BIPPO Advisory Group

BIPPO Multi-Family Office

樂山家族辦公室聚焦中國高淨值人群,為客戶及家庭提供全方位的支持與保障。

離岸私人信託業務為核心,協同提供稅務籌劃、法律合規、保險繼承、投資理財及海外移民和留學教育等一系列私人財富管理相關服務。旨在為客户提供專業可信任的一站式、定制化私人財富管理方案,以專業、務實、靈活的方式為客戶進行高效合規的私人財富全球戰略佈局。樂山家族辦公室。

BIPPO Multi-Family Office is the core business of BIPPO. Working as clients’ professional and reliable partners, BIPPO provides professional and trustworthy one-stop customized private wealth management solutions and implementation services in an efficient, pragmatic and compliant manner, assisting clients in optimizing their private wealth global strategic layout.

離岸私人信託

信託,尤其是海外民事信託,一直是高淨值家庭世代傳承財富規劃的基石。它是一個靈活強大的工具。

信託,尤其是海外民事信託,一直是高淨值家庭世代傳承和財富規劃的基石,是一個靈活強大的財富管理工具。

Trust, especially overseas civil trust, have always been the cornerstone of generational succession and wealth planning for high-net-worth families, and is a flexible and powerful wealth management tool.

在目前日益複雜的經濟環境中,對於高淨值客戶,特別是來自中國的客戶來說,一刀切的信托結構早已不再適用。我們憑藉專業能力和洞察力,認真盡職地為客戶定制信託方案,提供類信託服務方案和種信託服務模式,充分滿足客戶多樣化的需求。

Given the increasingly complex economic environment, a one-size-fits-all trust structure is no longer appropriate for high-net-worth clients. With our expertise and knowledge, we strive to provide tailored trust solutions. And to comprehensively meet the diverse needs of our clients, we provide Trust Solutions and Trust service models.

信託服務方案

 Trust Solutions

Tailored

依照客戶個性化需求,多角度綜合考量,量身定制離岸私人信託方案,並進一步提供方案架構、執行及管理服務。 In accordance with clients' requirements and expectations, we structure, execute, and manage offshore civil trust with a holistic view of risk management, wealth inheritance, and tax planning.

Semi-customized

針對有相似需求的客戶群體,可配合不同類型的合作夥伴,提供半標準化的離岸私人信託解決方案,例如保險信託方案,移民信託方案等。 Aiming at client with similar profile and needs, BIPPO has launched a series of semi-customized offshore civil trust solutions to conduct wealth management more efficiently and cost-effectively. Such offshore civil trust solutions include insurance trust solutions, immigration trust solutions, etc..

信託服務模式

 Trust Service Models

全權委託式

樂山家辦接受客戶全權委託,作為受託人處理信託資產管理和投資;客戶藉樂山家辦的機構優勢,在樂山家辦甄選的全球化投資平台上,享受專屬的頂級投顧資源和機構費率優惠,盡享雙投資經理服務;

樂山家辦代表客戶對接各類金融機構,避免反覆合規審批耗費客戶精力,保護私隱,低調安全;客戶視乎需求參與投資討論,樂山家辦團隊全程監控投資項目動態及表現,客戶更加輕鬆省心。

DISCRETIONARY

BIPPO accepts clients' full authority to manage trust assets and investments as a fiduciary; clients enjoy exclusive top investment resources and institutional rate privileges on BIPPO's selected global investment platform through BIPPO's institutional advantage.

BIPPO represents clients at various financial institutions to avoid repeated approval procedures that consume clients' energy.

The company's investment managers are the only ones capable of providing the best service to clients.

保留權利式

客戶保留投資權利,樂山家辦負責信託行政管理,配合客戶在心儀私行開設專戶;客戶可自選投資平台,自主決定投資方向;受託資產投資更自由靈活,又可享有信託管理的稅務和安全優勢。

RETAIN RIGHTS

The client retains the right to invest, and BIPPO is responsible for the trust administration and management and cooperates with the client to open a dedicated account at the preferred private bank; the client can choose their preferred investment platform and decide their own investment direction; the entrusted assets can be invested more freely and flexibly, and can enjoy the tax and security advantages of trust management.

客戶可通過樂山的「信託需求診斷」對自己的信託需求進行快速梳理,初步了解自己所需的信託服務。

信託服務流程

Trust Service Process

MFO Services

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