Customer basic information:
Client David is a successful small business owner, 55 years old this year. After years of hard work, his company has accumulated considerable assets, with a net profit of one million per year. By chance, David heard our lecture on tax optimization and inheritance planning, and contacted us after the lecture.
During the interview, we learned about his company and family. Over the years, David used the money he earned to buy some properties, but he did not understand the hidden dangers and risks of these properties in the future. He has been busy with business for many years, and actually does not know much about taxes and investments. Although an accountant helps him file taxes every year, he only completes the tax filing process and does not discuss tax planning and wealth inheritance with him in detail. Since David is a remarried family, he has children from both marriages and the family relationship is complicated, so David is worried about this.

The results we help our customers achieve:
By integrating various financial tools and using professional structures to reasonably arrange the asset inheritance issues that clients care about most, David’s wealth will be distributed according to his wishes when he is 100 years old, and the inheritance will be smooth; disputes among family members caused by wealth distribution issues can be avoided, and tax issues during wealth inheritance can be optimized to protect the wealth earned through lifelong struggle from being “cut off”; the company’s after-tax profits can achieve efficient tax-free value-added, which will be beneficial to David.