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Young Couple
We understand the needs of Chinese families best:

We understand the needs of Chinese families best:

  • How to make large foreign currency transfers compliant

  • How parents can provide financial support with minimal tax impact

  • CRS risks and reporting of overseas income

  • Investment property and trust strategies

  • Choosing between school district homes and investment properties

WHY US

Integrated Solution for Cross-Border Funds, Tax, and Property

Address all your core pain points in cross-border investment.

Multicultural Team with Deep Cultural Understanding

Backed by numerous real-world cases.

Advisors, Not Salespeople

We provide strategies based solely on your family’s situation.

 

High Referral Rate

A testament to the trust our clients place in us.​

 

Quantifiable Investment Models

Decisions driven by data, not “gut feelings.”

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Disclaimer:
We provide general information and education only. We do not give personal financial, credit, or tax advice. Licensed professionals provide all specific advice and services.

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