In today’s complex and ever – changing wealth environment, private family foundations, as an efficient and flexible wealth management and inheritance tool, are gaining increasing popularity among high – net – worth families.
It can not only help families preserve and increase the value of their assets but also effectively plan taxes, protect privacy. More importantly, it can promote the inheritance of family culture and the fulfillment of social responsibilities. Based on this, we have launched professional private family foundation establishment and management services, committed to providing comprehensive and personalized solutions for families around the world.
I. Business Overview
A private family foundation is a non – profit legal person organization established by family members or family – owned enterprises. It aims to achieve the preservation and appreciation of family wealth through capital operation and management, and at the same time support the education, health, charity and other undertakings of family members. Our services cover multiple aspects such as the establishment planning of the foundation, the construction of the legal framework, asset allocation advice, tax planning, operation management, and the inheritance of family culture.
II. Service Content
Establishment planning and legal framework: We will conduct in – depth communication with the family to understand the family’s wealth situation, inheritance wishes, and social responsibility goals, and tailor an establishment plan for the family foundation. This includes choosing a suitable legal framework, determining the purpose and business scope of the foundation, and formulating governance rules.
Asset allocation and management: According to the foundation’s capital scale and risk tolerance, we will provide asset allocation advice for the foundation to ensure the stable performance of funds in different market environments. At the same time, we will also assist the foundation in selecting appropriate investment managers or financial institutions for professional management of funds.
Tax planning and compliance: We will provide comprehensive tax planning services for the foundation to ensure that the operation of the foundation complies with relevant laws and regulations and reduces the tax burden. At the same time, we will also assist the foundation in conducting compliance reviews to ensure that all activities of the foundation are legal and compliant.
Operation management and family culture inheritance: We will assist the foundation in establishing an effective operation mechanism and management team to ensure the smooth daily operation of the foundation. In addition, we will also discuss with the family how to integrate family culture into the operation of the foundation and inherit family values and social responsibilities through the foundation’s activities.
III. Service Advantages
Professional team: Our team is composed of experienced wealth advisors, lawyers, tax agents, and investment professionals, who can provide professional and authoritative foundation establishment and management services for families.
Personalized customization: We deeply understand that the situation of each family is unique. Therefore, we will formulate personalized foundation establishment and management plans according to the actual situation and needs of the family.
Long – term companionship: We do not just provide one – time services but are willing to become the long – term partners of families, accompanying families through every important stage of foundation establishment and management
By choosing our family foundation establishment and management services, you will obtain a professional, reliable, and personalized service team to help you achieve the preservation and appreciation of family wealth and inherit family culture.
