Wealth Preservation

We employ tax planning, identity structuring, risk isolation, and insurance solutions to shield family wealth from creditors, matrimonial instability, and regulatory shifts, ensuring long-term preservation and secure succession.

Tax Planning

Legally mitigating tax burdens through optimized asset holding structures. Our team is expert in the tax regulations of China and major offshore jurisdictions.

Cross-Border Tax Efficiency

Optimizing tax exposure for international families and enterprises through bespoke offshore structures.

Pre-Immigration Tax Planning

Strategic asset restructuring prior to establishing tax residency in high-tax jurisdictions to mitigate capital gains exposure.

CRS Compliance & Optimization

Structuring asset holdings to ensure privacy and efficiency within the Common Reporting Standard framework.

Estate Tax Mitigation

Utilization of trusts and other instruments to reduce potential future estate tax liabilities.

Identity Planning

In a globalized era, a diversified identity portfolio is a strategic imperative for high-net-worth families. We provide comprehensive planning to enhance asset security, tax efficiency, and global mobility.

Strategic Benefits

CRS Mitigation

Enhanced Privacy

Educational Opportunities

Optimized Corporate Structure

Residency Programs

USA, Canada, UK, Australia, New Zealand

Residency by Investment

Greece, Cyprus, Portugal, Spain, Ireland, Malta

Citizenship by Investment (CBI)

St. Kitts, Turkey, Vanuatu

Talent & Work Programs

Hong Kong, Singapore, Malaysia

Risk Insulation

We construct robust legal firewalls to segregate family capital from operational liabilities, debt risks, and matrimonial exposures.

Creditor Protection

Separating personal wealth from business operational risks via trust structures.

Matrimonial Risk Insulation

Protecting the assets of the next generation from division in the event of divorce.

Intergenerational Stewardship

Preventing wealth erosion by spendthrift heirs through controlled distribution mechanisms.

Regulatory Risk Mitigation

Diversifying assets and jurisdictions to hedge against single-country policy changes.

Insurance Planning

High-value life insurance is a vital component of wealth preservation. We collaborate with leading global insurers to design policies that serve both succession and tax optimization goals.

Product Suite

Whole Life Insurance
Universal Life Insurance
Participating Policies
Critical Illness Coverage
High-End Medical Insurance

Core Functions

Liquidity Creation
Providing immediate cash flow during succession to cover estate taxes and other liabilities.
Wealth Accumulation
Steady appreciation through savings and dividend-paying insurance products.
Tax Efficiency
Leveraging the tax-advantaged status of insurance proceeds to optimize overall tax impact.
Premium Financing
Enhancing capital efficiency by leveraging policies as collateral for low-interest financing.

Begin Your Family Wealth Legacy

Schedule a professional consultation for a bespoke solution.