Client Services

<p>1. Serve high net worth families by providing professional advice and all-round solutions in asset management and wealth planning, including investment strategy, tax planning, risk management and inheritance planning, etc.</p><p>2. Based on the customer's goals, values and long-term planning, develop strategic advice for them</p><p>3. Manage and supervise the family asset portfolio, work with investment advisors, make investment decisions and asset allocations.</p><p>4. Supervise the daily operations of the family office to ensure that all work complies with laws and regulations and company policies;</p><p>5. Provide comprehensive demand analysis and solutions based on the customer's own property scale, expected goals, and risk tolerance,</p><p>Help customers formulate comprehensive plans on asset allocation, children's education, medical and health care, pension, insurance, etc.</p><p>6. Assist family members in developing charitable plans, managing charitable funds, and supporting charitable projects.</p><p>7. Design and implement the family's inheritance plan, assist in planning property inheritance, and ensure wealth is passed down within the family.</p><p>8. Coordinate and cooperate with lawyers, accountants, tax experts, etc., to ensure that the family receives high-quality professional services.</p><p>9. Provide financial, investment and corporate management training and education to family members, helping to enhance their financial wisdom and management skills.</p><p></p>