Jane

Advising a Chinese entrepreneur on global investments and structuring

Services Provided

Family Office
Investment Management
Trust & Fiduciary
Legal & Tax Advisory

Client Background

Jane is a successful businesswoman based in Asia with 3 children. She is actively engaged in international trades between Asia, Europe and America. Conscious of the ever more intricate geo-political dynamics, Jane has realised the importance of safeguarding and diversifying her wealth with a global view. Additionally, Jane is keen on ensuring a seamless transfer of her wealth to her three children.

In addition to her local financial and tax advisors, Jane recognised the need for a more worldly and comprehensive service provider with global exposure to manage the complex issues surrounding her wealth.

Client’s Goals

Diversify from her main operating business.

Achieve asset safety and protection.

Develop an investment portfolio that meets her long-term growth requirements.

Legacy planning for her children, including allowance for future property purchases and a smooth inter-generational wealth transfer.

Next-generation education and mentoring.

Our Tailored Solutions

Discussed and agreed on a ‘holistic’ long-term wealth management strategy and risk management framework based on Jane’s requirements.

Explored various potential wealth management structures, ultimately choosing Trust to securely encompass her asset base.

Selected a suitable jurisdiction for the Trust that balanced planning efficiency and alignment with the family's long-term needs.

Opened a bank account for the Trust and implemented a global equities investment strategy to fulfil capital growth requirements.

Partnered with our professional network and delivered a life policy to cover any unexpected event in life.

Enrolled Jane’s children in the Oakcean Academy programme.

Outcome

Working alongside the family’s Trustees to ensure the family’s wealth protection objectives are met.

A coherent, centrally-managed long-term investment portfolio that meets both return and risk parameters, which creates wealth outside of the operating business.

Established relationship with financial institutions in multiple jurisdictions to achieve global asset custody.

Peace of mind and future cashflow creation with the life insurance policy.

Plans for the next gen to gain firsthand experience in the financial industry and assuming more responsibilities in looking after family wealth.