Core Service System
Insurance Brokerage | Asset Management & Trust | Asset Management & Trust | Intelligent Technology
Insurance Brokerage | Asset Management & Trust | Asset Management & Trust | Intelligent Technology
As an independent broker, we leverage global markets to select the most competitive insurance products. From high-value life insurance to offshore structures, we hedge unknown risks with professional expertise.
Multi-million dollar policy design experience, meeting asset isolation and leverage needs.
Designing secure cross-border protection structures with CRS compliance requirements.
Flexible market index linking, balancing protection with asset appreciation potential.
Leveraging bank financing to optimize cash flow and improve capital efficiency.
Drawing from the Professional Family Governance System's expertise, we understand that family wealth succession is not merely asset transfer, but the continuation of spirit and responsibility. Asset Management & Trust provides in-depth non-financial professional consulting services for high-net-worth families.
Assisting in developing family charters, building council structures, and planning generational succession paths.
Customized heir development programs with clear role assignments and responsibility allocation.
Family values alignment and charitable trust design to establish lasting social impact.
Professional trust structure design and asset management services. Through innovative tools like dynamic standby trusts and family trusts, we build cross-generational protection barriers for your wealth, achieving secure inheritance and steady appreciation.
Customized family trust solutions for asset isolation and cross-generational inheritance protection.
Combining insurance with trust to ensure claim proceeds are distributed according to your wishes.
Professional charitable trust design to realize family philanthropic vision and social impact.
Dynamic standby trusts for business owners, protecting both business and family interests.
Our proprietary Finstar toolkit is the core guarantee of service efficiency and quality. Through digital means, we make complex wealth planning clear and visible.
Industry-first intelligent calculation tool that rapidly simulates costs and returns of different financing schemes, supporting multi-scenario sensitivity analysis.
Automated customer identification and tax residence determination tool, significantly reducing compliance risks and ensuring structural security.
Big data-driven CRM system that precisely identifies customer needs and provides attentive service throughout the entire lifecycle.
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