盈家睿富

• Senior management executive, a family with children
• Family-owned assets: real estate, stock, funds, cash

• Current Status
  • Start planning retirement and heritage preservation
  • Sufficiency of assets for retirement and children′s development
• Concern
  • Insufficient/limited insurance coverage for family members
  • Lack of tax planning and unclear risk of the assets held in the future
• Objectives
  • Stable and long-term wealth creation and distribution of resources on each milestone of every family member.
• Suggesstions
  • Wealth management through 盈家睿富

盈家承譽

• Ultra-high net worth family
• Family-owned assets: family business, real estate, stock, funds, cash, and various type of assets

• Current Status
  • Starting to think of wealth preservation, accumulation and distribution
  • Heritage and legacy planning for generations
• Concern
  • Wish to pass on the heritage not only to the next generations
  • Tax issues and multinational legal risk associated with the distribution of the family assets
  • Distribution of wealth shall be efficient and executed properly
• Objectives
  • Secure legacy plan and risk management
  • Reasonable allocation of assets to achieve wealth preservation and appreciation
  • Special funds to motivate future generations, set up to prevent squandering and reduce inheritance disputes
• Suggestions
  • Wealth management through 盈家承譽