Family Offices & Institutional Clients

• Investment consumption：

  A large number of administrative work (such as: bill payment, cash management) Consumption in the administrative operation of the funds

• Solution：

  Set up family company architecture Definition of family governance (establishment of a family committee / investment advisory committee)
  Conflict management

Bank supplier

• Bank
• Law firm
• Accountant floor
• Real estate
  management
  company
• Wealth Management
  Company

Family committee

CEO and management

Administrative functions

• Focus on keeping records
• Accounting
• Financial Statements
• Bill payment
• Budget
• Tax planning and tax
  declaration
• Daily daily management
• Allocate financial
  information

Wealth Management

Committee

• Investment goals and
  family policies
• Asset allocation
• Pick managers and
  custodians
• Monitor and review
  external investment
  managers

Family management

Committee

• Family governance
• Harmonization of Family
  Equity
• Financial education
• Wealth inheritance
  planning
• Family members
  assessment
• Charity
• Family intranet

Business management

Committee

• Tangible asset
  management: artwork,
  Real estate, plane, yacht
• Tangible assets and
  commercial holdings
• Family symbol