Wealth Management

(中文) 财富管理 – 简介
What Is a Family Office and How Can It Help You Fund Your Business?
18 Aug

What Is a Family Office and How Can It Help You Fund Your Business?

What a family office is Family offices are a particularly important source of capital for small-to-medium-sized businesses. According to the Family Office Club, there are currently more than 3,000 family offices in the U.S., and these offices, which generally have a minimum of $100 million in assets, often look at alternative investment opportunities — which…

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What Is Wealth Management?
29 Mar

What Is Wealth Management?

The term “wealth management” is thrown around plenty, in the boardrooms of private client firms, in trade and mainstream articles and by financial advisors in front of clients. Still, most professionals are hard pressed to actually define the term with any degree of precision. Wealth management is very straightforward. From the affluent individual’s perspective, wealth management…

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