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No experience limit
Higher Diploma or Associate Degree
$10K-40K/Mth
參與頂尖財富管理項目
扁平化團隊與持續專業培訓
與國際律師、會計師事務所及金融機構深度合作
Roots & Return Capital family office
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Diploma of Secondary School
$25K-55K/Mth
終身MDRT會員，CFP認證
全面財務規劃服務
需香港保險中介人牌照
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Financial planning
Roots & Return Capital family office
Financial Services
Updated within 3 months
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Company Overview
We are a family office focused on high net worth family wealth management, dedicated to providing entrepreneurs and families with a one-stop, international wealth inheritance and life planning solution. Core business 🏛️ Family trusts and wealth transfer Through the innovative combination of law and financial instruments, achieve asset segregation, tax optimization, and intergenerational inheritance. 📈 Comprehensive asset planning Customize a global asset allocation plan that covers investment, insurance, real estate, and corporate equity planning. Education and life counseling Plan family members’ education path, identity arrangements and quality of life management, and achieve balanced development between wealth and life.
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