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Integrated Solution
Our proposition is built around Security, Succession, and Sustainability, forming our 3S global protection and inheritance framework.
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Multiple regions
Multiple regions
various jurisdictions for diverse choices
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Multi-functional
Multi-functional
risk isolation, asset protection, personal security, global mobility, retirement & education, healthcare, and tax planning……
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Sustainability
Sustainability
preservation, inheritance, and sustainable planning
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Intergenerational
Intergenerational
quality living and customized inheritance
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Rich resources
Rich resources
strict supply chain management and strong resource integration
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One-Stop
One-Stop
comprehensive security, liquidity, base assets, and growth
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Multiple regions
various jurisdictions for diverse choices
-
Multi-functional
risk isolation, asset protection, personal security, global mobility, retirement & education, healthcare, and tax planning……
-
Sustainability
preservation, inheritance, and sustainable planning
-
Intergenerational
quality living and customized inheritance
-
Rich resources
strict supply chain management and strong resource integration
-
One-Stop
comprehensive security, liquidity, base assets, and growth
Two Major Chinese Client
Segments across the Globe
Protection and Inheritance Solutions
Asset Allocation in a Single Country/Region
High-Net-Worth
Clients
Clients with businesses and assets mainly in one single country/region, who are uncertain about the economic environments and target for balanced financial plans, family inheritance and asset protection.
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Personal Plan
Overseas property allocation, residency status; annuity insurance
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Asset Plan
Term life insurance, dividend insurance; fixed-term life insurance; wills, gold,etc.
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Inheritance Plan
Retirement annuities for descendants linked to trusts; Trusts
Asset Allocation in Different Countries/Regions
High-Net-Worth
Clients
Clients with multiple residency and relatively flexible cash flow, planning to shift their family financial focus and aiming for growth in wealth while considering global asset allocation.
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Personal Plan
Permanent residency overseas; annuity insurance
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Asset Plan
Term life insurance, dividend insurance; overseas whole life insurance; wills, gold,etc.
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Inheritance Plan
Family trusts; overseas trusts
