Providing customised asset planning solutions for individuals and families according to specific needs.
Integrating diversified digital marketing platforms, expanding client coverage through innovative marketing strategies and channels to enhance the awareness and influence of the offshore Trust business in the Greater China region.
Professional Track Record:
Gained extensive experience in offshore Trust and family wealth management, providing comprehensive wealth management services, including Trust planning, overseas identity planning, and insurance allocation, to high-net-worth clients.
Understood the offshore Trust market operation mechanism, grasping industry dynamics and trends to formulate visionary market expansion plans.