Multi-Family Office

We integrate the asset protection and investment management services in our multi-family office business.

We help our clients in family office planning and structuring, asset allocation, cash management, and administrative maintenance.

Asset Protection

  • Discussing the asset ownership structure (whether incorporating trust structure)
  • Comparing trustees (bank trustee vs independent trustee)
  • Determining the jurisdiction of trustee, administrator of the trust, and trust law
  • Selecting suitable legal and tax advisory services
  • Constructing the custodian structure for different asset classes

Investment Management

资金管理 (2)
  • Constructing the private bank account structure
  • Allocating assets
  • Managing the investment strategy and investment guidelines and restrictions
  • Short-listing investment managers
  • Conducting liquidity and cash management