Our Services

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Investment Planning

  • Family asset allocation evaluation

  • Real estates in Europe, America and Asia

  • American land

  • Caribbean resort hotels

  • Commercial real estate

  • Real estate funds

  • Quantitative fund

  • Financial product customization

  • Private equity

  • Art

  • Brandy in barrels


Risk Planning

Family structure

European and American family trusts

CRS planning

Overseas insurance


Immigration Planning

North America USA, Canada, Mexico

Africa Guinea, Guinea-Bissau

Caribbean Grenada, St. Kitts, St. Lucia Europe Ireland, Spain, Portugal, Greece, Turkey, Malta, Bulgaria, Germany, Montenegro, Switzerland, Cyprus, Britain

Central America Belize, Costa Rica, Guatemala

Asia Pacific Countries & Regions Australia, Philippines, Japan, Vanuatu, Hong Kong, Singapore


Value-added Services

U.S. notary services

U.S. and U.K. tax filing

ITIN application

Overseas loan

Overseas bank account opening

Overseas company establishment

Overseas education solutions

Outbound Direct Investment

Overseas life coach


Overseas family office and premium membership services

We provide a full range of customized services for HNW and UHNW families covering investment, risk control, immigration, education and health.


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