
具税务效益的财富管理
提升税务效率才可提振投资组合的表现。
我们将根据您的个人情况、居住地及居籍,并顾及您的人生阶段和税务环境的演变,以评估税务对您的财富管理之影响。
透彻了解您的个人情况和所获得的机会,对建立具税务效益的财富管理结构举足轻重,尤其是当您的家族成员分别居于不同的司法管辖区时。
配合我们的外部顾问网络,我们为您提供具税务效益的投资组合管理和财富规划意见,协助您守护财富。
我们的服务包括:
- 审视投资组合
- 全球资产保管服务
- 量身订做的投资组合管理服务
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