BOI's Financial Product Solutions
Make every single cent of your investment yields maximum value. BOI integrates top-tier insurance products with scientific financial strategies to accurately align with your goals and customize exclusive plans for you. Schedule an appointment with a BOI advisor today to begin your private financial planning journey.
Frequently Asked Questions (FAQ)
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How do clients get started with these services?
We generally begin 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 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 discuss with us 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 our professional team.