華馳投資
Family Office
As a successful Entrepreneur, how can you ensure that the family business you have worked so hard to build up will continue to grow and thrive even after passing the baton to the next generation?
This is a common question on the minds of every entrepreneur. Each family needs to decide on the appropriate family governance institution according to the size and stage of its family business, and help its family members understand their roles to most effectively help the family business develop sustainably. CW Asset Management partners with International Banks, Accounting Firms and Law Firms to customize own family office that suits client’s need.
Compared with general inheritance tools, which mainly focus on short- and medium-term results, the establishment of family governance has a profound and long-term impact on the family inheritance plan, but it also means the effect is slow and insignificant, and it is easily ignored by the family. In the long run, it will inevitably affect the harmonious family relationship and the sustainable development of the enterprise.
The cycle and cycle of family office establishment can be roughly divided into four steps:
-
Understanding
-
Implementing
-
Advising and Planning
-
Monitoring
Family offices can provide clients with the following, a range of services:
Invest
- Asset allocation
- Traditional investment
- Manager selection / supervision
- direct investment in real estate
- Financial Accounting / Financial
Reporting
- Alternative Investments
- Investment Banking
- Risk Management
- Global Custody and Integrated
Reporting
- Private Bank Account
Management
- Currency exchange
Legal & Tax
- Financial plan
- Tax service
- Trust management
- Legal service
- Estate planning
- Insurance planning
Administration
- Accounting
- Billing
- Mail sorting
- IT
- Office management
- Contract management
Housekeeper
- Family governance and
succession planning
- New home business support
- Concierge, security services
- Family Counseling /
Relationship Management
- Physical asset management
(real estate, artwork, airplanes,
yachts)
- Enterprise projects
- Educational planning
- Next Generation Education
- Intergenerational
communication
- Charity
”CW Asset Management partners with Banks, Accounting Firms and Law Firms to customize own family office that suits client’s need."
Family Trust
A trust is an equitable obligation that obliges the trustee to dispose of the trust property under his control for the benefit of the beneficiary, and any beneficiary may require the trustee to perform this obligation faithfully and prudently.
Any act or omission of a beneficiary that is not authorized by the trust deed or the law is called a breach of fiduciary duty. Depending on the terms of the trust, the trustee's control may be subject to the trust or personal rights of others. Through the establishment of offshore trusts, the functions of wealth inheritance, asset protection and deferred tax can be achieved.
Bank Trust
Independent
Trust
Legal
Advisory
Tax
Advisory
Our Partners
*Disclaimer:
"The custodian banks may not be licensed to undertake certain regulated activities in certain countries and the custodian banks will not undertake such regulated activities in such countries. CWAM is not an agent or representative of any of the custodian banks and does not make any offer, recommendation or solicitation on behalf of any of the custodian banks. None of the custodian banks and their respective affiliates, directors, employees or agents has any control over the acts of CWAM (including who this document or material is distributed to) and none of them accepts any liability for any loss or damage that may arise as a result of or in connection with any acts of CWAM.”