Personal Finance & Investment Planning
Insights into Capital Value, Driving Asset Appreciation
Prudent risk management and precise investment planning are the twin wings for sustainable personal wealth growth. Based on scientific financing and investment planning, BOI integrates capital operations with risk prevention and control to open up broader investment opportunities and wealth growth space for high-net-worth clients.
Global Asset Management Coordination
Providing cross-border and cross-asset class integration services for high-net-worth individuals and family offices. It covers multi-currency allocation, insurance inheritance tools, global investment products, family trust frameworks, and identity planning, achieving comprehensive coordination from product selection to legal and tax frameworks.
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How do clients get started with these services?
It generally begins with a professional financial needs analysis. The service team will assess the client's asset status, risk tolerance, wealth goals, and cross-border needs, and then customize a comprehensive plan covering aspects such as financing, investment, and inheritance.
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How does global asset coordination service differ from ordinary wealth management?
It places greater emphasis on cross-border and cross-asset class integration. It includes not only the selection of investment products but also comprehensive services such as legal frameworks, tax optimization, family trusts, and identity planning. It focuses especially on providing one-stop solutions for family offices or ultra-high-net-worth clients.
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What information or preparations do high-end wealth management service clients typically need to provide or complete?
Clients typically need to prepare a recent asset overview, sources of income, investment experience, family structure, wealth goals, and a risk preference questionnaire. For services involving cross-border elements, information regarding tax residency status, nationality, etc., is also required to facilitate compliance assessments and initial plan formulation by the team.