About Us
We are a Multi Family Office (MFO) dedicated to serving high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) from China and Taiwan. Founded by a team of seasoned professionals across finance, law, taxation, asset management, and family governance, we offer independent and objective counsel to help families preserve, grow, and successfully transition their wealth across generations.
Our approach goes beyond asset management and tax planning — we focus on family dynamics, communication, and long-term sustainability. With both local and international capabilities, our services range from investment structuring, trust and fund establishment, immigration and education planning, and philanthropic strategy development.
At the heart of everything we do is a deep commitment to being a trusted, long-term partner — one that grows with your family and helps you navigate complexity with clarity.
Why Us
Professional Expertise
Our advisory team comprises seasoned professionals in finance, law, taxation, and estate planning. With extensive cross-border and interdisciplinary experience, we deliver comprehensive and forward-looking solutions to address the complexities of family wealth.
Proven Results
We are our clients’ most trusted professional partner—not only offering financial and legal solutions, but also listening with empathy and understanding. Beyond expertise, we bring warmth and sensitivity to delicate matters, becoming the most reassuring advisor and confidant during life’s pivotal moments.
Tailored Solutions
Every family is unique. We take the time to understand your background and aspirations, delivering bespoke strategies that integrate financial, legal, tax, and legacy planning—fully aligned with your long-term interests and values.
Trusted Relationships
We believe the true value of a family office lies in the quality of service, not in the pursuit of sales targets. To uphold genuine independence and professional integrity, this belief is deeply embedded in our service model. As a result, we are able to dedicate ourselves fully to each relationship, earning the long-term trust of our clients.
