made wealth planning solutions for individual clients, covering estate planning, trust establishment, tax optimization, insurance planning, and investment guidance, to ensure the secure appreciation and effective transmission of personal assets.
Family Office Services: Provide one-stop solutions for family enterprises, including family governance structure design, family trust establishment, centralized asset management, and diversified investment strategy formulation, to support the long-term management and harmonious succession of family wealth.
Enterprise Wealth Management: Design tax optimization strategies, equity incentive plans, legal advice on mergers and acquisitions, and cross-border investment structure establishment for corporate clients, to promote sustainable development and the maximization of enterprise value.
Financial Institution Cooperation: Collaborate closely with banks, trust companies, private equity funds, and other financial institutions to provide legal compliance review services, product design optimization, and dispute resolution services, jointly exploring innovative paths in wealth management.
Solutions
Customized Legal Structures: Design personalized legal structures, such as family trusts and private foundations, based on clients’ specific needs and risk appetites, to achieve asset isolation, tax optimization, and flexible management.
Tax Planning and Compliance: Utilize domestic and international tax law knowledge to provide clients with cross-border tax planning, tax declaration guidance, and tax dispute resolution services, ensuring clients operate legally and compliantly on a global scale.
Asset Allocation Optimization: Combine market analysis and client needs to provide diversified asset allocation recommendations, including stocks, bonds, real estate, art collections, and other investment channels, to achieve diversification and risk dispersion of the asset portfolio.
Estate Planning and Inheritance Management: Through will preparation, establishment of lifetime trusts, and other means, ensure clients' wishes are accurately expressed, avoid family disputes, and achieve a smooth transition and orderly transmission of wealth.
