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PROSPECT
INVESTMENT

We understand the needs of Chinese families best:
We understand the needs of Chinese families best:
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How to make large foreign currency transfers compliant
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How parents can provide financial support with minimal tax impact
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CRS risks and reporting of overseas income
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Investment property and trust strategies
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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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