Wealth Management
- Family Office
- Global asset planning
- Private foundation
- Wealth preservation and protection
- The Family Office of Broad Wisdom
- → A leading professional organization serving the family wealth inheritance, enterprise heritage, and cultural succession.
- → Having unique overall advantages in international professional services, capital markets, and wealth management.
- → Offering customized services and integrated solutions for the inheritance of ultra-high-net-worth individuals and families.
Based on clients’ requirements, the family office of Broad Wisdom focuses on “family wealth preservation and inheritance”. Our goal is to build a safe “mansion of family wealth”, develop preventive plans for family enterprises to pass on their wealth, nurture family spirit, build the family brand to form century-old enterprises and help corporate families achieve their dream of perpetual wealth and everlasting business succession.
The international background has established the role of Broad Wisdom's family office. Our team includes global senior private bankers, chartered financial analysts, accountants, lawyers, actuaries, wealth planners, investment experts, trust experts, and other elites in various fields. It has built family wealth management systems for several families, involving private banks, holding companies, family funds, family trusts, and family foundations.